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iShares iBonds Dec 2027 Term Corporate ETF

365 hedge funds and large institutions have $2.41B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 193 increasing their positions, 85 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+3
Holders Change %
+0.83%
% of All Funds
4.9%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.31%
New
29
Increased
193
Reduced
85
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
351
Physician Wealth Advisors
Utah
$52.7K
BF
352
BOK Financial
Oklahoma
$50.8K +$50.8K +2,093 New
S
353
Sachetta
Massachusetts
$48.5K
BCWM
354
Bartlett & Co Wealth Management
Ohio
$48.5K
S
355
SignatureFD
Georgia
$40.3K
SC
356
Stephens Consulting
Michigan
$36.7K +$413 +17 +1%
HWM
357
Hemington Wealth Management
Virginia
$32K
FRA
358
Front Row Advisors
California
$29.1K
AC
359
AlphaCore Capital
California
$28K -$20.3K -835 -42%
HCM
360
Hollencrest Capital Management
California
$26.6K +$26.6K +1,095 New
AssetMark Inc
361
AssetMark Inc
California
$26K +$4.76K +196 +22%
SWM
362
Spire Wealth Management
Virginia
$25.3K
CAM
363
Creekmur Asset Management
Illinois
$25.1K +$8.03K +331 +47%
EB
364
Eastern Bank
Massachusetts
$24.6K
M
365
MOTCO
Texas
$23.9K
LB
366
Legacy Bridge
Iowa
$21.8K +$1.48K +61 +7%
AAG
367
Armstrong Advisory Group
Massachusetts
$20.8K
HNB
368
Huntington National Bank
Ohio
$20.6K -$5.32K
CT
369
Colonial Trust
South Carolina
$19.4K
AF
370
Advisornet Financial
Minnesota
$19.1K +$194 +8 +1%
BTI
371
Blue Trust Inc
Georgia
$18.5K +$218 +9 +1%
BCPWM
372
Bradley & Co Private Wealth Management
Florida
$15.2K
AAS
373
Ameritas Advisory Services
Nebraska
$14.3K +$14.3K +590 New
AWM
374
AE Wealth Management
Kansas
$10.2K
CCMI
375
Creative Capital Management Investments
California
$9.64K +$9.64K +397 New