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iShares iBonds Dec 2027 Term Corporate ETF

371 hedge funds and large institutions have $2.48B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 203 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
HBT
101
Heartland Bank & Trust
Illinois
$4.54M
QFA
102
Quantum Financial Advisors
California
$4.5M
HW
103
Hancock Whitney
Mississippi
$4.46M
MWM
104
Modern Wealth Management
Kansas
$4.46M
JP Morgan Chase
105
JP Morgan Chase
New York
$4.33M
FBB
106
Fulton Breakefield Broenniman
Maryland
$4.31M
SFS
107
Sowell Financial Services
Arkansas
$4.29M
TF
108
TLWM Financial
Texas
$4.27M
CTWM
109
Cherry Tree Wealth Management
Minnesota
$4.18M
PFS
110
Prospera Financial Services
Texas
$4.02M
LWANC
111
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.89M
MGIA
112
Matthew Goff Investment Advisor
Texas
$3.74M
RF
113
Robbins Farley
New Hampshire
$3.63M
CCWA
114
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.54M
MA
115
MONECO Advisors
Connecticut
$3.5M
BFIM
116
Beese Fulmer Investment Management
Ohio
$3.47M
EPW
117
Evergreen Private Wealth
Colorado
$3.3M
MW
118
Members Wealth
Pennsylvania
$3.23M
PWP
119
Precedent Wealth Partners
Texas
$3.19M
CPIA
120
Cornell Pochily Investment Advisors
New York
$3.14M
WWM
121
WJ Wealth Management
Arizona
$3.11M
SP
122
Stonebrook Private
Michigan
$3.06M
JCM
123
Jacobi Capital Management
Pennsylvania
$3.05M
FA
124
FF Advisors
California
$3M
FWMM
125
Foundation Wealth Management (Missouri)
Missouri
$2.99M