IBTH icon

iShares iBonds Dec 2027 Term Treasury ETF

310 hedge funds and large institutions have $1.75B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 159 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
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
MWM
251
Mascoma Wealth Management
New Hampshire
$247K
AM
252
Atwater Malick
Pennsylvania
$245K
PJSIMP
253
P.J. Schmidt Investment Management (PJS)
Wisconsin
$244K
WA
254
Waverly Advisors
Alabama
$241K
GPA
255
Guidance Point Advisors
Massachusetts
$235K
MIG
256
McGuire Investment Group
Rhode Island
$234K
BFIM
257
Beese Fulmer Investment Management
Ohio
$232K
TC
258
Trust Company
Kansas
$229K
MCM
259
Mattern Capital Management
Colorado
$227K
CCP
260
Carmel Capital Partners
California
$224K
CTWM
261
Cherry Tree Wealth Management
Minnesota
$222K
MIM
262
Moseley Investment Management
Florida
$218K
DWM
263
Dakota Wealth Management
Florida
$209K
MMA
264
Miracle Mile Advisors
California
$208K
BFG
265
Berger Financial Group
Minnesota
$207K
MAM
266
Milestone Asset Management
Pennsylvania
$206K
IAIM
267
International Assets Investment Management
Florida
$184K
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$163K
PWA
269
Physician Wealth Advisors
Utah
$155K
BCCM
270
Black Cypress Capital Management
Florida
$146K
MA
271
Montag & Associates
Georgia
$126K
WSFS
272
Wilmington Savings Fund Society
Delaware
$112K
HC
273
Hara Capital
Washington
$112K
AUB
274
Atlantic Union Bankshares
Virginia
$90.4K
CB
275
CNB Bank
Pennsylvania
$89.8K