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iShares iBonds Dec 2027 Term Treasury ETF

312 hedge funds and large institutions have $1.79B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 159 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

134% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 68

10% more capital invested

Capital invested by funds: $1.63B → $1.79B (+$167M)

4% more funds holding

Funds holding: 300312 (+12)

1.43% more ownership

Funds ownership: 84.05%85.48% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
312
Holders Change
+12
Holders Change %
+4%
% of All Funds
3.84%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
33
Increased
159
Reduced
68
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
101
Pinnacle Financial Partners (Georgia)
Georgia
$2.41M +$8K +356 +0.3%
MBTD
102
Mechanics Bank - Trust Department
California
$2.38M
CW
103
CreativeOne Wealth
Kansas
$2.32M +$1.14M +50,525 +95%
TC
104
TFR Capital
Texas
$2.32M -$4.18K -186 -0.2%
HFS
105
Hughes Financial Services
Virginia
$2.25M -$1.1K -49 -0%
JSA
106
Jim Saulnier & Associates
Colorado
$2.2M +$13.2K +587 +0.6%
TFS
107
Thoroughbred Financial Services
Tennessee
$2.14M -$93.2K -4,147 -4%
MWM
108
Moulton Wealth Management
Washington
$2.13M +$2.14M +95,079 New
GAM
109
Gould Asset Management
California
$2.13M +$449 +20 +0%
PIM
110
Penobscot Investment Management
Massachusetts
$2.06M -$40.4K -1,800 -2%
SWM
111
Steelhead Wealth Management
Virginia
$2.05M +$2.06M +91,611 New
IA
112
IFP Advisors
Florida
$2.01M -$134K -5,949 -6%
KOMWMG
113
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.92M +$230K +10,223 +14%
ABC
114
Associated Banc-Corp
Wisconsin
$1.91M -$110K -4,884 -5%
LWL
115
Leo Wealth LLC
Texas
$1.86M -$294K -13,091 -14%
MWM
116
Modern Wealth Management
Kansas
$1.81M +$250K +11,138 +16%
SCM
117
SummitPoint Capital Management
Colorado
$1.73M +$1.73M +77,202 New
MWM
118
Modera Wealth Management
New Jersey
$1.73M -$149K -6,630 -8%
FFG
119
Foundry Financial Group
New Hampshire
$1.67M -$112K -4,980 -6%
Cerity Partners
120
Cerity Partners
New York
$1.65M +$1.15M +51,373 +230%
SWM
121
Scissortail Wealth Management
Oklahoma
$1.65M +$240K +10,665 +17%
KWM
122
KFG Wealth Management
Indiana
$1.59M +$242K +10,766 +18%
Creative Planning
123
Creative Planning
Kansas
$1.57M +$421K +18,723 +36%
MOS
124
MGO One Seven
Ohio
$1.54M +$236K +10,487 +18%
MBT
125
Montecito Bank & Trust
California
$1.53M -$37.7K -1,678 -2%