IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

405 hedge funds and large institutions have $2.8B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 230 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
CCM
176
Coldstream Capital Management
Washington
$1.79M
SFB
177
STAR Financial Bank
Indiana
$1.79M
PCIA
178
Prime Capital Investment Advisors
Kansas
$1.74M
VWM
179
Valley Wealth Managers
New Jersey
$1.72M
MMHP
180
Murphy Middleton Hinkle & Parker
Georgia
$1.72M
CWM
181
Cabot Wealth Management
Massachusetts
$1.68M
MBT
182
Montecito Bank & Trust
California
$1.63M
WA
183
WealthTrust Axiom
Pennsylvania
$1.58M
IA
184
IFG Advisory
Georgia
$1.57M
CP
185
Camelot Portfolios
Ohio
$1.56M
AG
186
AlTi Global
New York
$1.54M
ACM
187
Arcataur Capital Management
Wisconsin
$1.52M
PSIWM
188
Paradigm Strategies in Wealth Management
Minnesota
$1.48M
GHA
189
Granite Harbor Advisors
Texas
$1.47M
JIR
190
James Investment Research
Ohio
$1.47M
SWM
191
Segment Wealth Management
Texas
$1.46M
APW
192
Austin Private Wealth
Texas
$1.46M
JBC
193
Jefferson Bridge Capital
Tennessee
$1.42M
DC
194
Davenport & Co
Virginia
$1.41M
CFS
195
Cannon Financial Strategists
Georgia
$1.41M
PGAM
196
Princeton Global Asset Management
New Jersey
$1.4M
PFM
197
Phillips Financial Management
Indiana
$1.39M
GAM
198
Gould Asset Management
California
$1.38M
RWP
199
Reliant Wealth Planning
Kentucky
$1.36M
BC
200
Barrett & Company
Rhode Island
$1.36M