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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

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

134% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 68

10% more capital invested

Capital invested by funds: $1.63B → $1.79B (+$167M)

4% more funds holding

Funds holding: 300312 (+12)

1.43% more ownership

Funds ownership: 84.05%85.48% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
312
Holders Change
+12
Holders Change %
+4%
% of All Funds
3.84%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
33
Increased
159
Reduced
68
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
76
Central Trust Company
Missouri
$4.26M -$1.42M -63,035 -25%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$4.24M +$77.7K +3,457 +2%
DADC
78
D.A. Davidson & Co
Montana
$4.12M +$226K +10,054 +6%
S
79
SignatureFD
Georgia
$3.79M -$48.4K -2,155 -1%
AWP
80
Accretive Wealth Partners
New Jersey
$3.6M +$169K +7,539 +5%
PGA
81
Portland Global Advisors
Maine
$3.6M +$417K +18,554 +13%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$3.57M -$2.66M -118,216 -43%
PA
83
Probity Advisors
Texas
$3.4M -$2M -89,192 -37%
ATPW
84
Ashton Thomas Private Wealth
Arizona
$3.3M +$60.4K +2,687 +2%
GI
85
Gradient Investments
Minnesota
$3.29M -$494K -21,974 -13%
PAS
86
Park Avenue Securities
New York
$3.25M -$4.34M -193,072 -57%
CP
87
Cornerstone Planning
North Carolina
$3.11M +$3.1M +138,194 New
MCM
88
MAI Capital Management
Ohio
$3.08M +$449K +19,994 +17%
AF
89
Allworth Financial
California
$3.05M -$7.35K -327 -0.2%
HighTower Advisors
90
HighTower Advisors
Illinois
$3.05M +$59K +2,624 +2%
LF
91
Lantz Financial
Illinois
$2.98M +$356K +15,866 +14%
SCM
92
SCS Capital Management
Massachusetts
$2.93M +$403K +17,921 +16%
WANY
93
Wealthspire Advisors (New York)
New York
$2.9M +$118K +5,274 +4%
VA
94
Valmark Advisers
Ohio
$2.85M +$71.1K +3,163 +3%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$2.83M +$341K +15,171 +14%
PA
96
Parallel Advisors
California
$2.77M -$282K -12,530 -9%
SEI Investments
97
SEI Investments
Pennsylvania
$2.72M +$2.73M +121,375 New
HCM
98
Howland Capital Management
Massachusetts
$2.62M -$45.2K -2,010 -2%
AI
99
Atria Investments
North Carolina
$2.57M +$69.4K +3,087 +3%
CA
100
Centennial Advisors
Texas
$2.45M -$214K -9,519 -8%