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iShares iBonds Dec 2027 Term Treasury ETF

273 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 35 funds opening new positions, 137 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
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
BFG
226
Berger Financial Group
Minnesota
$208K
RMAM
227
Raab & Moskowitz Asset Management
New Jersey
$208K
PFM
228
Phillips Financial Management
Indiana
$207K
IAIM
229
International Assets Investment Management
Florida
$205K
Citadel Advisors
230
Citadel Advisors
Florida
$204K
RPC
231
Rossmore Private Capital
Connecticut
$203K
HC
232
Hara Capital
Washington
$167K
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$158K
PWA
234
Physician Wealth Advisors
Utah
$155K
MA
235
Montag & Associates
Georgia
$127K
ASN
236
Advisory Services Network
Georgia
$110K
CAM
237
Costello Asset Management
Pennsylvania
$105K
AUB
238
Atlantic Union Bankshares
Virginia
$90.7K
HIA
239
Harbor Investment Advisory
Maryland
$80.1K
HNW
240
High Note Wealth
Minnesota
$78.4K
PTC
241
Private Trust Company
Ohio
$75.8K
BWL
242
Bogart Wealth LLC
Virginia
$74.5K
ACA
243
Aptus Capital Advisors
Alabama
$63.5K
BOJHT
244
Bank of Jackson Hole Trust
Wyoming
$61.9K
US Bancorp
245
US Bancorp
Minnesota
$53.4K
TCM
246
TD Capital Management
Tennessee
$47.2K
BCCM
247
Black Cypress Capital Management
Florida
$45K
Fidelity Investments
248
Fidelity Investments
Massachusetts
$44K
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$37.9K
RF
250
Robbins Farley
New Hampshire
$31.5K