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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
OFS
26
OneAscent Financial Services
Alabama
$18.2M +$18.3M +813,004 New
MA
27
MKT Advisors
California
$18M +$518K +23,053 +3%
DP
28
Denver PWM
Colorado
$17.3M +$658K +29,288 +4%
AAIM
29
Asset Advisors Investment Management
Georgia
$16.7M +$797K +35,456 +5%
CIC
30
Carnegie Investment Counsel
Ohio
$16.5M +$2.81M +125,256 +21%
TAM
31
Titleist Asset Management
Texas
$15.4M +$5.86M +260,899 +61%
BlackRock
32
BlackRock
New York
$15.1M +$8.78M +390,630 +138%
FB
33
Fulton Bank
Pennsylvania
$14.2M +$6.01M +267,315 +73%
Osaic Holdings
34
Osaic Holdings
Arizona
$13.8M +$305K +13,593 +2%
MCM
35
MV Capital Management
Maryland
$13.6M -$1.22M -54,116 -8%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$13.4M -$383K -17,035 -3%
KF
37
Krilogy Financial
Missouri
$13.2M +$686K +30,533 +5%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$12.6M +$458K +20,371 +4%
WMS
39
Wealth Management Strategies
Pennsylvania
$12M +$499K +22,204 +4%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$12M +$1.88M +83,507 +18%
SWM
41
Shelton Wealth Management
Texas
$10.2M +$1.56M +69,502 +18%
SA
42
Sanctuary Advisors
Indiana
$9.62M +$1.07M +47,455 +12%
CCG
43
Chatham Capital Group
Georgia
$9.39M -$964K -42,886 -9%
AC
44
Apella Capital
Connecticut
$9.21M +$362K +16,107 +4%
BW
45
BIP Wealth
Georgia
$9.16M +$2.12M +94,569 +30%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$8.78M +$2.81M +125,236 +47%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$8.39M +$1.15M +50,998 +16%
DWA
48
Delta Wealth Advisors
Indiana
$8.36M +$591K +26,326 +8%
E3F
49
Eight 31 Financial
Texas
$7.98M -$194K -8,647 -2%
HH
50
Hilltop Holdings
Texas
$7.85M +$2.97M +132,002 +61%