IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

370 hedge funds and large institutions have $2.35B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 196 increasing their positions, 85 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
WWM
76
WJ Wealth Management
Arizona
$5.74M
AF
77
Allworth Financial
California
$5.72M
PA
78
Probity Advisors
Texas
$5.62M
SWP
79
Stratos Wealth Partners
Ohio
$5.48M
KTM
80
Keeler Thomas Management
Utah
$5.47M
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$5.44M
SWA
82
Sax Wealth Advisors
New Jersey
$5.43M
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$5.42M
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$5.32M
HFRG
85
Houlihan Financial Resource Group
Virginia
$5.28M
SCG
86
Sonata Capital Group
Washington
$5.22M
LIM
87
Leavell Investment Management
Alabama
$5.1M
KNW
88
Kesler Norman & Wride
Utah
$4.98M
CWM
89
Centricity Wealth Management
Ohio
$4.93M
AI
90
Atria Investments
North Carolina
$4.87M
LWL
91
Leo Wealth LLC
Texas
$4.85M
4FG
92
4Thought Financial Group
New York
$4.79M
LIA
93
LBMC Investment Advisors
Tennessee
$4.74M
IWC
94
Integrated Wealth Concepts
Massachusetts
$4.71M
Osaic Holdings
95
Osaic Holdings
Arizona
$4.68M
DSA
96
Droms Strauss Advisors
Missouri
$4.63M
KF
97
Krilogy Financial
Missouri
$4.58M
GPA
98
Guidance Point Advisors
Massachusetts
$4.54M
MFG
99
Merit Financial Group
Georgia
$4.51M
RCA
100
Resonant Capital Advisors
Wisconsin
$4.5M