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iShares iBonds Dec 2027 Term Treasury ETF
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Overview Fund Activity

249 hedge funds and large institutions have $1.09B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
249
Holders Change
+11
Holders Change %
+4.62%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
33
Increased
127
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$27.5M
2
Bank of America
2
Bank of America
North Carolina
$78M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$44.5M
4
LPL Financial
4
LPL Financial
California
$26.9M
5
OFS
5
OneAscent Financial Services
Alabama
$11M

Top Sellers

1
SL
1
Summitry LLC
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$77.8M
3
Jane Street
3
Jane Street
New York
$0
4
FTUS
4
Flow Traders U.S.
New York
$244K
5
1WM
5
1858 Wealth Management
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$78M 3,467,375 +779,722 +29%
Morgan Stanley
2
Morgan Stanley
New York
$77.8M 3,458,097 -214,803 -6%
GI
3
GLOBALT Investments
Georgia
$64.8M 2,883,167 -63,088 -2%
Wells Fargo
4
Wells Fargo
California
$45.5M 2,023,190 +49,660 +3%
TPWA
5
TRUE Private Wealth Advisors
Oregon
$44.5M 1,979,633 +583,522 +42%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$32.7M 1,456,004 +280,888 +24%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$27.5M 1,223,237 +991,648 +428%
NA
8
NewEdge Advisors
Louisiana
$27.2M 1,210,609 -86,860 -7%
LPL Financial
9
LPL Financial
California
$26.9M 1,196,483 +427,586 +56%
Raymond James Financial
10
Raymond James Financial
Florida
$25.1M 1,114,208 +132,413 +13%
UBS Group
11
UBS Group
Switzerland
$24.7M 1,098,351 +16,435 +2%
IWC
12
Integrated Wealth Concepts
Massachusetts
$22.7M 1,007,320 +97,371 +11%
SWP
13
Stratos Wealth Partners
Ohio
$21.5M 958,118 -81,475 -8%
FAC
14
Financial Advisory Corporation
Michigan
$17.6M 782,545 +5,678 +0.7%
JAG
15
Journey Advisory Group
Kentucky
$17.6M 782,504 +11,604 +2%
CIA
16
Capital Investment Advisors
Georgia
$16.8M 748,226 +16,498 +2%
DP
17
Denver PWM
Colorado
$16.7M 743,351 +58,902 +9%
Kovitz Investment Group Partners
18
Kovitz Investment Group Partners
Illinois
$15.6M 694,099 +48,648 +8%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$14.5M 644,028 +157,284 +32%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$14M 623,275 -2,265 -0.4%
MCM
21
MV Capital Management
Maryland
$13.6M 604,366 +14,820 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$13.6M 603,607 -2,248 -0.4%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$13.3M 595,846 -1,130 -0.2%
MA
24
MKT Advisors
California
$12.6M 560,719 +18,120 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$12M 535,727 -86,785 -14%
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