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iShares iBonds Dec 2027 Term Treasury ETF

274 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 36 funds opening new positions, 137 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 56

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $1.24B → $1.34B (+$103M)

7% more funds holding

Funds holding: 255274 (+19)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1.18% less ownership

Funds ownership: 77.81%76.63% (-1.2%)

Holders
274
Holders Change
+19
Holders Change %
+7.45%
% of All Funds
3.6%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
36
Increased
137
Reduced
56
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RF
251
Robbins Farley
New Hampshire
$31.5K
LWA
252
Lowe Wealth Advisors
Maryland
$29.3K
MA
253
MCF Advisors
Kentucky
$28.8K +$28.7K +1,279 New
HWM
254
Hemington Wealth Management
Virginia
$28K
EB
255
Eastern Bank
Massachusetts
$25.9K
SWM
256
Spire Wealth Management
Virginia
$25.3K +$25.3K +1,125 New
BL
257
Balentine LLC
Georgia
$25.3K
BTD
258
BankPlus Trust Department
Mississippi
$23.8K
CA
259
CoreCap Advisors
Michigan
$22.2K +$19.5K +868 +736%
AGWCA
260
Annis Gardner Whiting Capital Advisors
Florida
$19.4K -$20.6K -916 -52%
HBW
261
Hazlett, Burt & Watson
West Virginia
$18K +$17.4K +777 New
FPB
262
First PREMIER Bank
South Dakota
$17K
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$15.8K
OC
264
Oakworth Capital
Alabama
$15.7K
AWM
265
AE Wealth Management
Kansas
$14.8K
HWA
266
HHM Wealth Advisors
Tennessee
$13.5K
BTI
267
Blue Trust Inc
Georgia
$12.7K -$7.09K -316 -36%
FFA
268
Farther Finance Advisors
California
$10.8K +$10.8K +481 New
Franklin Resources
269
Franklin Resources
California
$10.3K
SC
270
Stephens Consulting
Michigan
$7.52K
LCM
271
Logan Capital Management
Pennsylvania
$6.87K +$584 +26 +9%
GWSG
272
GPS Wealth Strategies Group
Colorado
$6.17K +$6.15K +274 New
CA
273
Clearstead Advisors
Ohio
$2.5K +$2.49K +111 New
SWP
274
Strategic Wealth Partners
Ohio
$811
APW
275
Aventura Private Wealth
Florida
$113