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iShares iBonds Dec 2027 Term Treasury ETF

250 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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
3.35%
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
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RF
226
Robbins Farley
New Hampshire
$31.4K -$1.06K -47 -3%
LWA
227
Lowe Wealth Advisors
Maryland
$29.2K
HWM
228
Hemington Wealth Management
Virginia
$28K
EB
229
Eastern Bank
Massachusetts
$25.9K
BL
230
Balentine LLC
Georgia
$25.3K
BTD
231
BankPlus Trust Department
Mississippi
$23.8K
BTI
232
Blue Trust Inc
Georgia
$19.8K +$7.33K +326 +59%
US Bancorp
233
US Bancorp
Minnesota
$18K
FPB
234
First PREMIER Bank
South Dakota
$17K -$799 -35 -4%
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
$15.7K
OC
236
Oakworth Capital
Alabama
$15.7K
PFBT
237
Parkside Financial Bank & Trust
Missouri
$15.5K +$15.5K +691 New
AWM
238
AE Wealth Management
Kansas
$14.7K
AssetMark Inc
239
AssetMark Inc
California
$14.2K +$14.2K +631 New
HWA
240
HHM Wealth Advisors
Tennessee
$13.5K
HCM
241
Hollencrest Capital Management
California
$12.8K +$12.8K +570 New
CFD
242
Creative Financial Designs
Indiana
$11K -$2.83K -126 -21%
Franklin Resources
243
Franklin Resources
California
$10.3K +$10.3K +456 New
HNW
244
High Note Wealth
Minnesota
$9K +$9K +400 New
SC
245
Stephens Consulting
Michigan
$7.51K
LCM
246
Logan Capital Management
Pennsylvania
$6.28K
CA
247
CoreCap Advisors
Michigan
$2.65K +$2.65K +118 New
FWM
248
FSA Wealth Management
Massachusetts
$2.07K +$2.07K +92 New
NRG
249
Nemes Rush Group
Michigan
$1.37K +$22 +1 +2%
SC
250
SouthState Corp
Florida
$1.24K +$1.24K +55 New