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iShares iBonds Dec 2027 Term Treasury ETF

295 hedge funds and large institutions have $1.62B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 169 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
$15.5M
MCM
27
MV Capital Management
Maryland
$14.8M
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$14.3M
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$13.8M
CIC
30
Carnegie Investment Counsel
Ohio
$13.7M
Osaic Holdings
31
Osaic Holdings
Arizona
$13.5M
KF
32
Krilogy Financial
Missouri
$12.5M
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$12.2M
WMS
34
Wealth Management Strategies
Pennsylvania
$11.6M
CCG
35
Chatham Capital Group
Georgia
$10.4M
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$10.2M
CIM
37
Confluence Investment Management
Missouri
$9.69M
TAM
38
Titleist Asset Management
Texas
$9.56M
AC
39
Apella Capital
Connecticut
$8.87M
SWM
40
Shelton Wealth Management
Texas
$8.69M
SA
41
Sanctuary Advisors
Indiana
$8.57M
FB
42
Fulton Bank
Pennsylvania
$8.2M
E3F
43
Eight 31 Financial
Texas
$8.19M
DWA
44
Delta Wealth Advisors
Indiana
$7.79M
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$7.71M
Financial Engines Advisors
46
Financial Engines Advisors
California
$7.64M
PAS
47
Park Avenue Securities
New York
$7.6M
OPA
48
Old Port Advisors
Maine
$7.37M
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$7.26M
GRP
50
Global Retirement Partners
California
$7.24M