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iShares iBonds Dec 2027 Term Corporate ETF

376 hedge funds and large institutions have $2.51B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 207 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
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
MCA
301
Maryland Capital Advisors
Maryland
$307K
HI
302
Harbour Investments
Wisconsin
$304K
RWM
303
Ritholtz Wealth Management
New York
$303K
IAIM
304
International Assets Investment Management
Florida
$299K
YWM
305
Yoder Wealth Management
California
$295K
PS
306
Principal Securities
Iowa
$294K
PHIC
307
Pine Haven Investment Counsel
Massachusetts
$291K
MWP
308
Meredith Wealth Planning
Illinois
$287K
S
309
SignatureFD
Georgia
$286K
AMM
310
American Money Management
California
$283K
PTC
311
Private Trust Company
Ohio
$282K
KFAA
312
Klaas Financial Asset Advisors
Illinois
$277K
NLWP
313
Next Level Wealth Planning
Idaho
$277K
SL
314
Summitry LLC
California
$273K
Fidelity Investments
315
Fidelity Investments
Massachusetts
$269K
CFG
316
Cornerstone Financial Group
Nebraska
$267K
CHA
317
Cooper/Haims Advisors
New York
$261K
HFA
318
Highland Financial Advisors
New Jersey
$258K
APP
319
Avantax Planning Partners
Iowa
$254K
CPIG
320
Chicago Partners Investment Group
Illinois
$251K
HWM
321
Horizons Wealth Management
North Carolina
$249K
CA
322
Calton & Associates
Florida
$248K
SVWA
323
Sarver Vrooman Wealth Advisors
Missouri
$236K
GWM
324
Geneos Wealth Management
Colorado
$234K
CF
325
Cyr Financial
Illinois
$233K