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iShares iBonds Dec 2027 Term Corporate ETF

369 hedge funds and large institutions have $2.49B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 194 increasing their positions, 85 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
PWP
126
Precedent Wealth Partners
Texas
$3.05M
MGIA
127
Matthew Goff Investment Advisor
Texas
$3.01M
FWMM
128
Foundation Wealth Management (Missouri)
Missouri
$2.99M
SP
129
Stonebrook Private
Michigan
$2.95M
Mariner
130
Mariner
Kansas
$2.8M
FA
131
FF Advisors
California
$2.78M
VA
132
Valmark Advisers
Ohio
$2.77M
FCM
133
Fortis Capital Management
Washington
$2.7M
IF
134
Ironwood Financial
Arizona
$2.67M
LF
135
LifePlan Financial
Minnesota
$2.59M
UCFA
136
United Capital Financial Advisors
Texas
$2.55M
CPIA
137
Cornell Pochily Investment Advisors
New York
$2.53M
MSRI
138
Michael S. Ryan Inc
New York
$2.53M
ABC
139
Associated Banc-Corp
Wisconsin
$2.53M
Corient Private Wealth
140
Corient Private Wealth
Florida
$2.42M
FFG
141
Foundry Financial Group
New Hampshire
$2.34M
CA
142
Clearstead Advisors
Ohio
$2.17M
SMC
143
Smith, Moore & Co
Missouri
$2.14M
CIA
144
Covington Investment Advisors
Pennsylvania
$2.08M
GWCM
145
Godshalk Welsh Capital Management
Pennsylvania
$2.08M
CTA
146
Chesley Taft & Associates
Illinois
$2.06M
DWM
147
Drive Wealth Management
Utah
$1.99M
MSWM
148
McGlone Suttner Wealth Management
Wisconsin
$1.96M
FMWA
149
Forvis Mazars Wealth Advisors
Missouri
$1.95M
SFA
150
Sequoia Financial Advisors
Ohio
$1.94M