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iShares iBonds Dec 2027 Term Treasury ETF

238 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 134 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
238
Holders Change
+14
Holders Change %
+6.25%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
28
Increased
134
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PGA
76
Portland Global Advisors
Maine
$2.39M 106,655 +10,230 +11%
SCM
77
SCS Capital Management
Massachusetts
$2.31M 103,078 -5,303 -5%
AI
78
Atria Investments
North Carolina
$2.27M 101,081 +5,951 +6%
LF
79
Lantz Financial
Illinois
$2.25M 100,217 +1,205 +1%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$2.24M 99,915 +15,795 +19%
S
81
SignatureFD
Georgia
$2.22M 99,179 +46,884 +90%
LWL
82
Leo Wealth LLC
Texas
$2.19M 97,742 +20,283 +26%
AC
83
Apella Capital
Connecticut
$2.18M 97,116 +81,185 +510%
HCM
84
Howland Capital Management
Massachusetts
$2.17M 96,951 +35,456 +58%
HFS
85
Hughes Financial Services
Virginia
$2.09M 93,513 +4,457 +5%
WANY
86
Wealthspire Advisors (New York)
New York
$2.08M 92,956 +34,767 +60%
GAM
87
Gould Asset Management
California
$2.02M 90,135
MPPLM
88
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.98M 88,356 +35,036 +66%
PAS
89
Park Avenue Securities
New York
$1.97M 87,836 +9,070 +12%
SFB
90
STAR Financial Bank
Indiana
$1.9M 84,747 +1,054 +1%
VA
91
Valmark Advisers
Ohio
$1.89M 84,271 +13,492 +19%
HighTower Advisors
92
HighTower Advisors
Illinois
$1.87M 83,557 -2,538 -3%
TFS
93
Thoroughbred Financial Services
Tennessee
$1.85M 82,448 +11,075 +16%
HF
94
HRT Financial
New York
$1.61M 71,962 +71,962 New
TC
95
TFR Capital
Texas
$1.6M 71,307 +71,307 New
R
96
Rebalance
California
$1.59M 71,140 +71,140 New
ABC
97
Associated Banc-Corp
Wisconsin
$1.56M 69,719 +2,990 +4%
JSA
98
Jim Saulnier & Associates
Colorado
$1.54M 68,898 +5,301 +8%
FFG
99
Foundry Financial Group
New Hampshire
$1.48M 65,797 +5,229 +9%
CFS
100
Cannon Financial Strategists
Georgia
$1.4M 62,368 +346 +0.6%