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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 %
CL
301
COWA LLC
Oklahoma
$282K +$282K +11,632 New
KFAA
302
Klaas Financial Asset Advisors
Illinois
$276K
HI
303
Harbour Investments
Wisconsin
$271K +$2.38K +98 +0.9%
FTUS
304
Flow Traders U.S.
New York
$266K +$266K +10,951 New
FAC
305
Financial Advisory Corporation
Michigan
$266K +$4.01K +165 +2%
CFG
306
Cornerstone Financial Group
Nebraska
$263K +$971 +40 +0.4%
CHA
307
Cooper/Haims Advisors
New York
$260K
HFA
308
Highland Financial Advisors
New Jersey
$257K
APP
309
Avantax Planning Partners
Iowa
$254K
HWM
310
Horizons Wealth Management
North Carolina
$248K
MA
311
MKT Advisors
California
$246K +$72 +3 +0%
PTC
312
Private Trust Company
Ohio
$238K -$71.6K -2,952 -23%
SVWA
313
Sarver Vrooman Wealth Advisors
Missouri
$236K +$208K +8,581 +748%
GWM
314
Geneos Wealth Management
Colorado
$233K -$102K -4,220 -30%
CA
315
Calton & Associates
Florida
$232K -$30.3K -1,250 -12%
YWM
316
Yoder Wealth Management
California
$231K
FFA
317
Farther Finance Advisors
California
$226K -$207K -8,534 -48%
JLBC
318
J.L. Bainbridge & Co
Florida
$226K
MAG
319
M3 Advisory Group
Massachusetts
$222K
GSB
320
Greenfield Savings Bank
Massachusetts
$221K +$680 +28 +0.3%
FFP
321
FourThought Financial Partners
Florida
$215K +$215K +8,871 New
CWS
322
Cypress Wealth Services
California
$215K
MWM
323
MinichMacGregor Wealth Management
New York
$210K
SC
324
Scotia Capital
Ontario, Canada
$206K -$38.8K -1,600 -16%
ECM
325
Exchange Capital Management
Michigan
$205K