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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
BCPWM
426
Bradley & Co Private Wealth Management
Florida
$15.2K
CI
427
CX Institutional
Indiana
$14K +$194 +8 +1%
FPB
428
First PREMIER Bank
South Dakota
$8K
SWM
429
SHP Wealth Management
Massachusetts
$3.69K +$3.69K +152 New
IIM
430
IFC & Insurance Marketing
California
$3K +$2.67K +110 New
CRI
431
Commonwealth Retirement Investments
Virginia
$8
Renaissance Technologies
432
Renaissance Technologies
New York
-$4.9M -201,516 Closed
MGIA
433
Matthew Goff Investment Advisor
Texas
-$3.74M -153,758 Closed
Citadel Advisors
434
Citadel Advisors
Florida
-$2.23M -91,527 Closed
Corient Private Wealth
435
Corient Private Wealth
Florida
-$2.02M -82,832 Closed
CPRC
436
Consolidated Portfolio Review Corp
New York
-$1.23M -50,520 Closed
SSWM
437
Smith Salley Wealth Management
North Carolina
-$542K -22,278 Closed
UCB
438
United Community Bank
South Carolina
-$307K -12,630 Closed
CF
439
Cyr Financial
Illinois
-$233K -9,575 Closed
MF
440
Montis Financial
Massachusetts
-$231K -9,497 Closed
GSB
441
Greenfield Savings Bank
Massachusetts
-$230K -9,464 Closed
SB
442
Strategic Blueprint
Georgia
-$229K -9,401 Closed
DWM
443
Dakota Wealth Management
Florida
-$218K -8,950 Closed
MA
444
MKT Advisors
California
-$212K -8,720 Closed
KHC
445
Koesten Hirschmann & Crabtree
Kansas
-$126K -5,160 Closed
S
446
Sachetta
Massachusetts
-$48.7K -2,000 Closed
NB
447
NBT Bank
New York
-$18.3K -750 Closed
KA
448
Kozak & Associates
Colorado
-$13.7K -563 Closed
AAS
449
Ameritas Advisory Services
Nebraska
-$9.54K -392 Closed
FFA
450
Founders Financial Alliance
North Carolina
-$5.67K -233 Closed