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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
JIR
201
James Investment Research
Ohio
$1.42M
DC
202
Davenport & Co
Virginia
$1.41M
OPOWM
203
One Plus One Wealth Management
Florida
$1.39M
GAM
204
Gould Asset Management
California
$1.38M
RWP
205
Reliant Wealth Planning
Kentucky
$1.37M
MB
206
MidFirst Bank
Oklahoma
$1.35M
PSIWM
207
Paradigm Strategies in Wealth Management
Minnesota
$1.34M
Bank of New York Mellon
208
Bank of New York Mellon
New York
$1.32M
S
209
SignatureFD
Georgia
$1.3M
EW
210
Element Wealth
Mississippi
$1.28M
RFN
211
Redwood Financial Network
Ohio
$1.27M
HBT
212
Hills Bank & Trust
Iowa
$1.25M
ACS
213
Archford Capital Strategies
Illinois
$1.22M
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$1.21M
BFA
215
Beaumont Financial Advisors
Massachusetts
$1.2M
BSAM
216
Blue Square Asset Management
New York
$1.2M
PCIA
217
Prime Capital Investment Advisors
Kansas
$1.19M
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$1.19M
MFWP
219
Mosaic Family Wealth Partners
Missouri
$1.18M
WB
220
WesBanco Bank
West Virginia
$1.17M
DWM
221
Diversify Wealth Management
Utah
$1.16M
FNB
222
Farmers National Bank
Kentucky
$1.14M
BL
223
Balentine LLC
Georgia
$1.14M
ATC
224
Adirondack Trust Company
New York
$1.13M
JCM
225
Jacobi Capital Management
Pennsylvania
$1.13M