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iShares iBonds Dec 2027 Term Treasury ETF

251 hedge funds and large institutions have $1.1B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$31.5M
2 -$4.83M
3 -$4.75M
4
FTUS
Flow Traders U.S.
New York
-$3.01M
5
1WM
1858 Wealth Management
Ohio
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$11.3M
UCFA
27
United Capital Financial Advisors
Texas
$11.2M
OFS
28
OneAscent Financial Services
Alabama
$11M
LPT
29
Legacy Private Trust
Wisconsin
$10.9M
CCG
30
Chatham Capital Group
Georgia
$10.9M
AAIM
31
Asset Advisors Investment Management
Georgia
$10.5M
CIM
32
Confluence Investment Management
Missouri
$10.5M
KF
33
Krilogy Financial
Missouri
$10.4M
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10M
TAM
35
Titleist Asset Management
Texas
$8.19M
OPPS
36
Obsidian Personal Planning Solutions
Maryland
$8.14M
SPIA
37
Steward Partners Investment Advisory
New York
$7.78M
SWM
38
Shelton Wealth Management
Texas
$7.57M
SCA
39
Snowden Capital Advisors
New York
$7.51M
Financial Engines Advisors
40
Financial Engines Advisors
California
$7.37M
CTC
41
Central Trust Company
Missouri
$7.31M
OPA
42
Old Port Advisors
Maine
$6.89M
FA
43
Fagan Associates
New York
$6.79M
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$6.5M
E3F
45
Eight 31 Financial
Texas
$6.13M
NG
46
Northstar Group
New York
$6.04M
MW
47
MBL Wealth
North Carolina
$5.67M
Stifel Financial
48
Stifel Financial
Missouri
$5.35M
PA
49
Probity Advisors
Texas
$5.28M
SB
50
Strategic Blueprint
Georgia
$5.06M