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iShares iBonds Dec 2027 Term Treasury ETF

274 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 36 funds opening new positions, 137 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 56

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $1.24B → $1.34B (+$103M)

7% more funds holding

Funds holding: 255274 (+19)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1.18% less ownership

Funds ownership: 77.81%76.63% (-1.2%)

Holders
274
Holders Change
+19
Holders Change %
+7.45%
% of All Funds
3.6%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
36
Increased
137
Reduced
56
Closed
17
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 +$3.84M +171,130 +38%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$13M -$601K -26,758 -4%
Osaic Holdings
28
Osaic Holdings
Arizona
$12.8M +$107K +4,769 +0.8%
MA
29
MKT Advisors
California
$12.8M +$215K +9,560 +2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$12.5M +$414K +18,452 +3%
KF
31
Krilogy Financial
Missouri
$11.8M +$1.5M +66,902 +15%
LPT
32
Legacy Private Trust
Wisconsin
$11.5M +$553K +24,648 +5%
WMS
33
Wealth Management Strategies
Pennsylvania
$10.9M +$10.9M +484,367 New
CCG
34
Chatham Capital Group
Georgia
$10.8M -$79.3K -3,533 -0.7%
CIM
35
Confluence Investment Management
Missouri
$10.3M -$245K -10,910 -2%
TAM
36
Titleist Asset Management
Texas
$9.3M +$1.09M +48,696 +13%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$8.38M -$5M -222,815 -37%
SWM
38
Shelton Wealth Management
Texas
$8.16M +$575K +25,600 +8%
SPIA
39
Steward Partners Investment Advisory
New York
$8.02M +$226K +10,047 +3%
E3F
40
Eight 31 Financial
Texas
$7.65M +$1.5M +66,960 +25%
CTC
41
Central Trust Company
Missouri
$7.4M +$89.2K +3,975 +1%
OPA
42
Old Port Advisors
Maine
$7.22M +$327K +14,566 +5%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$7.1M +$584K +26,036 +9%
Financial Engines Advisors
44
Financial Engines Advisors
California
$6.97M -$405K -18,039 -6%
FA
45
Fagan Associates
New York
$6.83M +$33.3K +1,483 +0.5%
SB
46
Strategic Blueprint
Georgia
$6.73M +$1.66M +73,934 +33%
NG
47
Northstar Group
New York
$6.64M +$595K +26,500 +10%
FFS
48
Flavin Financial Services
Florida
$5.83M +$5.81M +258,896 New
Stifel Financial
49
Stifel Financial
Missouri
$5.82M +$461K +20,530 +9%
GRP
50
Global Retirement Partners
California
$5.74M +$5.43M +241,908 +1,847%