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iShares iBonds Dec 2027 Term Corporate ETF

364 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, 192 increasing their positions, 85 reducing their positions, and 16 closing their positions.

Holders
364
Holders Change
+2
Holders Change %
+0.55%
% of All Funds
4.89%
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
192
Reduced
85
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CBT
101
Crews Bank & Trust
Florida
$4.44M 183,085 +9,240 +5%
VWMG
102
Virginia Wealth Management Group
Virginia
$4.35M 179,185 +4,480 +3%
Focus Partners Wealth
103
Focus Partners Wealth
Massachusetts
$4.29M 176,746 +176,746 New
TF
104
TLWM Financial
Texas
$4.28M 176,191 -4,305 -2%
HW
105
Hancock Whitney
Mississippi
$4.25M 174,933 +174,933 New
CTWM
106
Cherry Tree Wealth Management
Minnesota
$4.21M 173,383 +3,093 +2%
MYLI
107
Meiji Yasuda Life Insurance
Japan
$4.2M 173,000 +173,000 New
MWM
108
Modern Wealth Management
Kansas
$4.03M 165,900 +42,175 +34%
SFS
109
Sowell Financial Services
Arkansas
$4.02M 165,435 -1,489 -0.9%
Osaic Holdings
110
Osaic Holdings
Arizona
$3.99M 166,440 -19,517 -10%
FBB
111
Fulton Breakefield Broenniman
Maryland
$3.97M 163,728 +4,645 +3%
CIM
112
Confluence Investment Management
Missouri
$3.95M 162,767 -616 -0.4%
QFA
113
Quantum Financial Advisors
California
$3.83M 157,723 +25,287 +19%
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$3.78M 156,452 +846 +0.5%
HBT
115
Heartland Bank & Trust
Illinois
$3.65M 150,594 +51,475 +52%
MAS
116
Madden Advisory Services
Florida
$3.59M 147,994 +41,812 +39%
SFB
117
STAR Financial Bank
Indiana
$3.56M 146,505 +8,530 +6%
WI
118
WrapManager Inc
California
$3.46M 142,591 +2,661 +2%
JPMorgan Chase & Co
119
JPMorgan Chase & Co
New York
$3.42M 140,976 +31,756 +29%
MA
120
MONECO Advisors
Connecticut
$3.39M 139,881 +8,477 +6%
CCWA
121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.34M 137,467 +19,642 +17%
BFIM
122
Beese Fulmer Investment Management
Ohio
$3.33M 137,261 +137,261 New
EPW
123
Evergreen Private Wealth
Colorado
$3.32M 136,680 +7,276 +6%
RF
124
Robbins Farley
New Hampshire
$3.12M 128,425 +7,824 +6%
PWP
125
Precedent Wealth Partners
Texas
$3.05M 125,616 +12,848 +11%