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iShares iBonds Dec 2027 Term Corporate ETF

371 hedge funds and large institutions have $2.48B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 203 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
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
PS
301
Principal Securities
Iowa
$294K
PHIC
302
Pine Haven Investment Counsel
Massachusetts
$291K
MWP
303
Meredith Wealth Planning
Illinois
$287K
S
304
SignatureFD
Georgia
$286K
AMM
305
American Money Management
California
$283K
PTC
306
Private Trust Company
Ohio
$282K
KFAA
307
Klaas Financial Asset Advisors
Illinois
$277K
NLWP
308
Next Level Wealth Planning
Idaho
$277K
SL
309
Summitry LLC
California
$273K
Fidelity Investments
310
Fidelity Investments
Massachusetts
$269K
CFG
311
Cornerstone Financial Group
Nebraska
$267K
CHA
312
Cooper/Haims Advisors
New York
$261K
HFA
313
Highland Financial Advisors
New Jersey
$258K
APP
314
Avantax Planning Partners
Iowa
$254K
CPIG
315
Chicago Partners Investment Group
Illinois
$251K
HWM
316
Horizons Wealth Management
North Carolina
$249K
CA
317
Calton & Associates
Florida
$248K
SVWA
318
Sarver Vrooman Wealth Advisors
Missouri
$236K
GWM
319
Geneos Wealth Management
Colorado
$234K
CF
320
Cyr Financial
Illinois
$233K
MF
321
Montis Financial
Massachusetts
$231K
GSB
322
Greenfield Savings Bank
Massachusetts
$230K
SB
323
Strategic Blueprint
Georgia
$229K
RA
324
Riverstone Advisors
Texas
$226K
JLBC
325
J.L. Bainbridge & Co
Florida
$224K