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iShares iBonds Dec 2027 Term Corporate ETF

428 hedge funds and large institutions have $2.85B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 243 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
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
SHA
276
Seneca House Advisors
Virginia
$657K
TWC
277
TD Waterhouse Canada
Ontario, Canada
$647K
SG
278
StoneX Group
New York
$644K
AM
279
Atwater Malick
Pennsylvania
$637K
DWT
280
Dorsey & Whitney Trust
South Dakota
$630K
DP
281
Dearborn Partners
Illinois
$626K
PP
282
Prosperity Planning
Missouri
$615K
Koshinski Asset Management
283
Koshinski Asset Management
Illinois
$596K
WAS
284
Wealth Advisory Solutions
Indiana
$587K
SWP
285
Summit Wealth Partners
Florida
$586K
RSWA
286
Robinson Smith Wealth Advisors
Maine
$585K
VHAM
287
Van Hulzen Asset Management
California
$577K
HC
288
Hurley Capital
New York
$576K
GC
289
Gilbert & Cook
Iowa
$569K
AWAU
290
Alliance Wealth Advisors (Utah)
Utah
$564K
SWM
291
Spire Wealth Management
Virginia
$552K
AT
292
American Trust
Kentucky
$547K
BAM
293
Belpointe Asset Management
Nevada
$545K
PWA
294
Provenance Wealth Advisors
Florida
$534K
SPWM
295
Straight Path Wealth Management
Michigan
$531K
SWASL
296
Spartan Wealth Advisory Services LLC
Michigan
$526K
SL
297
Summitry LLC
California
$503K
SF
298
Summit Financial
New Jersey
$496K
AA
299
Ancora Advisors
Ohio
$475K
LF
300
Lee Financial
Texas
$471K