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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
MW
51
MBL Wealth
North Carolina
$5.64M -$36.2K -1,611 -0.6%
Ameriprise
52
Ameriprise
Minnesota
$5.58M +$1.95M +86,960 +54%
BFO
53
Boston Family Office
Massachusetts
$5.31M +$314K +13,996 +6%
PA
54
Probity Advisors
Texas
$4.94M -$349K -15,548 -7%
AC
55
Apella Capital
Connecticut
$4.9M +$939K +41,818 +24%
R
56
Rebalance
California
$4.69M +$818K +36,454 +21%
HH
57
Hilltop Holdings
Texas
$4.49M +$4.48M +199,367 New
Baird Financial Group
58
Baird Financial Group
Wisconsin
$4.47M +$440K +19,606 +11%
SWM
59
Stockman Wealth Management
Montana
$4.35M +$162K +7,198 +4%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$4.2M +$196K +8,753 +5%
Truist Financial
61
Truist Financial
North Carolina
$4.03M +$134K +5,987 +3%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$3.96M -$35.3K -1,572 -0.9%
S
63
SignatureFD
Georgia
$3.89M +$500K +22,263 +15%
BlackRock
64
BlackRock
New York
$3.84M -$407K -18,116 -10%
APW
65
Atlantic Private Wealth
North Carolina
$3.81M +$414K +18,452 +12%
MPPLM
66
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.8M +$813K +36,227 +27%
DADC
67
D.A. Davidson & Co
Montana
$3.78M +$322K +14,361 +9%
LIM
68
Leavell Investment Management
Alabama
$3.52M +$345K +15,349 +11%
T
69
Tableaux
Massachusetts
$3.36M +$2.86M +127,443 +586%
AWP
70
Accretive Wealth Partners
New Jersey
$3.34M +$70.4K +3,138 +2%
AF
71
Allworth Financial
California
$3.24M -$212K -9,435 -6%
PA
72
Parallel Advisors
California
$3M +$260K +11,586 +10%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$2.75M +$2.43M +108,279 +786%
PGA
74
Portland Global Advisors
Maine
$2.73M +$154K +6,865 +6%
LF
75
Lantz Financial
Illinois
$2.71M +$62.1K +2,766 +2%