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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
MWM
376
MinichMacGregor Wealth Management
New York
$210K
EAM
377
Empirical Asset Management
Massachusetts
$210K -$182K -7,478 -46%
PA
378
PSI Advisors
Florida
$206K
SC
379
Scotia Capital
Ontario, Canada
$206K
SPA
380
Sentinel Pension Advisors
Massachusetts
$203K -$1.31K -54 -0.6%
AA
381
Alesco Advisors
New York
$203K
BCV
382
Banque Cantonale Vaudoise
Switzerland
$185K -$16.1K -663 -8%
OHWP
383
Oak Harbor Wealth Partners
North Carolina
$176K +$9.45K +389 +6%
TC
384
Trust Company
Kansas
$168K -$33.9K -1,394 -17%
HA
385
Hyposwiss Advisors
$154K +$154K +6,345 New
ACA
386
Aptus Capital Advisors
Alabama
$150K -$67.8M -2,791,998 -100%
BA
387
Ballast Advisors
Minnesota
$150K +$9.62K +396 +7%
BWL
388
Bogart Wealth LLC
Virginia
$136K +$73 +3 +0.1%
FHA
389
Flagship Harbor Advisors
Massachusetts
$131K +$131K +5,375 New
BF
390
BOK Financial
Oklahoma
$126K +$127K +5,207 New
GI
391
GAMMA Investing
California
$116K +$4.83K +199 +4%
CT
392
Coastline Trust
Rhode Island
$106K
FRA
393
Front Row Advisors
California
$102K
AWM
394
AE Wealth Management
Kansas
$101K +$90.5K +3,725 +887%
HWA
395
HHM Wealth Advisors
Tennessee
$91K
CB
396
CNB Bank
Pennsylvania
$90.9K -$107K -4,384 -54%
KOCAA
397
Knights of Columbus Asset Advisors
Connecticut
$88.8K
BOJHT
398
Bank of Jackson Hole Trust
Wyoming
$85.6K
BCCM
399
Black Cypress Capital Management
Florida
$80.1K +$31.6K +1,300 +65%
ADL
400
Asset Dedication LLC
California
$78.9K