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iShares iBonds Dec 2027 Term Corporate ETF

425 hedge funds and large institutions have $2.83B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 241 increasing their positions, 73 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
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
SG
276
StoneX Group
New York
$644K
AM
277
Atwater Malick
Pennsylvania
$637K
DWT
278
Dorsey & Whitney Trust
South Dakota
$630K
DP
279
Dearborn Partners
Illinois
$626K
PP
280
Prosperity Planning
Missouri
$615K
Koshinski Asset Management
281
Koshinski Asset Management
Illinois
$596K
WAS
282
Wealth Advisory Solutions
Indiana
$587K
SWP
283
Summit Wealth Partners
Florida
$586K
RSWA
284
Robinson Smith Wealth Advisors
Maine
$585K
VHAM
285
Van Hulzen Asset Management
California
$577K
HC
286
Hurley Capital
New York
$576K
GC
287
Gilbert & Cook
Iowa
$569K
AWAU
288
Alliance Wealth Advisors (Utah)
Utah
$564K
SWM
289
Spire Wealth Management
Virginia
$552K
AT
290
American Trust
Kentucky
$547K
BAM
291
Belpointe Asset Management
Nevada
$545K
PWA
292
Provenance Wealth Advisors
Florida
$534K
SPWM
293
Straight Path Wealth Management
Michigan
$531K
SWASL
294
Spartan Wealth Advisory Services LLC
Michigan
$526K
SL
295
Summitry LLC
California
$503K
SF
296
Summit Financial
New Jersey
$496K
AA
297
Ancora Advisors
Ohio
$475K
LF
298
Lee Financial
Texas
$471K
MML Investors Services
299
MML Investors Services
Massachusetts
$457K
SL
300
Sentinus LLC
Illinois
$453K