IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

412 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 63 funds opening new positions, 232 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
CPIA
126
Cornell Pochily Investment Advisors
New York
$3.8M
CCWA
127
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.74M
GDP
128
Great Diamond Partners
Maine
$3.7M
MA
129
MONECO Advisors
Connecticut
$3.65M
BFIM
130
Beese Fulmer Investment Management
Ohio
$3.64M
EPW
131
Evergreen Private Wealth
Colorado
$3.55M
MW
132
Members Wealth
Pennsylvania
$3.55M
FA
133
FF Advisors
California
$3.54M
BI
134
Breachway Investments
Rhode Island
$3.49M
PWP
135
Precedent Wealth Partners
Texas
$3.39M
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$3.33M
WWM
137
WJ Wealth Management
Arizona
$3.32M
FWMM
138
Foundation Wealth Management (Missouri)
Missouri
$3.27M
RFC
139
Regions Financial Corp
Alabama
$3.25M
SP
140
Stonebrook Private
Michigan
$3.17M
Wealth Enhancement Advisory Services
141
Wealth Enhancement Advisory Services
Minnesota
$3.03M
JP Morgan Chase
142
JP Morgan Chase
New York
$2.9M
FCM
143
Fortis Capital Management
Washington
$2.78M
Mariner
144
Mariner
Kansas
$2.77M
SMC
145
Smith, Moore & Co
Missouri
$2.75M
GWCM
146
Godshalk Welsh Capital Management
Pennsylvania
$2.71M
LF
147
LifePlan Financial
Minnesota
$2.67M
RWM
148
Riverchase Wealth Management
Texas
$2.65M
CSP
149
Cary Street Partners
Virginia
$2.59M
ABC
150
Associated Banc-Corp
Wisconsin
$2.59M