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iShares iBonds Dec 2027 Term Corporate ETF

405 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 59 funds opening new positions, 230 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
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
YWM
326
Yoder Wealth Management
California
$305K
MCA
327
Maryland Capital Advisors
Maryland
$302K
RWM
328
Ritholtz Wealth Management
New York
$301K
PS
329
Principal Securities
Iowa
$298K
HI
330
Harbour Investments
Wisconsin
$296K
MWP
331
Meredith Wealth Planning
Illinois
$290K
SL
332
Summitry LLC
California
$290K
CCML
333
CFO CAPITAL MANAGEMENT LLC
Connecticut
$289K
BWM
334
BCS Wealth Management
Tennessee
$281K
Fidelity Investments
335
Fidelity Investments
Massachusetts
$280K
PTC
336
Private Trust Company
Ohio
$278K
NLWP
337
Next Level Wealth Planning
Idaho
$276K
SVWA
338
Sarver Vrooman Wealth Advisors
Missouri
$275K
VHAM
339
Van Hulzen Asset Management
California
$274K
CFG
340
Cornerstone Financial Group
Nebraska
$270K
HA
341
Hanover Advisors
South Carolina
$269K
JESC
342
J.E. Simmons & Co
Texas
$261K
CHA
343
Cooper/Haims Advisors
New York
$261K
HFA
344
Highland Financial Advisors
New Jersey
$258K
NGA
345
Naples Global Advisors
Florida
$256K
APP
346
Avantax Planning Partners
Iowa
$254K
CPIG
347
Chicago Partners Investment Group
Illinois
$254K
GA
348
Greenspring Advisors
Maryland
$250K
HWM
349
Horizons Wealth Management
North Carolina
$248K
Betterment LLC
350
Betterment LLC
New York
$248K