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iShares iBonds Dec 2027 Term Treasury ETF

252 hedge funds and large institutions have $1.24B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 129 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$31.5M
2 -$4.83M
3 -$4.75M
4
FTUS
Flow Traders U.S.
New York
-$3.01M
5
1WM
1858 Wealth Management
Ohio
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
PGA
76
Portland Global Advisors
Maine
$2.57M
MCM
77
MAI Capital Management
Ohio
$2.45M
MBTD
78
Mechanics Bank - Trust Department
California
$2.42M
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$2.36M
AI
80
Atria Investments
North Carolina
$2.35M
SCM
81
SCS Capital Management
Massachusetts
$2.32M
LWL
82
Leo Wealth LLC
Texas
$2.18M
WANY
83
Wealthspire Advisors (New York)
New York
$2.18M
HFS
84
Hughes Financial Services
Virginia
$2.16M
VA
85
Valmark Advisers
Ohio
$2.13M
SFB
86
STAR Financial Bank
Indiana
$2.11M
GAM
87
Gould Asset Management
California
$2.1M
PAS
88
Park Avenue Securities
New York
$2.02M
HighTower Advisors
89
HighTower Advisors
Illinois
$1.99M
TC
90
TFR Capital
Texas
$1.98M
JSA
91
Jim Saulnier & Associates
Colorado
$1.98M
ABC
92
Associated Banc-Corp
Wisconsin
$1.9M
CCP
93
Carmel Capital Partners
California
$1.83M
TFS
94
Thoroughbred Financial Services
Tennessee
$1.51M
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$1.47M
CFS
96
Cannon Financial Strategists
Georgia
$1.42M
Mariner
97
Mariner
Kansas
$1.37M
FFG
98
Foundry Financial Group
New Hampshire
$1.34M
RWP
99
Reliant Wealth Planning
Kentucky
$1.33M
KOMWMG
100
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.32M