We are live on ! Find out more
IBDS icon

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
PB
401
Pinnacle Bancorp
Nebraska
$77.1K
CIBC Private Wealth Group
402
CIBC Private Wealth Group
Georgia
$67.8K +$8.19K +337 +14%
Barclays
403
Barclays
United Kingdom
$66.4K
BCM
404
Boreal Capital Management
Florida
$65.6K
SS
405
Sunbelt Securities
Texas
$65.6K
ME
406
McIlrath & Eck
Washington
$62.4K +$899 +37 +1%
National Bank of Canada
407
National Bank of Canada
Quebec, Canada
$61.2K -$34.5K -1,420 -36%
BFS
408
Burkett Financial Services
South Carolina
$60.7K +$60.7K +2,500 New
PWA
409
Physician Wealth Advisors
Utah
$52.7K
BFP
410
Birchwood Financial Partners
Minnesota
$50.4K +$50.4K +2,075 New
BCWM
411
Bartlett & Co Wealth Management
Ohio
$48.6K
SC
412
Stephens Consulting
Michigan
$37.6K +$559 +23 +2%
LB
413
Legacy Bridge
Iowa
$34.4K -$6.68K -275 -16%
SWM
414
Spire Wealth Management
Virginia
$34.1K +$8.79K +362 +35%
AssetMark Inc
415
AssetMark Inc
California
$31.9K +$7.39K +304 +30%
TRCT
416
Tower Research Capital (TRC)
New York
$25.7K -$27.5K -1,131 -52%
TBFA
417
Three Bearings Fiduciary Advisors
New Hampshire
$24.9K +$24.8K +1,022 New
EB
418
Eastern Bank
Massachusetts
$24.6K
M
419
MOTCO
Texas
$24K
AAG
420
Armstrong Advisory Group
Massachusetts
$20.8K
HBW
421
Hazlett, Burt & Watson
West Virginia
$20K +$267 +11 +1%
AF
422
Advisornet Financial
Minnesota
$19.6K +$292 +12 +2%
CT
423
Colonial Trust
South Carolina
$19.4K
BTI
424
Blue Trust Inc
Georgia
$18.9K +$267 +11 +1%
MWA
425
Medallion Wealth Advisors
Connecticut
$17.7K