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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
OC
301
Oakworth Capital
Alabama
$15.7K
BTI
302
Blue Trust Inc
Georgia
$14.6K
HWA
303
HHM Wealth Advisors
Tennessee
$13.5K
RFP
304
Root Financial Partners
California
$12.7K
Franklin Resources
305
Franklin Resources
California
$10.2K
GWM
306
Gilpin Wealth Management
Colorado
$8.46K
HA
307
Hyposwiss Advisors
$6.73K
LFG
308
Larson Financial Group
Missouri
$1.19K
NS
309
NBC Securities
Alabama
$1.12K
Fidelity Investments
310
Fidelity Investments
Massachusetts
$771
APW
311
Aventura Private Wealth
Florida
$112
JP Morgan Chase
312
JP Morgan Chase
New York
$22
NA
313
NewEdge Advisors
Louisiana
CIM
314
Confluence Investment Management
Missouri
MW
315
MBL Wealth
North Carolina
ISFAN
316
Investor's Fiduciary Advisor Network
Washington
TRCT
317
Tower Research Capital (TRC)
New York
BWM
318
BCS Wealth Management
Tennessee
SFB
319
STAR Financial Bank
Indiana
VIM
320
Vista Investment Management
Pennsylvania
RFG
321
RFP Financial Group
Georgia
IA
322
IFG Advisory
Georgia
CFG
323
Cooper Financial Group
California
PMG
324
Private Management Group
California
KBFS
325
Kohmann Bosshard Financial Services
Ohio