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iShares iBonds Dec 2027 Term Corporate ETF

362 hedge funds and large institutions have $2.28B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 212 increasing their positions, 60 reducing their positions, and 15 closing their positions.

Holders
362
Holders Change
+14
Holders Change %
+4.02%
% of All Funds
4.92%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
35
Increased
212
Reduced
60
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
76
Allworth Financial
California
$5.66M -$59.3K -2,456 -1%
SWA
77
Sax Wealth Advisors
New Jersey
$5.62M +$718K +29,687 +15%
PWM
78
Praetorian Wealth Management
California
$5.61M +$412K +17,052 +8%
AI
79
Atria Investments
North Carolina
$5.35M +$214K +8,843 +4%
PA
80
Parallel Advisors
California
$5.32M -$636K -26,297 -11%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$5.32M +$136K +5,620 +3%
HFRG
82
Houlihan Financial Resource Group
Virginia
$5.3M -$115K -4,765 -2%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$5.18M +$1.23M +50,780 +31%
4FG
84
4Thought Financial Group
New York
$5.16M +$585K +24,207 +13%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$5.15M +$1.11M +45,899 +27%
KNW
86
Kesler Norman & Wride
Utah
$5M +$326K +13,482 +7%
SCG
87
Sonata Capital Group
Washington
$4.98M +$27.5K +1,137 +0.6%
LWL
88
Leo Wealth LLC
Texas
$4.66M +$394K +16,294 +9%
LIM
89
Leavell Investment Management
Alabama
$4.6M +$641K +26,526 +16%
DSA
90
Droms Strauss Advisors
Missouri
$4.6M +$314K +12,992 +7%
GI
91
GAMMA Investing
California
$4.59M +$944K +39,052 +26%
GPA
92
Guidance Point Advisors
Massachusetts
$4.53M -$4.44M
Osaic Holdings
93
Osaic Holdings
Arizona
$4.5M -$716K -29,602 -14%
CWM
94
Centricity Wealth Management
Ohio
$4.39M +$409K +16,910 +10%
TF
95
TLWM Financial
Texas
$4.36M -$61.7K -2,552 -1%
IWC
96
Integrated Wealth Concepts
Massachusetts
$4.35M +$1.33M +55,060 +44%
RCA
97
Resonant Capital Advisors
Wisconsin
$4.31M +$151K +6,255 +4%
VWMG
98
Virginia Wealth Management Group
Virginia
$4.22M +$488K +20,200 +13%
CBT
99
Crews Bank & Trust
Florida
$4.2M +$207K +8,575 +5%
CTWM
100
Cherry Tree Wealth Management
Minnesota
$4.12M +$211K +8,722 +5%