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