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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
ES
326
Eagle Strategies
New York
$355K
1WM
327
1900 Wealth Management
Texas
$352K
FF
328
Farnam Financial
Arizona
$349K
KAS
329
KPP Advisory Services
Kentucky
$348K
HCM
330
Hengehold Capital Management
Ohio
$346K
VFIC
331
Valley Forge Investment Consultants
Pennsylvania
$334K
PS
332
Principal Securities
Iowa
$331K
LNB
333
Ledyard National Bank
$331K
FJWM
334
Ferguson Johnson Wealth Management
Maryland
$326K
FFG
335
Fortune Financial Group
Florida
$325K
JLBC
336
J.L. Bainbridge & Co
Florida
$323K
EWP
337
Evergreen Wealth Partners
Montana
$318K
GCA
338
Gradient Capital Advisors
California
$316K
BFS
339
BridgePort Financial Solutions
Iowa
$311K
STA
340
Summit Trail Advisors
New York
$310K
IAIM
341
International Assets Investment Management
Florida
$306K
UCB
342
United Community Bank
South Carolina
$305K
Betterment LLC
343
Betterment LLC
New York
$302K
YWM
344
Yoder Wealth Management
California
$296K
SVWA
345
Sarver Vrooman Wealth Advisors
Missouri
$296K
MWP
346
Meredith Wealth Planning
Illinois
$291K
Fidelity Investments
347
Fidelity Investments
Massachusetts
$289K
MWM
348
Meridian Wealth Management
Kentucky
$288K
AO
349
Advisor OS
Illinois
$282K
PTC
350
Private Trust Company
Ohio
$277K