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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
TWM
226
Trinity Wealth Management
Pennsylvania
$340K
ML
227
MLP3 LLC
New Jersey
$334K +$107K +4,742 +47%
YWM
228
Yoder Wealth Management
California
$327K
KAS
229
KPP Advisory Services
Kentucky
$327K +$22.5K +1,000 +7%
Citadel Advisors
230
Citadel Advisors
Florida
$326K -$392K -17,430 -55%
LWM
231
Liberty Wealth Management
California
$317K +$1.64K +73 +0.5%
OPTFSNA
232
Old Point Trust & Financial Services N A
Virginia
$304K -$44.9K -2,000 -13%
ACM
233
Alessandra Capital Management
California
$303K +$78.6K +3,500 +35%
AGP
234
Autumn Glory Partners
Texas
$302K +$629 +28 +0.2%
TBA
235
Tower Bridge Advisors
Pennsylvania
$300K +$300K +13,375 New
FTUS
236
Flow Traders U.S.
New York
$293K +$293K +13,060 New
DC
237
Davenport & Co
Virginia
$291K +$291K +12,961 New
MA
238
MONECO Advisors
Connecticut
$290K
PFS
239
Prospera Financial Services
Texas
$290K +$291K +12,931 New
LFAS
240
Level Four Advisory Services
Texas
$286K +$67 +3 +0%
ACM
241
Alamar Capital Management
California
$285K
CA
242
CGN Advisors
Kansas
$285K +$49.1K +2,186 +21%
HBT
243
Hills Bank & Trust
Iowa
$277K +$4.04K +180 +1%
PS
244
Principal Securities
Iowa
$277K +$2.04K +91 +0.7%
WT
245
Washington Trust
Rhode Island
$276K
DWM
246
DecisionMap Wealth Management
Virginia
$265K
BSAM
247
Blue Square Asset Management
New York
$260K +$10.6K +473 +4%
WEG
248
World Equity Group
Illinois
$258K +$9.97K +444 +4%
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$258K +$236K +10,500 +1,050%
RCA
250
Resonant Capital Advisors
Wisconsin
$258K