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iShares iBonds Dec 2027 Term Corporate ETF

370 hedge funds and large institutions have $2.35B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 196 increasing their positions, 85 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
SWA
101
Sightline Wealth Advisors
Connecticut
$4.5M
CBT
102
Crews Bank & Trust
Florida
$4.44M
VWMG
103
Virginia Wealth Management Group
Virginia
$4.35M
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$4.29M
TF
105
TLWM Financial
Texas
$4.28M
HW
106
Hancock Whitney
Mississippi
$4.25M
CTWM
107
Cherry Tree Wealth Management
Minnesota
$4.21M
MYLI
108
Meiji Yasuda Life Insurance
Japan
$4.2M
MWM
109
Modern Wealth Management
Kansas
$4.03M
SFS
110
Sowell Financial Services
Arkansas
$4.02M
FBB
111
Fulton Breakefield Broenniman
Maryland
$3.97M
CIM
112
Confluence Investment Management
Missouri
$3.95M
QFA
113
Quantum Financial Advisors
California
$3.83M
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$3.78M
LWANC
115
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.7M
HBT
116
Heartland Bank & Trust
Illinois
$3.65M
MAS
117
Madden Advisory Services
Florida
$3.59M
SFB
118
STAR Financial Bank
Indiana
$3.56M
WI
119
WrapManager Inc
California
$3.46M
JP Morgan Chase
120
JP Morgan Chase
New York
$3.42M
MA
121
MONECO Advisors
Connecticut
$3.39M
CCWA
122
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.34M
BFIM
123
Beese Fulmer Investment Management
Ohio
$3.33M
EPW
124
Evergreen Private Wealth
Colorado
$3.32M
RF
125
Robbins Farley
New Hampshire
$3.12M