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iShares iBonds Dec 2027 Term Treasury ETF

312 hedge funds and large institutions have $1.79B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 159 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
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
Financial Engines Advisors
51
Financial Engines Advisors
California
$7.68M
LAM
52
L2 Asset Management
Massachusetts
$7.3M
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$7.26M
NG
54
Northstar Group
New York
$7.26M
FFS
55
Flavin Financial Services
Florida
$7.21M
FA
56
Fagan Associates
New York
$6.74M
Ameriprise
57
Ameriprise
Minnesota
$6.52M
Stifel Financial
58
Stifel Financial
Missouri
$6.17M
BFO
59
Boston Family Office
Massachusetts
$6.12M
R
60
Rebalance
California
$6.07M
MPPLM
61
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.94M
SPIA
62
Steward Partners Investment Advisory
New York
$5.54M
IAA
63
Independent Advisor Alliance
North Carolina
$5.43M
ADL
64
Asset Dedication LLC
California
$5.42M
LIM
65
Leavell Investment Management
Alabama
$5.33M
SWM
66
Stockman Wealth Management
Montana
$5.12M
BAM
67
Belpointe Asset Management
Nevada
$5.11M
Truist Financial
68
Truist Financial
North Carolina
$5.04M
OPA
69
Old Port Advisors
Maine
$4.91M
APW
70
Atlantic Private Wealth
North Carolina
$4.7M
PFBT
71
Parkside Financial Bank & Trust
Missouri
$4.49M
LPT
72
Legacy Private Trust
Wisconsin
$4.48M
EIA
73
Eldridge Investment Advisors
New Hampshire
$4.43M
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$4.4M
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$4.31M