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iShares iBonds Dec 2027 Term Treasury ETF

312 hedge funds and large institutions have $1.79B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 159 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

134% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 68

10% more capital invested

Capital invested by funds: $1.63B → $1.79B (+$167M)

4% more funds holding

Funds holding: 300312 (+12)

1.43% more ownership

Funds ownership: 84.05%85.48% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
312
Holders Change
+12
Holders Change %
+4%
% of All Funds
3.84%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
33
Increased
159
Reduced
68
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
1
HM Payson & Co
Maine
$152M -$15.1M -672,615 -9%
Bank of America
2
Bank of America
North Carolina
$84.5M +$5.51M +245,067 +7%
Morgan Stanley
3
Morgan Stanley
New York
$83.2M +$2.35M +104,687 +3%
GI
4
GLOBALT Investments
Georgia
$67.3M +$3.78M +168,385 +6%
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$59.2M +$15.7M +696,718 +36%
Wells Fargo
6
Wells Fargo
California
$55.9M -$554K -24,668 -1%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$55.3M +$4.27M +189,891 +8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$42.6M +$28.4M +1,263,050 +198%
Raymond James Financial
9
Raymond James Financial
Florida
$42M +$3.15M +140,149 +8%
LPL Financial
10
LPL Financial
California
$40.6M +$1.44M +64,069 +4%
NA
11
NewEdge Advisors
Louisiana
$39.1M -$57.8K -2,571 -0.1%
BCM
12
Brookstone Capital Management
Illinois
$38.6M +$411K +18,307 +1%
UBS Group
13
UBS Group
Switzerland
$38.1M +$9.37M +416,994 +33%
TPWA
14
TRUE Private Wealth Advisors
Oregon
$37.6M -$6.11M -271,862 -14%
UCFA
15
United Capital Financial Advisors
Texas
$33.2M +$5.53M +246,251 +20%
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$31.5M -$104K -4,610 -0.3%
IWC
17
Integrated Wealth Concepts
Massachusetts
$29.5M +$3.65M +162,553 +14%
SWA
18
Stratos Wealth Advisors
Ohio
$28.9M +$10.9M +485,162 +60%
CWM
19
Connecticut Wealth Management
Connecticut
$27.8M +$23.1M +1,030,037 +490%
FAC
20
Financial Advisory Corporation
Michigan
$27M +$5.52M +245,584 +26%
MFG
21
Merit Financial Group
Georgia
$26.6M +$402K +17,903 +2%
SWP
22
Stratos Wealth Partners
Ohio
$23.5M +$678K +30,173 +3%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.1M +$5.64M +250,932 +36%
CIA
24
Capital Investment Advisors
Georgia
$20.2M -$224K -9,960 -1%
JAG
25
Journey Advisory Group
Kentucky
$19.6M +$500K +22,269 +3%