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iShares iBonds Dec 2027 Term Treasury ETF

296 hedge funds and large institutions have $1.62B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 170 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
MIM
251
Moseley Investment Management
Florida
$219K
MIG
252
McGuire Investment Group
Rhode Island
$217K
DWM
253
Dakota Wealth Management
Florida
$210K
BFG
254
Berger Financial Group
Minnesota
$207K
IAIM
255
International Assets Investment Management
Florida
$205K
PMG
256
Private Management Group
California
$202K
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$157K
PWA
258
Physician Wealth Advisors
Utah
$155K
SAG
259
SageView Advisory Group
California
$149K
HC
260
Hara Capital
Washington
$128K
MA
261
Montag & Associates
Georgia
$127K
CAM
262
Costello Asset Management
Pennsylvania
$106K
CB
263
CNB Bank
Pennsylvania
$90.8K
AUB
264
Atlantic Union Bankshares
Virginia
$90.5K
TFA
265
Toth Financial Advisory
Virginia
$83.2K
HIA
266
Harbor Investment Advisory
Maryland
$79.9K
BWL
267
Bogart Wealth LLC
Virginia
$74.5K
BCCM
268
Black Cypress Capital Management
Florida
$74.2K
ACA
269
Aptus Capital Advisors
Alabama
$63.4K
BOJHT
270
Bank of Jackson Hole Trust
Wyoming
$61.7K
US Bancorp
271
US Bancorp
Minnesota
$53.3K
BTI
272
Blue Trust Inc
Georgia
$53.3K
KBFS
273
Kohmann Bosshard Financial Services
Ohio
$49.2K
TCM
274
TD Capital Management
Tennessee
$47.7K
AWM
275
AE Wealth Management
Kansas
$44.4K