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iShares iBonds Dec 2027 Term Treasury ETF

270 hedge funds and large institutions have $1.33B 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, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
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
Citadel Advisors
226
Citadel Advisors
Florida
$204K
RPC
227
Rossmore Private Capital
Connecticut
$203K
HC
228
Hara Capital
Washington
$167K
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$158K
PWA
230
Physician Wealth Advisors
Utah
$155K
MA
231
Montag & Associates
Georgia
$127K
ASN
232
Advisory Services Network
Georgia
$110K
CAM
233
Costello Asset Management
Pennsylvania
$105K
AUB
234
Atlantic Union Bankshares
Virginia
$90.7K
HIA
235
Harbor Investment Advisory
Maryland
$80.1K
HNW
236
High Note Wealth
Minnesota
$78.4K
PTC
237
Private Trust Company
Ohio
$75.8K
BWL
238
Bogart Wealth LLC
Virginia
$74.5K
ACA
239
Aptus Capital Advisors
Alabama
$63.5K
BOJHT
240
Bank of Jackson Hole Trust
Wyoming
$61.9K
US Bancorp
241
US Bancorp
Minnesota
$53.4K
TCM
242
TD Capital Management
Tennessee
$47.2K
BCCM
243
Black Cypress Capital Management
Florida
$45K
Fidelity Investments
244
Fidelity Investments
Massachusetts
$44K
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
$37.9K
RF
246
Robbins Farley
New Hampshire
$31.5K
LWA
247
Lowe Wealth Advisors
Maryland
$29.3K
MA
248
MCF Advisors
Kentucky
$28.8K
HWM
249
Hemington Wealth Management
Virginia
$28K
EB
250
Eastern Bank
Massachusetts
$25.9K