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iShares iBonds Dec 2027 Term Treasury ETF

274 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 56

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $1.24B → $1.34B (+$103M)

7% more funds holding

Funds holding: 255274 (+19)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1.18% less ownership

Funds ownership: 77.81%76.63% (-1.2%)

Holders
274
Holders Change
+19
Holders Change %
+7.45%
% of All Funds
3.6%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
36
Increased
137
Reduced
56
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
226
Money Concepts Capital
Florida
$210K +$292 +13 +0.1%
BFG
227
Berger Financial Group
Minnesota
$208K -$5.46K -243 -3%
RMAM
228
Raab & Moskowitz Asset Management
New Jersey
$208K +$207K +9,218 New
PFM
229
Phillips Financial Management
Indiana
$207K +$5.01K +223 +2%
IAIM
230
International Assets Investment Management
Florida
$205K
Citadel Advisors
231
Citadel Advisors
Florida
$204K -$3.03M -134,953 -94%
RPC
232
Rossmore Private Capital
Connecticut
$203K
HC
233
Hara Capital
Washington
$167K -$10.7K -477 -6%
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$158K +$157K +7,000 New
PWA
235
Physician Wealth Advisors
Utah
$155K
MA
236
Montag & Associates
Georgia
$127K -$162K -7,227 -56%
ASN
237
Advisory Services Network
Georgia
$110K +$110K +4,901 New
CAM
238
Costello Asset Management
Pennsylvania
$105K -$110K -4,894 -51%
AUB
239
Atlantic Union Bankshares
Virginia
$90.7K +$90.4K +4,029 New
HIA
240
Harbor Investment Advisory
Maryland
$80.1K
HNW
241
High Note Wealth
Minnesota
$78.4K +$69.2K +3,083 +771%
PTC
242
Private Trust Company
Ohio
$75.8K
BWL
243
Bogart Wealth LLC
Virginia
$74.5K +$45 +2 +0.1%
ACA
244
Aptus Capital Advisors
Alabama
$63.5K +$22 +1 +0%
BOJHT
245
Bank of Jackson Hole Trust
Wyoming
$61.9K -$12K -535 -16%
US Bancorp
246
US Bancorp
Minnesota
$53.4K +$35.3K +1,571 +196%
TCM
247
TD Capital Management
Tennessee
$47.2K +$449 +20 +1%
BCCM
248
Black Cypress Capital Management
Florida
$45K +$44.9K +2,000 New
Fidelity Investments
249
Fidelity Investments
Massachusetts
$44K +$43.9K +1,955 New
Bank of Montreal
250
Bank of Montreal
Ontario, Canada
$37.9K -$39.4K -1,756 -51%