IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

404 hedge funds and large institutions have $2.8B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 229 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
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
CBT
101
Crews Bank & Trust
Florida
$5.17M
GPA
102
Guidance Point Advisors
Massachusetts
$5.13M
MMA
103
Miracle Mile Advisors
California
$5.12M
IWC
104
Integrated Wealth Concepts
Massachusetts
$4.9M
VWMG
105
Virginia Wealth Management Group
Virginia
$4.87M
PIM
106
Penobscot Investment Management
Massachusetts
$4.84M
LWL
107
Leo Wealth LLC
Texas
$4.8M
QFA
108
Quantum Financial Advisors
California
$4.78M
HBT
109
Heartland Bank & Trust
Illinois
$4.78M
SWA
110
Sightline Wealth Advisors
Connecticut
$4.68M
SFS
111
Sowell Financial Services
Arkansas
$4.45M
HW
112
Hancock Whitney
Mississippi
$4.39M
Jones Financial Companies
113
Jones Financial Companies
Missouri
$4.35M
FBB
114
Fulton Breakefield Broenniman
Maryland
$4.32M
CTWM
115
Cherry Tree Wealth Management
Minnesota
$4.23M
PFS
116
Prospera Financial Services
Texas
$4.2M
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$4.2M
Osaic Holdings
118
Osaic Holdings
Arizona
$4.19M
VA
119
Valmark Advisers
Ohio
$4.16M
UCFA
120
United Capital Financial Advisors
Texas
$4.12M
TF
121
TLWM Financial
Texas
$4.04M
RF
122
Robbins Farley
New Hampshire
$4.03M
LWANC
123
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.96M
CPIA
124
Cornell Pochily Investment Advisors
New York
$3.8M
CCWA
125
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.74M