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iShares iBonds Dec 2027 Term Corporate ETF

377 hedge funds and large institutions have $2.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 208 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
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
UCB
301
United Community Bank
South Carolina
$307K
MCA
302
Maryland Capital Advisors
Maryland
$307K
HI
303
Harbour Investments
Wisconsin
$304K
RWM
304
Ritholtz Wealth Management
New York
$303K
IAIM
305
International Assets Investment Management
Florida
$299K
YWM
306
Yoder Wealth Management
California
$295K
PS
307
Principal Securities
Iowa
$294K
PHIC
308
Pine Haven Investment Counsel
Massachusetts
$291K
MWP
309
Meredith Wealth Planning
Illinois
$287K
S
310
SignatureFD
Georgia
$286K
AMM
311
American Money Management
California
$283K
PTC
312
Private Trust Company
Ohio
$282K
KFAA
313
Klaas Financial Asset Advisors
Illinois
$277K
NLWP
314
Next Level Wealth Planning
Idaho
$277K
SL
315
Summitry LLC
California
$273K
Fidelity Investments
316
Fidelity Investments
Massachusetts
$269K
CFG
317
Cornerstone Financial Group
Nebraska
$267K
CHA
318
Cooper/Haims Advisors
New York
$261K
HFA
319
Highland Financial Advisors
New Jersey
$258K
APP
320
Avantax Planning Partners
Iowa
$254K
CPIG
321
Chicago Partners Investment Group
Illinois
$251K
HWM
322
Horizons Wealth Management
North Carolina
$249K
CA
323
Calton & Associates
Florida
$248K
SVWA
324
Sarver Vrooman Wealth Advisors
Missouri
$236K
GWM
325
Geneos Wealth Management
Colorado
$234K