IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

377 hedge funds and large institutions have $2.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 208 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
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
WA
151
Wealthstar Advisors
Texas
$2.07M
CTA
152
Chesley Taft & Associates
Illinois
$2.04M
RPC
153
Rossmore Private Capital
Connecticut
$2.04M
MSWM
154
McGlone Suttner Wealth Management
Wisconsin
$2.02M
Corient Private Wealth
155
Corient Private Wealth
Florida
$2.02M
DWM
156
Drive Wealth Management
Utah
$1.99M
SFA
157
Sequoia Financial Advisors
Ohio
$1.95M
BlackRock
158
BlackRock
New York
$1.92M
RRA
159
Round Rock Advisors
Connecticut
$1.88M
RWM
160
Riverchase Wealth Management
Texas
$1.83M
CP
161
Camelot Portfolios
Ohio
$1.82M
NEPWA
162
New England Private Wealth Advisors
Massachusetts
$1.81M
PAG
163
Private Advisor Group
New Jersey
$1.81M
SFB
164
STAR Financial Bank
Indiana
$1.8M
CCM
165
Coldstream Capital Management
Washington
$1.8M
FMWA
166
Forvis Mazars Wealth Advisors
Missouri
$1.78M
AA
167
Addison Advisors
Vermont
$1.77M
BFG
168
Beacon Financial Group
Texas
$1.74M
FFIC
169
First Fiduciary Investment Counsel
Ohio
$1.71M
VWM
170
Valley Wealth Managers
New Jersey
$1.71M
SWP
171
Stratos Wealth Partners
Ohio
$1.65M
PSIWM
172
Paradigm Strategies in Wealth Management
Minnesota
$1.65M
KPWS
173
Kestra Private Wealth Services
Texas
$1.64M
MIM
174
MTM Investment Management
South Carolina
$1.64M
First Manhattan
175
First Manhattan
New York
$1.56M