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iShares iBonds Dec 2027 Term Corporate ETF

365 hedge funds and large institutions have $2.41B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 193 increasing their positions, 85 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+3
Holders Change %
+0.83%
% of All Funds
4.9%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.31%
New
29
Increased
193
Reduced
85
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
76
WJ Wealth Management
Arizona
$5.74M -$6.56M -270,238 -53%
AF
77
Allworth Financial
California
$5.72M +$26K +1,072 +0.5%
PA
78
Probity Advisors
Texas
$5.62M -$1.2M -49,263 -18%
SWP
79
Stratos Wealth Partners
Ohio
$5.48M -$6.03M
KTM
80
Keeler Thomas Management
Utah
$5.47M -$983K -40,502 -15%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$5.44M +$242K +9,954 +5%
SWA
82
Sax Wealth Advisors
New Jersey
$5.43M -$211K -8,676 -4%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$5.42M +$254K +10,460 +5%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$5.32M -$20.7K -851 -0.4%
HFRG
85
Houlihan Financial Resource Group
Virginia
$5.28M -$33.4K -1,377 -0.6%
SCG
86
Sonata Capital Group
Washington
$5.23M +$228K +9,405 +5%
LIM
87
Leavell Investment Management
Alabama
$5.1M +$480K +19,785 +10%
KNW
88
Kesler Norman & Wride
Utah
$4.98M -$32.9K -1,357 -0.7%
CWM
89
Centricity Wealth Management
Ohio
$4.93M +$522K +21,497 +12%
AI
90
Atria Investments
North Carolina
$4.87M -$502K -20,670 -9%
LWL
91
Leo Wealth LLC
Texas
$4.85M +$171K +7,063 +4%
4FG
92
4Thought Financial Group
New York
$4.79M -$387K -15,942 -7%
LIA
93
LBMC Investment Advisors
Tennessee
$4.74M +$1.75M +72,232 +59%
IWC
94
Integrated Wealth Concepts
Massachusetts
$4.71M +$347K +14,279 +8%
DSA
95
Droms Strauss Advisors
Missouri
$4.63M +$18.3K +753 +0.4%
KF
96
Krilogy Financial
Missouri
$4.58M +$768K +31,632 +20%
GPA
97
Guidance Point Advisors
Massachusetts
$4.54M -$4.53M
MFG
98
Merit Financial Group
Georgia
$4.51M +$4.51M +185,813 New
RCA
99
Resonant Capital Advisors
Wisconsin
$4.5M +$181K +7,452 +4%
SWA
100
Sightline Wealth Advisors
Connecticut
$4.5M +$1.18M +48,586 +36%