IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

365 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, 193 increasing their positions, 85 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+3
Holders Change %
+0.83%
% of All Funds
4.9%
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
193
Reduced
85
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CBT
101
Crews Bank & Trust
Florida
$4.44M +$224K +9,240 +5%
VWMG
102
Virginia Wealth Management Group
Virginia
$4.35M +$109K +4,480 +3%
Focus Partners Wealth
103
Focus Partners Wealth
Massachusetts
$4.29M +$4.29M +176,746 New
TF
104
TLWM Financial
Texas
$4.28M -$104K -4,305 -2%
HW
105
Hancock Whitney
Mississippi
$4.25M +$4.25M +174,933 New
CTWM
106
Cherry Tree Wealth Management
Minnesota
$4.21M +$75.1K +3,093 +2%
MYLI
107
Meiji Yasuda Life Insurance
Japan
$4.2M +$4.2M +173,000 New
MWM
108
Modern Wealth Management
Kansas
$4.03M +$1.02M +42,175 +34%
SFS
109
Sowell Financial Services
Arkansas
$4.02M -$36.1K -1,489 -0.9%
Osaic Holdings
110
Osaic Holdings
Arizona
$3.99M -$468K -19,517 -10%
FBB
111
Fulton Breakefield Broenniman
Maryland
$3.97M +$113K +4,645 +3%
CIM
112
Confluence Investment Management
Missouri
$3.95M -$15K -616 -0.4%
QFA
113
Quantum Financial Advisors
California
$3.83M +$614K +25,287 +19%
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$3.78M +$20.4K +846 +0.5%
HBT
115
Heartland Bank & Trust
Illinois
$3.65M +$1.25M +51,475 +52%
MAS
116
Madden Advisory Services
Florida
$3.59M +$1.01M +41,812 +39%
SFB
117
STAR Financial Bank
Indiana
$3.56M +$207K +8,530 +6%
WI
118
WrapManager Inc
California
$3.46M +$64.6K +2,661 +2%
JPMorgan Chase & Co
119
JPMorgan Chase & Co
New York
$3.42M +$771K +31,756 +29%
MA
120
MONECO Advisors
Connecticut
$3.39M +$206K +8,477 +6%
CCWA
121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.34M +$477K +19,642 +17%
BFIM
122
Beese Fulmer Investment Management
Ohio
$3.33M +$3.33M +137,261 New
EPW
123
Evergreen Private Wealth
Colorado
$3.32M +$177K +7,276 +6%
RF
124
Robbins Farley
New Hampshire
$3.12M +$190K +7,824 +6%
PWP
125
Precedent Wealth Partners
Texas
$3.05M +$312K +12,848 +11%