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iShares iBonds Dec 2027 Term Treasury ETF

274 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 56

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $1.24B → $1.34B (+$103M)

7% more funds holding

Funds holding: 255274 (+19)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1.18% less ownership

Funds ownership: 77.81%76.63% (-1.2%)

Holders
274
Holders Change
+19
Holders Change %
+7.45%
% of All Funds
3.6%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
36
Increased
137
Reduced
56
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
76
Howland Capital Management
Massachusetts
$2.64M +$68.3K +3,041 +3%
SA
77
Sanctuary Advisors
Indiana
$2.58M -$104K -4,647 -4%
MCM
78
MAI Capital Management
Ohio
$2.52M +$66.6K +2,967 +3%
WANY
79
Wealthspire Advisors (New York)
New York
$2.5M +$323K +14,395 +15%
SF
80
Synovus Financial
Georgia
$2.41M -$221K -9,833 -8%
MBTD
81
Mechanics Bank - Trust Department
California
$2.39M -$33.7K -1,500 -1%
AI
82
Atria Investments
North Carolina
$2.38M +$28.6K +1,275 +1%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$2.36M -$8.84K -394 -0.4%
SCM
84
SCS Capital Management
Massachusetts
$2.33M +$4.36K +194 +0.2%
HighTower Advisors
85
HighTower Advisors
Illinois
$2.3M +$307K +13,663 +15%
PAS
86
Park Avenue Securities
New York
$2.29M +$275K +12,263 +14%
HFS
87
Hughes Financial Services
Virginia
$2.26M +$93K +4,143 +4%
TFS
88
Thoroughbred Financial Services
Tennessee
$2.22M +$703K +31,309 +46%
TC
89
TFR Capital
Texas
$2.17M +$189K +8,427 +10%
JSA
90
Jim Saulnier & Associates
Colorado
$2.17M +$183K +8,164 +9%
LWL
91
Leo Wealth LLC
Texas
$2.15M -$38.4K -1,709 -2%
IA
92
IFP Advisors
Florida
$2.14M -$1.14M -50,883 -35%
GAM
93
Gould Asset Management
California
$2.13M +$29.7K +1,325 +1%
ADL
94
Asset Dedication LLC
California
$2.08M +$864K +38,471 +72%
ABC
95
Associated Banc-Corp
Wisconsin
$1.98M +$85.1K +3,793 +4%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$1.92M +$443K +19,745 +30%
VA
97
Valmark Advisers
Ohio
$1.84M -$293K -13,038 -14%
EIA
98
Eldridge Investment Advisors
New Hampshire
$1.84M +$1.44M +64,078 +358%
Mariner
99
Mariner
Kansas
$1.8M +$417K +18,575 +30%
FFG
100
Foundry Financial Group
New Hampshire
$1.62M +$279K +12,408 +21%