IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

377 hedge funds and large institutions have $2.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 208 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
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
VWMG
101
Virginia Wealth Management Group
Virginia
$4.73M
MAS
102
Madden Advisory Services
Florida
$4.73M
KNW
103
Kesler Norman & Wride
Utah
$4.63M
GPA
104
Guidance Point Advisors
Massachusetts
$4.58M
HBT
105
Heartland Bank & Trust
Illinois
$4.54M
QFA
106
Quantum Financial Advisors
California
$4.5M
HW
107
Hancock Whitney
Mississippi
$4.46M
MWM
108
Modern Wealth Management
Kansas
$4.46M
JP Morgan Chase
109
JP Morgan Chase
New York
$4.33M
FBB
110
Fulton Breakefield Broenniman
Maryland
$4.31M
SFS
111
Sowell Financial Services
Arkansas
$4.29M
TF
112
TLWM Financial
Texas
$4.27M
CTWM
113
Cherry Tree Wealth Management
Minnesota
$4.18M
PFS
114
Prospera Financial Services
Texas
$4.02M
LWANC
115
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.89M
MGIA
116
Matthew Goff Investment Advisor
Texas
$3.74M
RF
117
Robbins Farley
New Hampshire
$3.63M
CCWA
118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.54M
MA
119
MONECO Advisors
Connecticut
$3.5M
BFIM
120
Beese Fulmer Investment Management
Ohio
$3.47M
EPW
121
Evergreen Private Wealth
Colorado
$3.3M
MW
122
Members Wealth
Pennsylvania
$3.23M
PWP
123
Precedent Wealth Partners
Texas
$3.19M
CPIA
124
Cornell Pochily Investment Advisors
New York
$3.14M
WWM
125
WJ Wealth Management
Arizona
$3.11M