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iShares iBonds Dec 2027 Term Corporate ETF

428 hedge funds and large institutions have $2.85B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 243 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
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
LWM
51
Lyell Wealth Management
California
$13.5M
NG
52
Novem Group
New York
$12.6M
EWA
53
EP Wealth Advisors
California
$12.4M
BPA
54
Beacon Pointe Advisors
California
$11.7M
NG
55
Northstar Group
New York
$11.7M
CFS
56
Commonwealth Financial Services
West Virginia
$11.3M
BFIM
57
Beese Fulmer Investment Management
Ohio
$10.9M
AF
58
Arrow Financial
New York
$10.5M
WCM
59
Windsor Capital Management
Arizona
$10.5M
FIBOI
60
First International Bank of Israel
$10.2M
CP
61
Cornerstone Planning
North Carolina
$9.67M
AF
62
Allworth Financial
California
$9.66M
IA
63
IFP Advisors
Florida
$9.11M
AIA
64
Arcadia Investment Advisors
Idaho
$9.1M
MFG
65
Merit Financial Group
Georgia
$8.59M
PWS
66
Peloton Wealth Strategists
Indiana
$8.53M
I
67
InvesTrust
Oklahoma
$8.43M
PPWM
68
PFG Private Wealth Management
Florida
$8.19M
AI
69
Atria Investments
North Carolina
$8.11M
MMA
70
Miracle Mile Advisors
California
$8.02M
E3F
71
Eight 31 Financial
Texas
$7.98M
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$7.85M
Creative Planning
73
Creative Planning
Kansas
$7.62M
LIM
74
Leavell Investment Management
Alabama
$7.6M
KNW
75
Kesler Norman & Wride
Utah
$7.45M