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iShares iBonds Dec 2027 Term Corporate ETF

370 hedge funds and large institutions have $2.35B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 196 increasing their positions, 85 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
MWP
301
Meredith Wealth Planning
Illinois
$283K
PHIC
302
Pine Haven Investment Counsel
Massachusetts
$283K
MC
303
Moors & Cabot
Massachusetts
$283K
CL
304
COWA LLC
Oklahoma
$282K
KFAA
305
Klaas Financial Asset Advisors
Illinois
$276K
HI
306
Harbour Investments
Wisconsin
$271K
FTUS
307
Flow Traders U.S.
New York
$266K
FAC
308
Financial Advisory Corporation
Michigan
$266K
CFG
309
Cornerstone Financial Group
Nebraska
$263K
CHA
310
Cooper/Haims Advisors
New York
$260K
HFA
311
Highland Financial Advisors
New Jersey
$257K
APP
312
Avantax Planning Partners
Iowa
$254K
HWM
313
Horizons Wealth Management
North Carolina
$248K
MA
314
MKT Advisors
California
$246K
PTC
315
Private Trust Company
Ohio
$238K
SVWA
316
Sarver Vrooman Wealth Advisors
Missouri
$236K
GWM
317
Geneos Wealth Management
Colorado
$233K
CA
318
Calton & Associates
Florida
$232K
YWM
319
Yoder Wealth Management
California
$231K
FFA
320
Farther Finance Advisors
California
$226K
JLBC
321
J.L. Bainbridge & Co
Florida
$226K
MAG
322
M3 Advisory Group
Massachusetts
$222K
GSB
323
Greenfield Savings Bank
Massachusetts
$221K
FFP
324
FourThought Financial Partners
Florida
$215K
CWS
325
Cypress Wealth Services
California
$215K