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iShares iBonds Dec 2027 Term Corporate ETF

428 hedge funds and large institutions have $2.85B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 243 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
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
IAA
176
Independent Advisor Alliance
North Carolina
$1.92M
PFM
177
Phillips Financial Management
Indiana
$1.88M
KFAA
178
Klaas Financial Asset Advisors
Illinois
$1.87M
BFG
179
Beacon Financial Group
Texas
$1.86M
FFIC
180
First Fiduciary Investment Counsel
Ohio
$1.84M
CWM
181
Cabot Wealth Management
Massachusetts
$1.82M
NEPWA
182
New England Private Wealth Advisors
Massachusetts
$1.82M
CCM
183
Coldstream Capital Management
Washington
$1.79M
MBT
184
Montecito Bank & Trust
California
$1.76M
FFP
185
FourThought Financial Partners
Florida
$1.76M
CA
186
Clearstead Advisors
Ohio
$1.75M
VWM
187
Valley Wealth Managers
New Jersey
$1.73M
WA
188
WealthTrust Axiom
Pennsylvania
$1.66M
CSIA
189
Conrad Siegel Investment Advisors
Pennsylvania
$1.65M
AG
190
AlTi Global
New York
$1.54M
DWM
191
Drive Wealth Management
Utah
$1.54M
BC
192
Barrett & Company
Rhode Island
$1.53M
ACM
193
Arcataur Capital Management
Wisconsin
$1.52M
PGAM
194
Princeton Global Asset Management
New Jersey
$1.49M
SWM
195
Segment Wealth Management
Texas
$1.49M
HNW
196
High Note Wealth
Minnesota
$1.47M
JBC
197
Jefferson Bridge Capital
Tennessee
$1.46M
Cerity Partners
198
Cerity Partners
New York
$1.45M
JWCA
199
J.W. Cole Advisors
Florida
$1.43M
CFS
200
Cannon Financial Strategists
Georgia
$1.42M