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iShares iBonds Dec 2027 Term Treasury ETF

250 hedge funds and large institutions have $1.09B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+12
Holders Change %
+5.04%
% of All Funds
3.35%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
33
Increased
127
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
76
MAI Capital Management
Ohio
$2.45M -$25.8K -1,148 -1%
MBTD
77
Mechanics Bank - Trust Department
California
$2.42M -$28.1K -1,250 -1%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$2.36M +$115K +5,097 +5%
AI
79
Atria Investments
North Carolina
$2.35M +$76.8K +3,415 +3%
SCM
80
SCS Capital Management
Massachusetts
$2.32M +$4.41K +196 +0.2%
LWL
81
Leo Wealth LLC
Texas
$2.18M -$14.2K -632 -0.6%
WANY
82
Wealthspire Advisors (New York)
New York
$2.18M +$86.9K +3,865 +4%
HFS
83
Hughes Financial Services
Virginia
$2.16M +$63.2K +2,820 +3%
VA
84
Valmark Advisers
Ohio
$2.13M +$239K +10,641 +13%
SFB
85
STAR Financial Bank
Indiana
$2.11M +$205K +9,120 +11%
GAM
86
Gould Asset Management
California
$2.1M +$70.8K +3,150 +3%
PAS
87
Park Avenue Securities
New York
$2.02M +$39.5K +1,755 +2%
HighTower Advisors
88
HighTower Advisors
Illinois
$1.99M +$106K +4,713 +6%
TC
89
TFR Capital
Texas
$1.98M +$377K +16,745 +23%
JSA
90
Jim Saulnier & Associates
Colorado
$1.98M +$429K +19,078 +28%
ABC
91
Associated Banc-Corp
Wisconsin
$1.9M +$328K +14,586 +21%
CCP
92
Carmel Capital Partners
California
$1.83M +$1.83M +81,500 New
TFS
93
Thoroughbred Financial Services
Tennessee
$1.52M -$339K -15,074 -18%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$1.47M +$147K +6,516 +11%
CFS
95
Cannon Financial Strategists
Georgia
$1.42M +$13.6K +605 +1%
Mariner
96
Mariner
Kansas
$1.37M +$1.12M +49,744 +437%
FFG
97
Foundry Financial Group
New Hampshire
$1.34M -$142K -6,336 -10%
RWP
98
Reliant Wealth Planning
Kentucky
$1.33M +$130K +5,792 +11%
KOMWMG
99
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.32M +$514K +22,841 +64%
SWM
100
Scissortail Wealth Management
Oklahoma
$1.29M +$5.92K +263 +0.5%