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iShares iBonds Dec 2027 Term Treasury ETF

266 hedge funds and large institutions have $1.32B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 135 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
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
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$13M
Osaic Holdings
27
Osaic Holdings
Arizona
$12.8M
MA
28
MKT Advisors
California
$12.8M
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$12.5M
KF
30
Krilogy Financial
Missouri
$11.8M
LPT
31
Legacy Private Trust
Wisconsin
$11.5M
WMS
32
Wealth Management Strategies
Pennsylvania
$10.9M
CCG
33
Chatham Capital Group
Georgia
$10.8M
CIM
34
Confluence Investment Management
Missouri
$10.3M
TAM
35
Titleist Asset Management
Texas
$9.3M
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$8.38M
SWM
37
Shelton Wealth Management
Texas
$8.16M
SPIA
38
Steward Partners Investment Advisory
New York
$8.02M
E3F
39
Eight 31 Financial
Texas
$7.65M
CTC
40
Central Trust Company
Missouri
$7.4M
OPA
41
Old Port Advisors
Maine
$7.22M
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$7.1M
Financial Engines Advisors
43
Financial Engines Advisors
California
$6.97M
FA
44
Fagan Associates
New York
$6.83M
SB
45
Strategic Blueprint
Georgia
$6.73M
NG
46
Northstar Group
New York
$6.64M
FFS
47
Flavin Financial Services
Florida
$5.83M
Stifel Financial
48
Stifel Financial
Missouri
$5.82M
GRP
49
Global Retirement Partners
California
$5.74M
MW
50
MBL Wealth
North Carolina
$5.64M