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iShares iBonds Dec 2027 Term Corporate ETF

377 hedge funds and large institutions have $2.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 208 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPWM
226
Cypress Point Wealth Management
Texas
$852K
ASN
227
Advisory Services Network
Georgia
$841K
OC
228
Oppenheimer & Co
New York
$839K
JBA
229
Johnson Bixby & Associates
Washington
$831K
FFP
230
FourThought Financial Partners
Florida
$830K
FNBTCON
231
First National Bank & Trust Co of Newtown
Pennsylvania
$828K
WANY
232
Wealthspire Advisors (New York)
New York
$821K
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$821K
BCM
234
Brookstone Capital Management
Illinois
$811K
PWA
235
Provenance Wealth Advisors
Florida
$802K
BFS
236
BridgePort Financial Solutions
Iowa
$785K
NB
237
Northwest Bancshares
Pennsylvania
$777K
BONH
238
Bank of New Hampshire
New Hampshire
$769K
SFO
239
Stokes Family Office
Louisiana
$751K
CSIA
240
Conrad Siegel Investment Advisors
Pennsylvania
$735K
TC
241
TFR Capital
Texas
$709K
PIMG
242
Patriot Investment Management Group
Tennessee
$690K
AGP
243
Autumn Glory Partners
Texas
$669K
DWT
244
Dorsey & Whitney Trust
South Dakota
$633K
WFMPM
245
Woodley Farra Manion Portfolio Management
Indiana
$631K
DP
246
Dearborn Partners
Illinois
$617K
DWM
247
DecisionMap Wealth Management
Virginia
$614K
Baird Financial Group
248
Baird Financial Group
Wisconsin
$593K
TFS
249
Thoroughbred Financial Services
Tennessee
$588K
RSWA
250
Robinson Smith Wealth Advisors
Maine
$587K