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iShares iBonds Dec 2027 Term Treasury ETF

266 hedge funds and large institutions have $1.32B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 135 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$158K
PWA
227
Physician Wealth Advisors
Utah
$155K
MA
228
Montag & Associates
Georgia
$127K
ASN
229
Advisory Services Network
Georgia
$110K
CAM
230
Costello Asset Management
Pennsylvania
$105K
AUB
231
Atlantic Union Bankshares
Virginia
$90.7K
HIA
232
Harbor Investment Advisory
Maryland
$80.1K
HNW
233
High Note Wealth
Minnesota
$78.4K
PTC
234
Private Trust Company
Ohio
$75.8K
BWL
235
Bogart Wealth LLC
Virginia
$74.5K
ACA
236
Aptus Capital Advisors
Alabama
$63.5K
BOJHT
237
Bank of Jackson Hole Trust
Wyoming
$61.9K
US Bancorp
238
US Bancorp
Minnesota
$53.4K
TCM
239
TD Capital Management
Tennessee
$47.2K
BCCM
240
Black Cypress Capital Management
Florida
$45K
Fidelity Investments
241
Fidelity Investments
Massachusetts
$44K
Bank of Montreal
242
Bank of Montreal
Ontario, Canada
$37.9K
RF
243
Robbins Farley
New Hampshire
$31.5K
LWA
244
Lowe Wealth Advisors
Maryland
$29.3K
MA
245
MCF Advisors
Kentucky
$28.8K
HWM
246
Hemington Wealth Management
Virginia
$28K
EB
247
Eastern Bank
Massachusetts
$25.9K
SWM
248
Spire Wealth Management
Virginia
$25.3K
BL
249
Balentine LLC
Georgia
$25.3K
BTD
250
BankPlus Trust Department
Mississippi
$23.8K