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
EWA
51
EP Wealth Advisors
California
$12.5M +$12.5M +516,198 New
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$12.1M -$671K -27,623 -5%
NG
53
Northstar Group
New York
$11.1M
WCM
54
Windsor Capital Management
Arizona
$10.7M -$10.8M -444,891 Closed
FNT
55
First National Trust
Pennsylvania
$10.6M +$1.74M +71,448 +19%
BPA
56
Beacon Pointe Advisors
California
$10.6M +$1.12M +46,113 +12%
CFS
57
Commonwealth Financial Services
West Virginia
$10.6M +$421K +17,329 +4%
FIBOI
58
First International Bank of Israel
$10.3M
NG
59
Novem Group
New York
$9.98M +$603K +24,814 +6%
CIM
60
Confluence Investment Management
Missouri
$9.55M -$550K -22,636 -5%
MFIM
61
Mesirow Financial Investment Management
Illinois
$9.44M -$1.57M -64,429 -14%
AF
62
Allworth Financial
California
$9.37M +$2.99M +123,082 +47%
BlackRock
63
BlackRock
New York
$9M +$7.08M +291,516 +369%
CP
64
Cornerstone Planning
North Carolina
$8.71M +$8.71M +358,586 New
AIA
65
Arcadia Investment Advisors
Idaho
$8.58M +$865K +35,620 +11%
PWS
66
Peloton Wealth Strategists
Indiana
$8.51M +$276K +11,355 +3%
Creative Planning
67
Creative Planning
Kansas
$8.44M -$358K -14,745 -4%
I
68
InvesTrust
Oklahoma
$8.35M -$160K -6,600 -2%
E3F
69
Eight 31 Financial
Texas
$8.19M +$556K +22,898 +7%
PPWM
70
PFG Private Wealth Management
Florida
$7.96M +$7.96M +327,715 New
AI
71
Atria Investments
North Carolina
$7.83M +$2.86M +117,810 +58%
MFG
72
Merit Financial Group
Georgia
$7.35M +$1.79M +73,804 +32%
KNW
73
Kesler Norman & Wride
Utah
$7.32M +$2.63M +108,445 +56%
IA
74
IFP Advisors
Florida
$7.14M +$16.8K +690 +0.2%
SCM
75
Spreng Capital Management
Ohio
$7.06M +$7.07M +290,835 New