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iShares iBonds Dec 2027 Term Corporate ETF

404 hedge funds and large institutions have $2.8B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 229 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
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
HNW
301
High Note Wealth
Minnesota
$421K
SQA
302
Simon Quick Advisors
New Jersey
$414K
KCA
303
Kastel Capital Advisors
Massachusetts
$411K
MC
304
Moors & Cabot
Massachusetts
$397K
NDSI
305
Newman Dignan & Sheerar Inc
Rhode Island
$396K
HCM
306
Hengehold Capital Management
Ohio
$396K
EWS
307
Evergreen Wealth Solutions
Pennsylvania
$387K
CWA
308
Crusonia Wealth Advisors
Colorado
$381K
TCOK
309
Trust Company of Kansas
Kansas
$380K
MA
310
Mutual Advisors
Nebraska
$377K
FAC
311
Financial Advisory Corporation
Michigan
$366K
WIM
312
Wiregrass Investment Management
Georgia
$364K
PHIC
313
Pine Haven Investment Counsel
Massachusetts
$357K
CL
314
COWA LLC
Oklahoma
$357K
ES
315
Eagle Strategies
New York
$354K
1WM
316
1900 Wealth Management
Texas
$353K
WJA
317
Willis Johnson & Associates
Texas
$341K
VFIC
318
Valley Forge Investment Consultants
Pennsylvania
$334K
LNB
319
Ledyard National Bank
$331K
SL
320
Sentinus LLC
Illinois
$329K
FJWM
321
Ferguson Johnson Wealth Management
Maryland
$326K
EWP
322
Evergreen Wealth Partners
Montana
$320K
GCA
323
Gradient Capital Advisors
California
$316K
KAS
324
KPP Advisory Services
Kentucky
$311K
IAIM
325
International Assets Investment Management
Florida
$308K