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iShares iBonds Dec 2027 Term Treasury ETF

312 hedge funds and large institutions have $1.79B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 159 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

134% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 68

10% more capital invested

Capital invested by funds: $1.63B → $1.79B (+$167M)

4% more funds holding

Funds holding: 300312 (+12)

1.43% more ownership

Funds ownership: 84.05%85.48% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
312
Holders Change
+12
Holders Change %
+4%
% of All Funds
3.84%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
33
Increased
159
Reduced
68
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
251
Highland Financial Advisors
New Jersey
$254K
DWML
252
Decker Wealth Management LLC
Tennessee
$251K
MWM
253
Mascoma Wealth Management
New Hampshire
$247K
AM
254
Atwater Malick
Pennsylvania
$245K +$246K +10,940 New
PJSIMP
255
P.J. Schmidt Investment Management (PJS)
Wisconsin
$244K +$245K +10,893 New
WA
256
Waverly Advisors
Alabama
$241K -$11.5K -513 -5%
GPA
257
Guidance Point Advisors
Massachusetts
$235K +$12K +534 +5%
MIG
258
McGuire Investment Group
Rhode Island
$234K +$17.3K +771 +8%
BFIM
259
Beese Fulmer Investment Management
Ohio
$232K +$2.25K +100 +1%
TC
260
Trust Company
Kansas
$229K +$652 +29 +0.3%
MCM
261
Mattern Capital Management
Colorado
$227K -$49.9K -2,220 -18%
CCP
262
Carmel Capital Partners
California
$224K
CTWM
263
Cherry Tree Wealth Management
Minnesota
$222K
MIM
264
Moseley Investment Management
Florida
$218K
DWM
265
Dakota Wealth Management
Florida
$209K
MMA
266
Miracle Mile Advisors
California
$208K +$208K +9,262 New
BFG
267
Berger Financial Group
Minnesota
$207K
MAM
268
Milestone Asset Management
Pennsylvania
$206K +$207K +9,203 New
IAIM
269
International Assets Investment Management
Florida
$184K -$20.2K -900 -10%
Rockefeller Capital Management
270
Rockefeller Capital Management
New York
$163K +$6.34K +282 +4%
PWA
271
Physician Wealth Advisors
Utah
$155K
BCCM
272
Black Cypress Capital Management
Florida
$146K +$71.9K +3,200 +97%
MA
273
Montag & Associates
Georgia
$126K
WSFS
274
Wilmington Savings Fund Society
Delaware
$112K +$112K +5,000 New
HC
275
Hara Capital
Washington
$112K -$16.2K -720 -13%