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iShares iBonds Dec 2027 Term Corporate ETF

376 hedge funds and large institutions have $2.51B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 207 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
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
MAS
101
Madden Advisory Services
Florida
$4.73M
KNW
102
Kesler Norman & Wride
Utah
$4.63M
GPA
103
Guidance Point Advisors
Massachusetts
$4.58M
HBT
104
Heartland Bank & Trust
Illinois
$4.54M
QFA
105
Quantum Financial Advisors
California
$4.5M
HW
106
Hancock Whitney
Mississippi
$4.46M
MWM
107
Modern Wealth Management
Kansas
$4.46M
JP Morgan Chase
108
JP Morgan Chase
New York
$4.33M
FBB
109
Fulton Breakefield Broenniman
Maryland
$4.31M
SFS
110
Sowell Financial Services
Arkansas
$4.29M
TF
111
TLWM Financial
Texas
$4.27M
CTWM
112
Cherry Tree Wealth Management
Minnesota
$4.18M
PFS
113
Prospera Financial Services
Texas
$4.02M
LWANC
114
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.89M
MGIA
115
Matthew Goff Investment Advisor
Texas
$3.74M
RF
116
Robbins Farley
New Hampshire
$3.63M
CCWA
117
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.54M
MA
118
MONECO Advisors
Connecticut
$3.5M
BFIM
119
Beese Fulmer Investment Management
Ohio
$3.47M
EPW
120
Evergreen Private Wealth
Colorado
$3.3M
MW
121
Members Wealth
Pennsylvania
$3.23M
PWP
122
Precedent Wealth Partners
Texas
$3.19M
CPIA
123
Cornell Pochily Investment Advisors
New York
$3.14M
WWM
124
WJ Wealth Management
Arizona
$3.11M
SP
125
Stonebrook Private
Michigan
$3.06M