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iShares iBonds Dec 2027 Term Treasury ETF

238 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 134 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
238
Holders Change
+14
Holders Change %
+6.25%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
28
Increased
134
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MA
26
MKT Advisors
California
$12.2M 542,599 +18,578 +4%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$10.9M 486,744 +64,572 +15%
CCG
28
Chatham Capital Group
Georgia
$10.9M 484,346 +12,136 +3%
LPT
29
Legacy Private Trust
Wisconsin
$10.9M 484,172 +19,892 +4%
CIM
30
Confluence Investment Management
Missouri
$10.5M 470,464 -947,477 -67%
KF
31
Krilogy Financial
Missouri
$10.2M 456,469 +40,082 +10%
WMS
32
Wealth Management Strategies
Pennsylvania
$8.8M 392,313 +41,139 +12%
SPIA
33
Steward Partners Investment Advisory
New York
$8.56M 382,020 -1,206 -0.3%
Financial Engines Advisors
34
Financial Engines Advisors
California
$8.4M 374,772 +36,302 +11%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.37M 373,267 +109,737 +42%
TAM
36
Titleist Asset Management
Texas
$7.62M 339,809 +339,809 New
SCA
37
Snowden Capital Advisors
New York
$7.48M 333,411 +29,448 +10%
AAIM
38
Asset Advisors Investment Management
Georgia
$7.26M 323,895 +136,205 +73%
SWM
39
Shelton Wealth Management
Texas
$7.21M 321,577 +28,722 +10%
OPPS
40
Obsidian Personal Planning Solutions
Maryland
$7.09M 314,176 +314,176 New
FA
41
Fagan Associates
New York
$6.93M 309,204 -21,480 -6%
CTC
42
Central Trust Company
Missouri
$6.92M 308,872 +46,957 +18%
OPA
43
Old Port Advisors
Maine
$6.59M 294,032 +11,305 +4%
UCFA
44
United Capital Financial Advisors
Texas
$6.55M 292,263 +213,722 +272%
MW
45
MBL Wealth
North Carolina
$6.21M 276,797 -4,149 -1%
PA
46
Probity Advisors
Texas
$6.18M 275,553 -43,218 -14%
E3F
47
Eight 31 Financial
Texas
$6.01M 267,993 +267,993 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$5.28M 235,276 +63,385 +37%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$5.19M 231,589 +30,838 +15%
Citadel Advisors
50
Citadel Advisors
Florida
$5.05M 225,294 +225,294 New