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iShares iBonds Dec 2027 Term Corporate ETF

365 hedge funds and large institutions have $2.41B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 193 increasing their positions, 85 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+3
Holders Change %
+0.83%
% of All Funds
4.9%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.31%
New
29
Increased
193
Reduced
85
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
251
Ritholtz Wealth Management
New York
$564K -$31.6K -1,302 -5%
TWC
252
TD Waterhouse Canada
Ontario, Canada
$564K +$61.7K +2,553 +12%
PIMG
253
Patriot Investment Management Group
Tennessee
$548K +$25.1K +1,035 +5%
MCM
254
Mattern Capital Management
Colorado
$547K +$3.11K +128 +0.6%
Neuberger Berman Group
255
Neuberger Berman Group
New York
$542K +$43.7K +1,800 +9%
WFMPM
256
Woodley Farra Manion Portfolio Management
Indiana
$538K +$174K +7,159 +48%
1WM
257
1900 Wealth Management
Texas
$527K +$5.75K +237 +1%
WAS
258
Wealth Advisory Solutions
Indiana
$523K +$14.1K +582 +3%
PP
259
Prosperity Planning
Missouri
$516K -$501K
KOMWMG
260
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$501K +$121K +4,970 +32%
LF
261
Lee Financial
Texas
$472K
MF
262
Montis Financial
Massachusetts
$471K -$58.3K -2,402 -11%
SPIA
263
Steward Partners Investment Advisory
New York
$465K +$82.3K +3,389 +21%
AAS
264
Avantax Advisory Services
Texas
$460K +$37.1K +1,529 +9%
Koshinski Asset Management
265
Koshinski Asset Management
Illinois
$457K +$128K +5,260 +39%
AA
266
Ancora Advisors
Ohio
$456K +$73 +3 +0%
SPWM
267
Straight Path Wealth Management
Michigan
$442K +$413 +17 +0.1%
BAM
268
Belpointe Asset Management
Nevada
$441K +$187K +7,712 +74%
SWP
269
Summit Wealth Partners
Florida
$424K
HC
270
Hurley Capital
New York
$412K +$85K +3,504 +26%
NDSI
271
Newman Dignan & Sheerar Inc
Rhode Island
$396K -$26.4K -1,086 -6%
PJSIMP
272
P.J. Schmidt Investment Management (PJS)
Wisconsin
$394K
EAM
273
Empirical Asset Management
Massachusetts
$391K
MFA
274
Mayflower Financial Advisors
Massachusetts
$387K +$24.3K +1,000 +7%
TC
275
TFR Capital
Texas
$386K +$386K +15,907 New