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iShares iBonds Dec 2027 Term Treasury ETF

309 hedge funds and large institutions have $1.75B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 158 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$4.12M
S
77
SignatureFD
Georgia
$3.79M
AWP
78
Accretive Wealth Partners
New Jersey
$3.6M
PGA
79
Portland Global Advisors
Maine
$3.6M
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$3.57M
PA
81
Probity Advisors
Texas
$3.4M
ATPW
82
Ashton Thomas Private Wealth
Arizona
$3.3M
GI
83
Gradient Investments
Minnesota
$3.29M
PAS
84
Park Avenue Securities
New York
$3.25M
CP
85
Cornerstone Planning
North Carolina
$3.11M
MCM
86
MAI Capital Management
Ohio
$3.08M
AF
87
Allworth Financial
California
$3.05M
HighTower Advisors
88
HighTower Advisors
Illinois
$3.05M
LF
89
Lantz Financial
Illinois
$2.98M
SCM
90
SCS Capital Management
Massachusetts
$2.93M
WANY
91
Wealthspire Advisors (New York)
New York
$2.9M
VA
92
Valmark Advisers
Ohio
$2.85M
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$2.83M
PA
94
Parallel Advisors
California
$2.77M
SEI Investments
95
SEI Investments
Pennsylvania
$2.72M
HCM
96
Howland Capital Management
Massachusetts
$2.62M
AI
97
Atria Investments
North Carolina
$2.57M
CA
98
Centennial Advisors
Texas
$2.45M
PFPG
99
Pinnacle Financial Partners (Georgia)
Georgia
$2.41M
MBTD
100
Mechanics Bank - Trust Department
California
$2.38M