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iShares iBonds Dec 2027 Term Corporate ETF

362 hedge funds and large institutions have $2.28B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 212 increasing their positions, 60 reducing their positions, and 15 closing their positions.

Holders
362
Holders Change
+14
Holders Change %
+4.02%
% of All Funds
4.92%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
35
Increased
212
Reduced
60
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SF
101
Safeguard Financial
Wisconsin
$4.09M +$941K +38,935 +30%
SFS
102
Sowell Financial Services
Arkansas
$4.04M +$231K +9,572 +6%
BMM
103
Buffington Mohr McNeal
Idaho
$3.98M +$2.07M +85,538 +108%
CIM
104
Confluence Investment Management
Missouri
$3.95M -$50.2K -2,076 -1%
CA
105
CGN Advisors
Kansas
$3.95M +$180K +7,447 +5%
ST
106
Sabal Trust
Florida
$3.85M +$483K +19,972 +14%
FBB
107
Fulton Breakefield Broenniman
Maryland
$3.85M +$293K +12,119 +8%
KF
108
Krilogy Financial
Missouri
$3.8M +$112K +4,620 +3%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$3.76M +$1.16M +47,793 +44%
LWANC
110
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.64M +$118K +4,878 +3%
WI
111
WrapManager Inc
California
$3.38M +$75.5K +3,121 +2%
SFB
112
STAR Financial Bank
Indiana
$3.34M +$142K +5,889 +4%
SWA
113
Sightline Wealth Advisors
Connecticut
$3.31M +$141K +5,811 +4%
QFA
114
Quantum Financial Advisors
California
$3.2M +$410K +16,961 +15%
MA
115
MONECO Advisors
Connecticut
$3.18M +$397K +16,408 +14%
EPW
116
Evergreen Private Wealth
Colorado
$3.13M +$51.4K +2,124 +2%
MGIA
117
Matthew Goff Investment Advisor
Texas
$3.09M -$145K -6,006 -4%
Corient Private Wealth
118
Corient Private Wealth
Florida
$3.09M -$17.2M -717,638 Closed
FWMM
119
Foundation Wealth Management (Missouri)
Missouri
$3.02M +$42.4K +1,752 +1%
EWA
120
EP Wealth Advisors
California
$3.01M -$31.5K -1,304 -1%
MWM
121
Modern Wealth Management
Kansas
$2.99M +$876K +36,221 +41%
LIA
122
LBMC Investment Advisors
Tennessee
$2.97M +$1.3M +53,572 +77%
RF
123
Robbins Farley
New Hampshire
$2.92M -$15.9K -657 -0.5%
SP
124
Stonebrook Private
Michigan
$2.89M +$103K +4,273 +4%
FCM
125
Fortis Capital Management
Washington
$2.89M -$216K -8,952 -7%