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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
FJWM
326
Ferguson Johnson Wealth Management
Maryland
$326K
EWP
327
Evergreen Wealth Partners
Montana
$320K
GCA
328
Gradient Capital Advisors
California
$316K
KAS
329
KPP Advisory Services
Kentucky
$311K
IAIM
330
International Assets Investment Management
Florida
$308K
YWM
331
Yoder Wealth Management
California
$305K
MCA
332
Maryland Capital Advisors
Maryland
$302K
RWM
333
Ritholtz Wealth Management
New York
$301K
PS
334
Principal Securities
Iowa
$298K
HI
335
Harbour Investments
Wisconsin
$296K
MWP
336
Meredith Wealth Planning
Illinois
$290K
SL
337
Summitry LLC
California
$290K
CCM
338
CFO Capital Management
Connecticut
$289K
BWM
339
BCS Wealth Management
Tennessee
$281K
Fidelity Investments
340
Fidelity Investments
Massachusetts
$280K
PTC
341
Private Trust Company
Ohio
$278K
NLWP
342
Next Level Wealth Planning
Idaho
$276K
SVWA
343
Sarver Vrooman Wealth Advisors
Missouri
$275K
VHAM
344
Van Hulzen Asset Management
California
$274K
CFG
345
Cornerstone Financial Group
Nebraska
$270K
HA
346
Hanover Advisors
South Carolina
$269K
JESC
347
J.E. Simmons & Co
Texas
$261K
CHA
348
Cooper/Haims Advisors
New York
$261K
HFA
349
Highland Financial Advisors
New Jersey
$258K
NGA
350
Naples Global Advisors
Florida
$256K