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iShares iBonds Dec 2027 Term Treasury ETF

251 hedge funds and large institutions have $1.1B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
APW
101
Austin Private Wealth
Texas
$1.22M
ADL
102
Asset Dedication LLC
California
$1.21M
GI
103
Gradient Investments
Minnesota
$1.18M
MML Investors Services
104
MML Investors Services
Massachusetts
$1.15M
SW
105
Simplicity Wealth
New Jersey
$1.1M
KIM
106
Kestra Investment Management
Texas
$1.08M
KTM
107
Keeler Thomas Management
Utah
$1.07M
OC
108
Oppenheimer & Co
New York
$1.02M
Creative Planning
109
Creative Planning
Kansas
$996K
SPC
110
Sigma Planning Corp
Michigan
$995K
CIA
111
Compass Ion Advisors
Pennsylvania
$977K
CPRC
112
Consolidated Portfolio Review Corp
New York
$957K
HWM
113
Horizons Wealth Management
North Carolina
$950K
TCA
114
Transcend Capital Advisors
New Jersey
$907K
SWA
115
Stratos Wealth Advisors
Ohio
$904K
EW
116
Element Wealth
Mississippi
$884K
MWM
117
Modera Wealth Management
New Jersey
$877K
4WM
118
4J Wealth Management
Virginia
$859K
AWM
119
Apollon Wealth Management
South Carolina
$856K
GHA
120
Granite Harbor Advisors
Texas
$852K
LWANC
121
Laurel Wealth Advisors (North Carolina)
North Carolina
$850K
FW
122
FullCircle Wealth
Texas
$845K
CSP
123
Cary Street Partners
Virginia
$767K
SWP
124
Summit Wealth Partners
Florida
$758K
BC
125
Barrett & Company
Rhode Island
$756K