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iShares iBonds Dec 2027 Term Corporate ETF

425 hedge funds and large institutions have $2.83B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 241 increasing their positions, 73 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
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
LW
301
Livet Wealth
Utah
$452K
WIM
302
Wiregrass Investment Management
Georgia
$448K
CFMC
303
Curbstone Financial Management Corp
New Hampshire
$448K
SRC
304
Shufro Rose & Co
New York
$440K
CT
305
Clearstead Trust
Maine
$440K
AMM
306
American Money Management
California
$431K
CFO
307
CVA Family Office
Colorado
$426K
PJSIMP
308
P.J. Schmidt Investment Management (PJS)
Wisconsin
$421K
SQA
309
Simon Quick Advisors
New Jersey
$414K
KCA
310
Kastel Capital Advisors
Massachusetts
$411K
BSG
311
Black Swift Group
Colorado
$406K
MCM
312
Mattern Capital Management
Colorado
$403K
MIH
313
Meitav Investment House
Israel
$397K
NDSI
314
Newman Dignan & Sheerar Inc
Rhode Island
$395K
AWE
315
Avidian Wealth Enterprises
Texas
$392K
WA
316
Waverly Advisors
Alabama
$387K
BFP
317
Beacon Financial Planning
Massachusetts
$386K
MA
318
Mutual Advisors
Nebraska
$379K
MC
319
Moors & Cabot
Massachusetts
$373K
PHIC
320
Pine Haven Investment Counsel
Massachusetts
$368K
FAC
321
Financial Advisory Corporation
Michigan
$368K
HI
322
Harbour Investments
Wisconsin
$367K
CCM
323
CFO Capital Management
Connecticut
$364K
TCOK
324
Trust Company of Kansas
Kansas
$364K
CWA
325
Crusonia Wealth Advisors
Colorado
$361K