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iShares iBonds Dec 2027 Term Treasury ETF

309 hedge funds and large institutions have $1.75B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 158 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
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
LAM
51
L2 Asset Management
Massachusetts
$7.3M
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$7.26M
NG
53
Northstar Group
New York
$7.26M
FFS
54
Flavin Financial Services
Florida
$7.21M
FA
55
Fagan Associates
New York
$6.74M
Ameriprise
56
Ameriprise
Minnesota
$6.52M
Stifel Financial
57
Stifel Financial
Missouri
$6.17M
BFO
58
Boston Family Office
Massachusetts
$6.12M
R
59
Rebalance
California
$6.07M
MPPLM
60
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.94M
SPIA
61
Steward Partners Investment Advisory
New York
$5.54M
IAA
62
Independent Advisor Alliance
North Carolina
$5.43M
LIM
63
Leavell Investment Management
Alabama
$5.33M
SWM
64
Stockman Wealth Management
Montana
$5.12M
BAM
65
Belpointe Asset Management
Nevada
$5.11M
Truist Financial
66
Truist Financial
North Carolina
$5.04M
OPA
67
Old Port Advisors
Maine
$4.91M
APW
68
Atlantic Private Wealth
North Carolina
$4.7M
PFBT
69
Parkside Financial Bank & Trust
Missouri
$4.49M
LPT
70
Legacy Private Trust
Wisconsin
$4.48M
EIA
71
Eldridge Investment Advisors
New Hampshire
$4.43M
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$4.4M
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$4.31M
CTC
74
Central Trust Company
Missouri
$4.26M
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$4.24M