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iShares iBonds Dec 2027 Term Treasury ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
RF
226
Robbins Farley
New Hampshire
$31.4K 1,397 -47 -3%
LWA
227
Lowe Wealth Advisors
Maryland
$29.2K 1,300
HWM
228
Hemington Wealth Management
Virginia
$28K 1,249
EB
229
Eastern Bank
Massachusetts
$25.9K 1,150
BL
230
Balentine LLC
Georgia
$25.3K 1,124
BTD
231
BankPlus Trust Department
Mississippi
$23.8K 1,057
BTI
232
Blue Trust Inc
Georgia
$19.8K 879 +326 +59%
US Bancorp
233
US Bancorp
Minnesota
$18K 800
FPB
234
First PREMIER Bank
South Dakota
$17K 745 -35 -4%
OC
235
Oakworth Capital
Alabama
$15.7K 699
PFBT
236
Parkside Financial Bank & Trust
Missouri
$15.5K 691 +691 New
AWM
237
AE Wealth Management
Kansas
$14.7K 655
AssetMark Inc
238
AssetMark Inc
California
$14.2K 631 +631 New
HWA
239
HHM Wealth Advisors
Tennessee
$13.5K 601
HCM
240
Hollencrest Capital Management
California
$12.8K 570 +570 New
CFD
241
Creative Financial Designs
Indiana
$11K 488 -126 -21%
Franklin Resources
242
Franklin Resources
California
$10.3K 456 +456 New
HNW
243
High Note Wealth
Minnesota
$9K 400 +400 New
SC
244
Stephens Consulting
Michigan
$7.51K 334
LCM
245
Logan Capital Management
Pennsylvania
$6.28K 279
CA
246
CoreCap Advisors
Michigan
$2.65K 118 +118 New
FWM
247
FSA Wealth Management
Massachusetts
$2.07K 92 +92 New
NRG
248
Nemes Rush Group
Michigan
$1.37K 61 +1 +2%
SC
249
SouthState Corp
Florida
$1.24K 55 +55 New
SWP
250
Strategic Wealth Partners
Ohio
$810 36 +36 New