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iShares iBonds Dec 2027 Term Corporate ETF

371 hedge funds and large institutions have $2.48B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 203 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
26
RVW Wealth
California
$25.2M
Stifel Financial
27
Stifel Financial
Missouri
$24.7M
KA
28
Klingman & Associates
New York
$24M
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$21.9M
HCM
30
Hengehold Capital Management
Ohio
$21.8M
SAM
31
Summit Asset Management
Tennessee
$17.4M
GT
32
Glenview Trust
Kentucky
$17.2M
BEI
33
Benjamin Edwards Inc
Missouri
$17.1M
R
34
Rebalance
California
$17.1M
KAS
35
Kestra Advisory Services
Texas
$16.6M
NA
36
NewEdge Advisors
Louisiana
$15.4M
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$15.2M
US Bancorp
38
US Bancorp
Minnesota
$15M
WCP
39
Wick Capital Partners
Pennsylvania
$13.7M
AF
40
Arrow Financial
New York
$13.6M
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$12.8M
GRP
42
Global Retirement Partners
California
$12.8M
ST
43
Spinnaker Trust
Maine
$12.7M
CTC
44
Central Trust Company
Missouri
$12.2M
MFIM
45
Mesirow Financial Investment Management
Illinois
$11M
WCM
46
Windsor Capital Management
Arizona
$10.8M
LWM
47
Lyell Wealth Management
California
$10.8M
SG
48
Strid Group
Pennsylvania
$10.6M
FIBOI
49
First International Bank of Israel
$10.3M
CFS
50
Commonwealth Financial Services
West Virginia
$10.2M