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iShares iBonds Dec 2027 Term Treasury ETF

249 hedge funds and large institutions have $1.09B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
249
Holders Change
+11
Holders Change %
+4.62%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
33
Increased
127
Reduced
50
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$11.3M 506,614 -53,492 -10%
UCFA
27
United Capital Financial Advisors
Texas
$11.2M 495,885 +203,622 +70%
OFS
28
OneAscent Financial Services
Alabama
$11M 489,138 +284,252 +139%
LPT
29
Legacy Private Trust
Wisconsin
$10.9M 485,458 +1,286 +0.3%
CCG
30
Chatham Capital Group
Georgia
$10.9M 483,379 -967 -0.2%
AAIM
31
Asset Advisors Investment Management
Georgia
$10.5M 468,057 +144,162 +45%
CIM
32
Confluence Investment Management
Missouri
$10.5M 467,115 -3,349 -0.7%
KF
33
Krilogy Financial
Missouri
$10.4M 460,867 +4,398 +1%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10M 446,695 +73,428 +20%
TAM
35
Titleist Asset Management
Texas
$8.19M 364,074 +24,265 +7%
OPPS
36
Obsidian Personal Planning Solutions
Maryland
$8.14M 361,985 +47,809 +15%
SPIA
37
Steward Partners Investment Advisory
New York
$7.78M 346,068 -35,952 -9%
SWM
38
Shelton Wealth Management
Texas
$7.57M 336,748 +15,171 +5%
SCA
39
Snowden Capital Advisors
New York
$7.51M 333,908 +497 +0.1%
Financial Engines Advisors
40
Financial Engines Advisors
California
$7.37M 327,520 -47,252 -13%
CTC
41
Central Trust Company
Missouri
$7.31M 324,827 +15,955 +5%
OPA
42
Old Port Advisors
Maine
$6.89M 306,158 +12,126 +4%
FA
43
Fagan Associates
New York
$6.79M 301,984 -7,220 -2%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$6.5M 289,147 +53,871 +23%
E3F
45
Eight 31 Financial
Texas
$6.13M 272,652 +4,659 +2%
NG
46
Northstar Group
New York
$6.04M 268,398 +86,128 +47%
MW
47
MBL Wealth
North Carolina
$5.67M 252,122 -24,675 -9%
Stifel Financial
48
Stifel Financial
Missouri
$5.35M 237,998 +13,322 +6%
PA
49
Probity Advisors
Texas
$5.28M 234,722 -40,831 -15%
SB
50
Strategic Blueprint
Georgia
$5.06M 225,012 +50,212 +29%