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iShares iBonds Dec 2027 Term Treasury ETF

312 hedge funds and large institutions have $1.79B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 159 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

134% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 68

10% more capital invested

Capital invested by funds: $1.63B → $1.79B (+$167M)

4% more funds holding

Funds holding: 300312 (+12)

1.43% more ownership

Funds ownership: 84.05%85.48% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
312
Holders Change
+12
Holders Change %
+4%
% of All Funds
3.84%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
33
Increased
159
Reduced
68
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBW
301
Hazlett, Burt & Watson
West Virginia
$18K +$90 +4 +0.5%
FPB
302
First PREMIER Bank
South Dakota
$17K
OC
303
Oakworth Capital
Alabama
$15.7K
BTI
304
Blue Trust Inc
Georgia
$14.6K -$38.6K -1,718 -72%
HWA
305
HHM Wealth Advisors
Tennessee
$13.5K
RFP
306
Root Financial Partners
California
$12.7K +$12.8K +568 New
Franklin Resources
307
Franklin Resources
California
$10.2K
GWM
308
Gilpin Wealth Management
Colorado
$8.46K
HA
309
Hyposwiss Advisors
$6.73K
LFG
310
Larson Financial Group
Missouri
$1.19K +$1.19K +53 New
NS
311
NBC Securities
Alabama
$1.12K +$1.12K +50 New
Fidelity Investments
312
Fidelity Investments
Massachusetts
$771 +$764 +34 New
APW
313
Aventura Private Wealth
Florida
$112
JP Morgan Chase
314
JP Morgan Chase
New York
$22 +$22 +1 New
CIM
315
Confluence Investment Management
Missouri
-$9.69M -431,286 Closed
MW
316
MBL Wealth
North Carolina
-$5.69M -253,303 Closed
ISFAN
317
Investor's Fiduciary Advisor Network
Washington
-$2.3M -102,317 Closed
TRCT
318
Tower Research Capital (TRC)
New York
-$417K -18,550 Closed
BWM
319
BCS Wealth Management
Tennessee
-$345K -15,374 Closed
SFB
320
STAR Financial Bank
Indiana
-$344K -15,313 Closed
VIM
321
Vista Investment Management
Pennsylvania
-$286K -12,747 Closed
RFG
322
RFP Financial Group
Georgia
-$258K -11,470 Closed
IA
323
IFG Advisory
Georgia
-$234K -10,434 Closed
CFG
324
Cooper Financial Group
California
-$232K -10,325 Closed
PMG
325
Private Management Group
California
-$202K -8,981 Closed