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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
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$577K
HC
252
Hurley Capital
New York
$573K
SRC
253
Shufro Rose & Co
New York
$571K
DSC
254
Duncker Streett & Co
Missouri
$571K
TWC
255
TD Waterhouse Canada
Ontario, Canada
$564K
MCM
256
Mattern Capital Management
Colorado
$555K
MML Investors Services
257
MML Investors Services
Massachusetts
$545K
WAS
258
Wealth Advisory Solutions
Indiana
$544K
Neuberger Berman Group
259
Neuberger Berman Group
New York
$544K
SSWM
260
Smith Salley Wealth Management
North Carolina
$542K
AT
261
American Trust
Kentucky
$534K
1WM
262
1900 Wealth Management
Texas
$534K
MIH
263
Meitav Investment House
Israel
$532K
T
264
Tableaux
Massachusetts
$528K
BAM
265
Belpointe Asset Management
Nevada
$524K
PP
266
Prosperity Planning
Missouri
$517K
KOMWMG
267
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$508K
SPIA
268
Steward Partners Investment Advisory
New York
$501K
AM
269
Atwater Malick
Pennsylvania
$475K
LF
270
Lee Financial
Texas
$473K
DCM
271
Dudley Capital Management
Virginia
$470K
Koshinski Asset Management
272
Koshinski Asset Management
Illinois
$470K
BSG
273
Black Swift Group
Colorado
$470K
MOS
274
MGO One Seven
Ohio
$469K
SPWM
275
Straight Path Wealth Management
Michigan
$457K