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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
APP
351
Avantax Planning Partners
Iowa
$254K
CPIG
352
Chicago Partners Investment Group
Illinois
$254K +$2.75K +113 +1%
GA
353
Greenspring Advisors
Maryland
$250K +$251K +10,316 New
HWM
354
Horizons Wealth Management
North Carolina
$248K
Betterment LLC
355
Betterment LLC
New York
$248K +$42.7K +1,758 +21%
FIA
356
Foundations Investment Advisors
Arizona
$244K +$244K +10,043 New
BWM
357
Briggs Wealth Management
Connecticut
$241K +$241K +9,937 New
SHA
358
Seneca House Advisors
Virginia
$236K +$236K +9,705 New
GWM
359
Geneos Wealth Management
Colorado
$234K
WSFS
360
Wilmington Savings Fund Society
Delaware
$233K +$160K +6,600 +220%
CA
361
Calton & Associates
Florida
$232K -$16K -659 -6%
MWM
362
Maridea Wealth Management
New York
$230K +$231K +9,490 New
S
363
SignatureFD
Georgia
$230K -$54.8K -2,254 -19%
SAG
364
SageView Advisory Group
California
$229K +$229K +9,416 New
RA
365
Riverstone Advisors
Texas
$226K +$1.04K +43 +0.5%
JLBC
366
J.L. Bainbridge & Co
Florida
$223K
MAG
367
M3 Advisory Group
Massachusetts
$222K
Fifth Third Bancorp
368
Fifth Third Bancorp
Ohio
$221K +$108K +4,459 +96%
WIA
369
World Investment Advisors
California
$221K +$221K +9,092 New
LFAS
370
Level Four Advisory Services
Texas
$220K +$220K +9,055 New
MIG
371
McGuire Investment Group
Rhode Island
$217K +$217K +8,947 New
DAS
372
Daybright Advisory Services
Florida
$217K +$217K +8,938 New
ML
373
MLP3 LLC
New Jersey
$215K +$216K +8,875 New
CWS
374
Cypress Wealth Services
California
$215K
MWA
375
Midland Wealth Advisors
Illinois
$210K