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iShares iBonds Dec 2027 Term Treasury ETF

249 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 15 closing their positions.

Holders
249
Holders Change
+11
Holders Change %
+4.62%
% of All Funds
3.34%
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
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFO
51
Boston Family Office
Massachusetts
$4.99M 221,879 +27,664 +14%
BlackRock
52
BlackRock
New York
$4.25M 188,755 +31,326 +20%
SWM
53
Stockman Wealth Management
Montana
$4.18M 185,876 +10,509 +6%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$4.02M 178,831 +60,039 +51%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$4M 177,646 -7,459 -4%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$3.99M 177,282 +13,719 +8%
AC
57
Apella Capital
Connecticut
$3.92M 175,439 +78,323 +81%
Truist Financial
58
Truist Financial
North Carolina
$3.89M 173,082 -12,936 -7%
R
59
Rebalance
California
$3.86M 171,673 +100,533 +141%
Ameriprise
60
Ameriprise
Minnesota
$3.63M 161,425 +7,296 +5%
AF
61
Allworth Financial
California
$3.45M 153,422 +43,782 +40%
DADC
62
D.A. Davidson & Co
Montana
$3.45M 153,300 +30,842 +25%
APW
63
Atlantic Private Wealth
North Carolina
$3.39M 150,645 +93,011 +161%
S
64
SignatureFD
Georgia
$3.38M 150,338 +51,159 +52%
IA
65
IFP Advisors
Florida
$3.28M 145,937 +3,144 +2%
AWP
66
Accretive Wealth Partners
New Jersey
$3.26M 144,978 +9,391 +7%
Citadel Advisors
67
Citadel Advisors
Florida
$3.24M 144,005 -81,289 -36%
LIM
68
Leavell Investment Management
Alabama
$3.17M 140,820 +25,306 +22%
RL
69
Retireful LLC
Michigan
$2.99M 133,060 +133,060 New
MPPLM
70
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.98M 132,541 +44,185 +50%
PA
71
Parallel Advisors
California
$2.74M 121,750 +13,636 +13%
LF
72
Lantz Financial
Illinois
$2.65M 117,662 +17,445 +17%
SF
73
Synovus Financial
Georgia
$2.63M 116,825 -8,972 -7%
HCM
74
Howland Capital Management
Massachusetts
$2.57M 114,338 +17,387 +18%
PGA
75
Portland Global Advisors
Maine
$2.57M 114,149 +7,494 +7%