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iShares iBonds Dec 2027 Term Corporate ETF

412 hedge funds and large institutions have $2.82B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 232 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
CT
301
Clearstead Trust
Maine
$432K
AMM
302
American Money Management
California
$432K
CFO
303
CVA Family Office
Colorado
$427K
AO
304
Advisor OS
Illinois
$426K
PJSIMP
305
P.J. Schmidt Investment Management (PJS)
Wisconsin
$422K
HNW
306
High Note Wealth
Minnesota
$421K
SQA
307
Simon Quick Advisors
New Jersey
$414K
KCA
308
Kastel Capital Advisors
Massachusetts
$411K
MC
309
Moors & Cabot
Massachusetts
$397K
NDSI
310
Newman Dignan & Sheerar Inc
Rhode Island
$396K
HCM
311
Hengehold Capital Management
Ohio
$396K
EWS
312
Evergreen Wealth Solutions
Pennsylvania
$387K
CWA
313
Crusonia Wealth Advisors
Colorado
$381K
TCOK
314
Trust Company of Kansas
Kansas
$380K
MA
315
Mutual Advisors
Nebraska
$377K
FAC
316
Financial Advisory Corporation
Michigan
$366K
WIM
317
Wiregrass Investment Management
Georgia
$364K
PHIC
318
Pine Haven Investment Counsel
Massachusetts
$357K
CL
319
COWA LLC
Oklahoma
$357K
ES
320
Eagle Strategies
New York
$354K
1WM
321
1900 Wealth Management
Texas
$353K
WJA
322
Willis Johnson & Associates
Texas
$341K
VFIC
323
Valley Forge Investment Consultants
Pennsylvania
$334K
LNB
324
Ledyard National Bank
$331K
SL
325
Sentinus LLC
Illinois
$329K