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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 %
RBC
276
Roble Belko & Company
Pennsylvania
$385K
MA
277
Mutual Advisors
Nebraska
$385K -$18.4K -761 -5%
AM
278
Atwater Malick
Pennsylvania
$383K +$45.2K +1,863 +13%
TCOK
279
Trust Company of Kansas
Kansas
$380K +$154K +6,341 +68%
EWS
280
Evergreen Wealth Solutions
Pennsylvania
$376K -$59.7K -2,460 -14%
DCM
281
Dudley Capital Management
Virginia
$374K +$374K +15,425 New
RFG
282
RFP Financial Group
Georgia
$371K -$407K -16,759 -52%
SQA
283
Simon Quick Advisors
New Jersey
$363K +$363K +14,937 New
SG
284
StoneX Group
New York
$362K -$25.2K -1,038 -7%
HF
285
HRT Financial
New York
$353K +$353K +14,555 New
WJA
286
Willis Johnson & Associates
Texas
$341K
MCA
287
Maryland Capital Advisors
Maryland
$340K
AMM
288
American Money Management
California
$336K +$336K +13,862 New
VFIC
289
Valley Forge Investment Consultants
Pennsylvania
$327K +$3.57K +147 +1%
FW
290
FullCircle Wealth
Texas
$324K
GCA
291
Gradient Capital Advisors
California
$318K +$364 +15 +0.1%
ES
292
Eagle Strategies
New York
$317K +$2.35K +97 +0.7%
UCB
293
United Community Bank
South Carolina
$307K +$19.2K +790 +7%
DWM
294
Dakota Wealth Management
Florida
$305K -$14.6K -600 -5%
IAIM
295
International Assets Investment Management
Florida
$300K
SL
296
Summitry LLC
California
$296K +$296K +12,202 New
PS
297
Principal Securities
Iowa
$293K
MWP
298
Meredith Wealth Planning
Illinois
$283K -$6.89K -284 -2%
PHIC
299
Pine Haven Investment Counsel
Massachusetts
$283K +$23.1K +950 +9%
MC
300
Moors & Cabot
Massachusetts
$283K -$271K