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iShares iBonds Dec 2027 Term Corporate ETF

369 hedge funds and large institutions have $2.49B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 194 increasing their positions, 85 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
DP
251
Dearborn Partners
Illinois
$581K
DWM
252
DecisionMap Wealth Management
Virginia
$568K
RWM
253
Ritholtz Wealth Management
New York
$564K
TWC
254
TD Waterhouse Canada
Ontario, Canada
$564K
PIMG
255
Patriot Investment Management Group
Tennessee
$548K
MCM
256
Mattern Capital Management
Colorado
$547K
Neuberger Berman Group
257
Neuberger Berman Group
New York
$542K
WFMPM
258
Woodley Farra Manion Portfolio Management
Indiana
$538K
1WM
259
1900 Wealth Management
Texas
$527K
WAS
260
Wealth Advisory Solutions
Indiana
$523K
PP
261
Prosperity Planning
Missouri
$516K
KOMWMG
262
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$501K
LF
263
Lee Financial
Texas
$472K
MF
264
Montis Financial
Massachusetts
$471K
SPIA
265
Steward Partners Investment Advisory
New York
$465K
AAS
266
Avantax Advisory Services
Texas
$460K
Koshinski Asset Management
267
Koshinski Asset Management
Illinois
$457K
AA
268
Ancora Advisors
Ohio
$456K
SPWM
269
Straight Path Wealth Management
Michigan
$442K
BAM
270
Belpointe Asset Management
Nevada
$441K
SWP
271
Summit Wealth Partners
Florida
$424K
HC
272
Hurley Capital
New York
$412K
NDSI
273
Newman Dignan & Sheerar Inc
Rhode Island
$396K
PJSIMP
274
P.J. Schmidt Investment Management (PJS)
Wisconsin
$394K
EAM
275
Empirical Asset Management
Massachusetts
$391K