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iShares iBonds Dec 2027 Term Treasury ETF

310 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, 159 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
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
MBTD
101
Mechanics Bank - Trust Department
California
$2.38M
CW
102
CreativeOne Wealth
Kansas
$2.32M
TC
103
TFR Capital
Texas
$2.32M
HFS
104
Hughes Financial Services
Virginia
$2.25M
JSA
105
Jim Saulnier & Associates
Colorado
$2.2M
TFS
106
Thoroughbred Financial Services
Tennessee
$2.14M
MWM
107
Moulton Wealth Management
Washington
$2.13M
GAM
108
Gould Asset Management
California
$2.13M
PIM
109
Penobscot Investment Management
Massachusetts
$2.06M
IA
110
IFP Advisors
Florida
$2.01M
KOMWMG
111
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.92M
ABC
112
Associated Banc-Corp
Wisconsin
$1.91M
LWL
113
Leo Wealth LLC
Texas
$1.86M
MWM
114
Modern Wealth Management
Kansas
$1.81M
SCM
115
SummitPoint Capital Management
Colorado
$1.73M
MWM
116
Modera Wealth Management
New Jersey
$1.73M
FFG
117
Foundry Financial Group
New Hampshire
$1.67M
Cerity Partners
118
Cerity Partners
New York
$1.65M
SWM
119
Scissortail Wealth Management
Oklahoma
$1.65M
KWM
120
KFG Wealth Management
Indiana
$1.59M
Creative Planning
121
Creative Planning
Kansas
$1.57M
MOS
122
MGO One Seven
Ohio
$1.54M
MBT
123
Montecito Bank & Trust
California
$1.53M
KFAA
124
Klaas Financial Asset Advisors
Illinois
$1.51M
RWP
125
Reliant Wealth Planning
Kentucky
$1.5M