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iShares iBonds Dec 2027 Term Treasury ETF

250 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 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
3.35%
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
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
51
Boston Family Office
Massachusetts
$4.99M +$622K +27,664 +14%
BlackRock
52
BlackRock
New York
$4.25M +$705K +31,326 +20%
SWM
53
Stockman Wealth Management
Montana
$4.18M +$236K +10,509 +6%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$4.02M +$1.35M +60,039 +51%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$4M -$168K -7,459 -4%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$3.99M +$309K +13,719 +8%
AC
57
Apella Capital
Connecticut
$3.92M +$1.75M +78,323 +81%
Truist Financial
58
Truist Financial
North Carolina
$3.89M -$291K -12,936 -7%
R
59
Rebalance
California
$3.86M +$2.26M +100,533 +141%
Ameriprise
60
Ameriprise
Minnesota
$3.63M +$164K +7,296 +5%
AF
61
Allworth Financial
California
$3.45M +$985K +43,782 +40%
DADC
62
D.A. Davidson & Co
Montana
$3.45M +$694K +30,842 +25%
APW
63
Atlantic Private Wealth
North Carolina
$3.39M +$2.09M +93,011 +161%
S
64
SignatureFD
Georgia
$3.38M +$1.15M +51,159 +52%
IA
65
IFP Advisors
Florida
$3.28M +$70.7K +3,144 +2%
AWP
66
Accretive Wealth Partners
New Jersey
$3.26M +$211K +9,391 +7%
Citadel Advisors
67
Citadel Advisors
Florida
$3.24M -$1.83M -81,289 -36%
LIM
68
Leavell Investment Management
Alabama
$3.17M +$569K +25,306 +22%
RL
69
Retireful LLC
Michigan
$2.99M +$2.99M +133,060 New
MPPLM
70
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.98M +$994K +44,185 +50%
PA
71
Parallel Advisors
California
$2.74M +$307K +13,636 +13%
LF
72
Lantz Financial
Illinois
$2.65M +$392K +17,445 +17%
SF
73
Synovus Financial
Georgia
$2.63M -$202K -8,972 -7%
HCM
74
Howland Capital Management
Massachusetts
$2.57M +$391K +17,387 +18%
PGA
75
Portland Global Advisors
Maine
$2.57M +$169K +7,494 +7%