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iShares iBonds Dec 2027 Term Treasury ETF

250 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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
3.35%
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
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$11.3M -$1.19M -53,492 -10%
UCFA
27
United Capital Financial Advisors
Texas
$11.2M +$4.58M +203,622 +70%
OFS
28
OneAscent Financial Services
Alabama
$11M +$6.39M +284,252 +139%
LPT
29
Legacy Private Trust
Wisconsin
$10.9M +$28.9K +1,286 +0.3%
CCG
30
Chatham Capital Group
Georgia
$10.9M -$21.7K -967 -0.2%
AAIM
31
Asset Advisors Investment Management
Georgia
$10.5M +$3.24M +144,162 +45%
CIM
32
Confluence Investment Management
Missouri
$10.5M -$75.3K -3,349 -0.7%
KF
33
Krilogy Financial
Missouri
$10.4M +$98.9K +4,398 +1%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$10M +$1.65M +73,428 +20%
TAM
35
Titleist Asset Management
Texas
$8.19M +$546K +24,265 +7%
OPPS
36
Obsidian Personal Planning Solutions
Maryland
$8.14M +$1.08M +47,809 +15%
SPIA
37
Steward Partners Investment Advisory
New York
$7.78M -$809K -35,952 -9%
SWM
38
Shelton Wealth Management
Texas
$7.57M +$341K +15,171 +5%
SCA
39
Snowden Capital Advisors
New York
$7.51M +$11.2K +497 +0.1%
Financial Engines Advisors
40
Financial Engines Advisors
California
$7.37M -$1.06M -47,252 -13%
CTC
41
Central Trust Company
Missouri
$7.31M +$359K +15,955 +5%
OPA
42
Old Port Advisors
Maine
$6.89M +$273K +12,126 +4%
FA
43
Fagan Associates
New York
$6.79M -$162K -7,220 -2%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$6.5M +$1.21M +53,871 +23%
E3F
45
Eight 31 Financial
Texas
$6.13M +$105K +4,659 +2%
NG
46
Northstar Group
New York
$6.04M +$1.94M +86,128 +47%
MW
47
MBL Wealth
North Carolina
$5.67M -$555K -24,675 -9%
Stifel Financial
48
Stifel Financial
Missouri
$5.35M +$300K +13,322 +6%
PA
49
Probity Advisors
Texas
$5.28M -$918K -40,831 -15%
SB
50
Strategic Blueprint
Georgia
$5.06M +$1.13M +50,212 +29%