We are live on ! Find out more
IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

428 hedge funds and large institutions have $2.85B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 243 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
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
HFRG
101
Houlihan Financial Resource Group
Virginia
$5.65M
KF
102
Krilogy Financial
Missouri
$5.4M
CBT
103
Crews Bank & Trust
Florida
$5.39M
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$5.39M
DSA
105
Droms Strauss Advisors
Missouri
$5.34M
GPA
106
Guidance Point Advisors
Massachusetts
$5.27M
4FG
107
4Thought Financial Group
New York
$5.26M
EL
108
ES4 LLC
California
$5.23M
HBT
109
Heartland Bank & Trust
Illinois
$5.04M
LWL
110
Leo Wealth LLC
Texas
$4.93M
PIM
111
Penobscot Investment Management
Massachusetts
$4.92M
CCWA
112
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.87M
VWMG
113
Virginia Wealth Management Group
Virginia
$4.84M
HW
114
Hancock Whitney
Mississippi
$4.67M
FBB
115
Fulton Breakefield Broenniman
Maryland
$4.6M
CPIA
116
Cornell Pochily Investment Advisors
New York
$4.53M
SFS
117
Sowell Financial Services
Arkansas
$4.51M
VA
118
Valmark Advisers
Ohio
$4.51M
PFS
119
Prospera Financial Services
Texas
$4.29M
RF
120
Robbins Farley
New Hampshire
$4.19M
RFC
121
Regions Financial Corp
Alabama
$4.15M
CTWM
122
Cherry Tree Wealth Management
Minnesota
$4.15M
Osaic Holdings
123
Osaic Holdings
Arizona
$4.13M
GDP
124
Great Diamond Partners
Maine
$4.12M
LWANC
125
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.06M