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iShares iBonds Dec 2027 Term Treasury ETF

273 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 137 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
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
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$13.9M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$13M
Osaic Holdings
28
Osaic Holdings
Arizona
$12.8M
MA
29
MKT Advisors
California
$12.8M
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$12.5M
KF
31
Krilogy Financial
Missouri
$11.8M
LPT
32
Legacy Private Trust
Wisconsin
$11.5M
WMS
33
Wealth Management Strategies
Pennsylvania
$10.9M
CCG
34
Chatham Capital Group
Georgia
$10.8M
CIM
35
Confluence Investment Management
Missouri
$10.3M
TAM
36
Titleist Asset Management
Texas
$9.3M
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$8.38M
SWM
38
Shelton Wealth Management
Texas
$8.16M
SPIA
39
Steward Partners Investment Advisory
New York
$8.02M
E3F
40
Eight 31 Financial
Texas
$7.65M
CTC
41
Central Trust Company
Missouri
$7.4M
OPA
42
Old Port Advisors
Maine
$7.22M
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$7.1M
Financial Engines Advisors
44
Financial Engines Advisors
California
$6.97M
FA
45
Fagan Associates
New York
$6.83M
SB
46
Strategic Blueprint
Georgia
$6.73M
NG
47
Northstar Group
New York
$6.64M
FFS
48
Flavin Financial Services
Florida
$5.83M
Stifel Financial
49
Stifel Financial
Missouri
$5.82M
GRP
50
Global Retirement Partners
California
$5.74M