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iShares iBonds Dec 2027 Term Treasury ETF

238 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 134 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
238
Holders Change
+14
Holders Change %
+6.25%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
28
Increased
134
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OC
226
Oakworth Capital
Alabama
$15.7K 699
AWM
227
AE Wealth Management
Kansas
$14.7K 655
CFD
228
Creative Financial Designs
Indiana
$13.8K 614 +126 +26%
HWA
229
HHM Wealth Advisors
Tennessee
$13.5K 601
BTI
230
Blue Trust Inc
Georgia
$12.4K 553 +1 +0.2%
Fidelity Investments
231
Fidelity Investments
Massachusetts
$12.2K 546 +544 +27,200%
SC
232
Stephens Consulting
Michigan
$7.49K 334
FFA
233
Farther Finance Advisors
California
$6.58K 294 -276 -48%
LCM
234
Logan Capital Management
Pennsylvania
$6.26K 279
Jones Financial Companies
235
Jones Financial Companies
Missouri
$4.31K 192 +192 New
ACA
236
Aptus Capital Advisors
Alabama
$3.17K 141
TWC
237
TD Waterhouse Canada
Ontario, Canada
$1.41K 63 -57 -48%
NRG
238
Nemes Rush Group
Michigan
$1.35K 60
RL
239
Retireful LLC
Michigan
-151,230 Closed
BCI
240
Brinker Capital Investments
Pennsylvania
-42,069 Closed
OPS
241
Orion Portfolio Solutions
Nebraska
-42,069 Closed
AWG
242
Altus Wealth Group
Colorado
-32,317 Closed
SRC
243
Shufro Rose & Co
New York
-24,963 Closed
NG
244
Novem Group
New York
-13,853 Closed
MFG
245
Mendota Financial Group
Wisconsin
-10,374 Closed
KBFS
246
Kohmann Bosshard Financial Services
Ohio
-2,121 Closed
SAM
247
Synergy Asset Management
Washington
-738 Closed
JPMorgan Chase & Co
248
JPMorgan Chase & Co
New York
-200 Closed
CFGS
249
Concourse Financial Group Securities
Alabama