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iShares iBonds Dec 2027 Term Corporate ETF

376 hedge funds and large institutions have $2.51B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 207 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
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
SWP
276
Summit Wealth Partners
Florida
$425K
SG
277
StoneX Group
New York
$416K
AA
278
Ancora Advisors
Ohio
$412K
RBC
279
Roble Belko & Company
Pennsylvania
$411K
PJSIMP
280
P.J. Schmidt Investment Management (PJS)
Wisconsin
$408K
NDSI
281
Newman Dignan & Sheerar Inc
Rhode Island
$397K
EAM
282
Empirical Asset Management
Massachusetts
$392K
MFA
283
Mayflower Financial Advisors
Massachusetts
$388K
FFA
284
Farther Finance Advisors
California
$387K
TCOK
285
Trust Company of Kansas
Kansas
$381K
MA
286
Mutual Advisors
Nebraska
$378K
EWS
287
Evergreen Wealth Solutions
Pennsylvania
$377K
MFWP
288
Mosaic Family Wealth Partners
Missouri
$368K
SQA
289
Simon Quick Advisors
New Jersey
$364K
FAC
290
Financial Advisory Corporation
Michigan
$362K
ES
291
Eagle Strategies
New York
$351K
WJA
292
Willis Johnson & Associates
Texas
$342K
MC
293
Moors & Cabot
Massachusetts
$335K
LNB
294
Ledyard National Bank
$334K
VFIC
295
Valley Forge Investment Consultants
Pennsylvania
$331K
CL
296
COWA LLC
Oklahoma
$327K
FW
297
FullCircle Wealth
Texas
$325K
GCA
298
Gradient Capital Advisors
California
$319K
HF
299
HRT Financial
New York
$312K
UCB
300
United Community Bank
South Carolina
$307K