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iShares iBonds Dec 2027 Term Treasury ETF

252 hedge funds and large institutions have $1.24B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 129 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$12M
Osaic Holdings
27
Osaic Holdings
Arizona
$11.3M
UCFA
28
United Capital Financial Advisors
Texas
$11.2M
OFS
29
OneAscent Financial Services
Alabama
$11M
LPT
30
Legacy Private Trust
Wisconsin
$10.9M
CCG
31
Chatham Capital Group
Georgia
$10.9M
AAIM
32
Asset Advisors Investment Management
Georgia
$10.5M
CIM
33
Confluence Investment Management
Missouri
$10.5M
KF
34
Krilogy Financial
Missouri
$10.4M
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10M
TAM
36
Titleist Asset Management
Texas
$8.19M
OPPS
37
Obsidian Personal Planning Solutions
Maryland
$8.14M
SPIA
38
Steward Partners Investment Advisory
New York
$7.78M
SWM
39
Shelton Wealth Management
Texas
$7.57M
SCA
40
Snowden Capital Advisors
New York
$7.51M
Financial Engines Advisors
41
Financial Engines Advisors
California
$7.37M
CTC
42
Central Trust Company
Missouri
$7.31M
OPA
43
Old Port Advisors
Maine
$6.89M
FA
44
Fagan Associates
New York
$6.79M
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$6.5M
E3F
46
Eight 31 Financial
Texas
$6.13M
NG
47
Northstar Group
New York
$6.04M
MW
48
MBL Wealth
North Carolina
$5.67M
Stifel Financial
49
Stifel Financial
Missouri
$5.35M
PA
50
Probity Advisors
Texas
$5.28M