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iShares iBonds Dec 2027 Term Treasury ETF

309 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, 158 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
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
AM
251
Atwater Malick
Pennsylvania
$245K
PJSIMP
252
P.J. Schmidt Investment Management (PJS)
Wisconsin
$244K
WA
253
Waverly Advisors
Alabama
$241K
GPA
254
Guidance Point Advisors
Massachusetts
$235K
MIG
255
McGuire Investment Group
Rhode Island
$234K
BFIM
256
Beese Fulmer Investment Management
Ohio
$232K
TC
257
Trust Company
Kansas
$229K
MCM
258
Mattern Capital Management
Colorado
$227K
CCP
259
Carmel Capital Partners
California
$224K
CTWM
260
Cherry Tree Wealth Management
Minnesota
$222K
MIM
261
Moseley Investment Management
Florida
$218K
DWM
262
Dakota Wealth Management
Florida
$209K
MMA
263
Miracle Mile Advisors
California
$208K
BFG
264
Berger Financial Group
Minnesota
$207K
MAM
265
Milestone Asset Management
Pennsylvania
$206K
IAIM
266
International Assets Investment Management
Florida
$184K
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
$163K
PWA
268
Physician Wealth Advisors
Utah
$155K
BCCM
269
Black Cypress Capital Management
Florida
$146K
MA
270
Montag & Associates
Georgia
$126K
WSFS
271
Wilmington Savings Fund Society
Delaware
$112K
HC
272
Hara Capital
Washington
$112K
AUB
273
Atlantic Union Bankshares
Virginia
$90.4K
CB
274
CNB Bank
Pennsylvania
$89.8K
CAM
275
Costello Asset Management
Pennsylvania
$88.4K