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iShares iBonds Dec 2027 Term Corporate ETF

404 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 58 funds opening new positions, 229 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
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
CA
201
CGN Advisors
Kansas
$1.35M
OPOWM
202
One Plus One Wealth Management
Florida
$1.32M
WB
203
WesBanco Bank
West Virginia
$1.31M
MB
204
MidFirst Bank
Oklahoma
$1.31M
EW
205
Element Wealth
Mississippi
$1.25M
FCH
206
Freestone Capital Holdings
Washington
$1.25M
ACS
207
Archford Capital Strategies
Illinois
$1.24M
BSAM
208
Blue Square Asset Management
New York
$1.22M
RFN
209
Redwood Financial Network
Ohio
$1.22M
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$1.18M
Comerica Bank
211
Comerica Bank
Texas
$1.17M
FFP
212
FourThought Financial Partners
Florida
$1.17M
CSIA
213
Conrad Siegel Investment Advisors
Pennsylvania
$1.14M
JWCA
214
J.W. Cole Advisors
Florida
$1.14M
DAS
215
Diversify Advisory Services
Utah
$1.14M
BL
216
Balentine LLC
Georgia
$1.13M
BSSFA
217
Baron Silver Stevens Financial Advisors
Florida
$1.13M
WCG
218
Weaver Consulting Group
California
$1.12M
ATC
219
Adirondack Trust Company
New York
$1.08M
WP
220
Walleye Partners
Wisconsin
$1.05M
MFA
221
Mayflower Financial Advisors
Massachusetts
$1.03M
GCG
222
Gilbert Capital Group
Maine
$1.02M
JCM
223
Jacobi Capital Management
Pennsylvania
$1.01M
4WM
224
4J Wealth Management
Virginia
$995K
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$972K