We are live on ! Find out more
IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

414 hedge funds and large institutions have $2.82B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 232 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 70

167% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 24

38% more funds holding in top 10

Funds holding in top 10: 1622 (+6)

12% more capital invested

Capital invested by funds: $2.53B → $2.82B (+$291M)

10% more funds holding

Funds holding: 378414 (+36)

2.04% more ownership

Funds ownership: 70.58%72.62% (+2%)

Holders
414
Holders Change
+36
Holders Change %
+9.52%
% of All Funds
5.04%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.27%
New
64
Increased
232
Reduced
70
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EL
101
ES4 LLC
California
$5.2M +$5.2M +214,094 New
4FG
102
4Thought Financial Group
New York
$5.19M +$233K +9,609 +5%
CBT
103
Crews Bank & Trust
Florida
$5.17M +$380K +15,650 +8%
GPA
104
Guidance Point Advisors
Massachusetts
$5.13M
MMA
105
Miracle Mile Advisors
California
$5.12M +$114K +4,697 +2%
IWC
106
Integrated Wealth Concepts
Massachusetts
$4.9M -$443K -18,219 -8%
VWMG
107
Virginia Wealth Management Group
Virginia
$4.87M +$152K +6,240 +3%
PIM
108
Penobscot Investment Management
Massachusetts
$4.84M +$2.69M +110,870 +125%
LWL
109
Leo Wealth LLC
Texas
$4.8M -$15.7K -648 -0.3%
QFA
110
Quantum Financial Advisors
California
$4.78M +$286K +11,775 +6%
HBT
111
Heartland Bank & Trust
Illinois
$4.78M +$251K +10,318 +6%
SWA
112
Sightline Wealth Advisors
Connecticut
$4.68M -$414K -17,048 -8%
SFS
113
Sowell Financial Services
Arkansas
$4.45M +$165K +6,791 +4%
HW
114
Hancock Whitney
Mississippi
$4.39M -$60.3K -2,484 -1%
Jones Financial Companies
115
Jones Financial Companies
Missouri
$4.35M +$1.62M +66,805 +60%
FBB
116
Fulton Breakefield Broenniman
Maryland
$4.32M +$16.3K +669 +0.4%
CTWM
117
Cherry Tree Wealth Management
Minnesota
$4.23M +$52.3K +2,154 +1%
PFS
118
Prospera Financial Services
Texas
$4.2M -$4.02M -165,285 Closed
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$4.2M +$2.65M +109,219 +172%
Osaic Holdings
120
Osaic Holdings
Arizona
$4.19M -$776K -31,957 -16%
VA
121
Valmark Advisers
Ohio
$4.16M
UCFA
122
United Capital Financial Advisors
Texas
$4.12M +$1.15M +47,365 +39%
TF
123
TLWM Financial
Texas
$4.04M -$215K -8,834 -5%
RF
124
Robbins Farley
New Hampshire
$4.03M +$408K +16,785 +11%
LWANC
125
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.96M +$77.4K +3,184 +2%