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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
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$6.92M +$429K +17,643 +7%
OIA
77
OneDigital Investment Advisors
Kansas
$6.6M +$6.6M +271,655 New
LIM
78
Leavell Investment Management
Alabama
$6.5M +$1.23M +50,514 +23%
PWM
79
Praetorian Wealth Management
California
$6.49M +$522K +21,499 +9%
AUB
80
Atlantic Union Bankshares
Virginia
$6.42M +$434K +17,864 +7%
PA
81
Parallel Advisors
California
$6.38M +$218K +8,988 +4%
IF
82
Ironwood Financial
Arizona
$6.35M +$1.49M +61,446 +31%
SWMG
83
Signature Wealth Management Group
Georgia
$6.32M -$18.2K -748 -0.3%
HA
84
Hamel Associates
New Jersey
$6.31M +$180K +7,395 +3%
SWA
85
Sax Wealth Advisors
New Jersey
$6.26M +$228K +9,380 +4%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$6.06M +$225K +9,278 +4%
SCA
87
Snowden Capital Advisors
New York
$5.98M
LIA
88
LBMC Investment Advisors
Tennessee
$5.91M -$5.5M -226,281 Closed
MAS
89
Madden Advisory Services
Florida
$5.9M +$5.9M +242,827 New
MA
90
MCF Advisors
Kentucky
$5.86M -$815K -33,529 -12%
WPW
91
Winthrop Partners - WNY
New York
$5.82M +$5.83M +239,890 New
SCG
92
Sonata Capital Group
Washington
$5.73M +$515K +21,185 +10%
PA
93
Probity Advisors
Texas
$5.69M +$462K +19,011 +9%
HFRG
94
Houlihan Financial Resource Group
Virginia
$5.61M +$691K +28,433 +29%
RCA
95
Resonant Capital Advisors
Wisconsin
$5.52M +$147K +6,045 +3%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$5.39M +$75.3K +3,101 +1%
KTM
97
Keeler Thomas Management
Utah
$5.38M +$5.38M +221,477 New
KF
98
Krilogy Financial
Missouri
$5.38M +$175K +7,201 +3%
DSA
99
Droms Strauss Advisors
Missouri
$5.37M +$246K +10,110 +5%
MWM
100
Modern Wealth Management
Kansas
$5.2M +$752K +30,967 +17%