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iShares iBonds Dec 2027 Term Corporate ETF

414 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 64 funds opening new positions, 232 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 70

167% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 24

38% more funds holding in top 10

Funds holding in top 10: 1622 (+6)

12% more capital invested

Capital invested by funds: $2.53B → $2.82B (+$291M)

10% more funds holding

Funds holding: 378414 (+36)

2.04% more ownership

Funds ownership: 70.58%72.62% (+2%)

Holders
414
Holders Change
+36
Holders Change %
+9.52%
% of All Funds
5.04%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.27%
New
64
Increased
232
Reduced
70
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FJWM
326
Ferguson Johnson Wealth Management
Maryland
$326K +$327K +13,452 New
EWP
327
Evergreen Wealth Partners
Montana
$320K +$320K +13,168 New
GCA
328
Gradient Capital Advisors
California
$316K -$1.87K -77 -0.6%
KAS
329
KPP Advisory Services
Kentucky
$311K +$311K +12,820 New
IAIM
330
International Assets Investment Management
Florida
$308K +$7.85K +323 +3%
YWM
331
Yoder Wealth Management
California
$305K +$10.9K +450 +4%
MCA
332
Maryland Capital Advisors
Maryland
$302K -$4.35K -179 -1%
RWM
333
Ritholtz Wealth Management
New York
$301K -$1.02K -42 -0.3%
PS
334
Principal Securities
Iowa
$298K +$5.39K +222 +2%
HI
335
Harbour Investments
Wisconsin
$296K -$7.75K -319 -3%
MWP
336
Meredith Wealth Planning
Illinois
$290K +$4.18K +172 +1%
SL
337
Summitry LLC
California
$290K +$18.1K +747 +7%
CCM
338
CFO Capital Management
Connecticut
$289K +$289K +11,892 New
BWM
339
BCS Wealth Management
Tennessee
$281K +$282K +11,590 New
Fidelity Investments
340
Fidelity Investments
Massachusetts
$280K +$11.7K +480 +4%
PTC
341
Private Trust Company
Ohio
$278K -$2.94K -121 -1%
NLWP
342
Next Level Wealth Planning
Idaho
$276K
SVWA
343
Sarver Vrooman Wealth Advisors
Missouri
$275K +$39.3K +1,616 +17%
VHAM
344
Van Hulzen Asset Management
California
$274K +$69.5K +2,859 +34%
CFG
345
Cornerstone Financial Group
Nebraska
$270K +$3.89K +160 +1%
HA
346
Hanover Advisors
South Carolina
$269K +$269K +11,069 New
JESC
347
J.E. Simmons & Co
Texas
$261K +$262K +10,769 New
CHA
348
Cooper/Haims Advisors
New York
$261K
HFA
349
Highland Financial Advisors
New Jersey
$258K
NGA
350
Naples Global Advisors
Florida
$256K +$256K +10,555 New