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iShares iBonds Dec 2027 Term Treasury ETF

300 hedge funds and large institutions have $1.63B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 171 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
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
CCP
251
Carmel Capital Partners
California
$225K
ACM
252
Alessandra Capital Management
California
$225K
GPA
253
Guidance Point Advisors
Massachusetts
$223K
CTWM
254
Cherry Tree Wealth Management
Minnesota
$222K
MIM
255
Moseley Investment Management
Florida
$219K
MIG
256
McGuire Investment Group
Rhode Island
$217K
DWM
257
Dakota Wealth Management
Florida
$210K
BFG
258
Berger Financial Group
Minnesota
$207K
IAIM
259
International Assets Investment Management
Florida
$205K
PMG
260
Private Management Group
California
$202K
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$157K
PWA
262
Physician Wealth Advisors
Utah
$155K
SAG
263
SageView Advisory Group
California
$149K
HC
264
Hara Capital
Washington
$128K
MA
265
Montag & Associates
Georgia
$127K
CAM
266
Costello Asset Management
Pennsylvania
$106K
CB
267
CNB Bank
Pennsylvania
$90.8K
AUB
268
Atlantic Union Bankshares
Virginia
$90.5K
TFA
269
Toth Financial Advisory
Virginia
$83.2K
HIA
270
Harbor Investment Advisory
Maryland
$79.9K
BWL
271
Bogart Wealth LLC
Virginia
$74.5K
BCCM
272
Black Cypress Capital Management
Florida
$74.2K
ACA
273
Aptus Capital Advisors
Alabama
$63.4K
BOJHT
274
Bank of Jackson Hole Trust
Wyoming
$61.7K
US Bancorp
275
US Bancorp
Minnesota
$53.3K