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iShares iBonds Dec 2027 Term Treasury ETF
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Overview Fund Activity

249 hedge funds and large institutions have $1.09B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
249
Holders Change
+11
Holders Change %
+4.62%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
33
Increased
127
Reduced
50
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$27.5M
2
Bank of America
2
Bank of America
North Carolina
$78M
3
TPWA
3
TRUE Private Wealth Advisors
Oregon
$44.5M
4
LPL Financial
4
LPL Financial
California
$26.9M
5
OFS
5
OneAscent Financial Services
Alabama
$11M

Top Sellers

1
SL
1
Summitry LLC
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$77.8M
3
Jane Street
3
Jane Street
New York
$0
4
FTUS
4
Flow Traders U.S.
New York
$244K
5
1WM
5
1858 Wealth Management
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APW
101
Austin Private Wealth
Texas
$1.22M 54,445 +7,691 +16%
ADL
102
Asset Dedication LLC
California
$1.21M 53,683 +2,686 +5%
GI
103
Gradient Investments
Minnesota
$1.18M 52,487 +58 +0.1%
MML Investors Services
104
MML Investors Services
Massachusetts
$1.15M 51,169 +32,993 +182%
SW
105
Simplicity Wealth
New Jersey
$1.1M 48,772 +26,130 +115%
KIM
106
Kestra Investment Management
Texas
$1.08M 48,219 +17,328 +56%
KTM
107
Keeler Thomas Management
Utah
$1.07M 47,388 +12,067 +34%
OC
108
Oppenheimer & Co
New York
$1.02M 45,344 +90 +0.2%
Creative Planning
109
Creative Planning
Kansas
$996K 44,303 – –
SPC
110
Sigma Planning Corp
Michigan
$995K 44,256 +591 +1%
CIA
111
Compass Ion Advisors
Pennsylvania
$977K 43,434 +8,452 +24%
CPRC
112
Consolidated Portfolio Review Corp
New York
$957K 42,547 +3,274 +8%
HWM
113
Horizons Wealth Management
North Carolina
$950K 42,259 +2,011 +5%
TCA
114
Transcend Capital Advisors
New Jersey
$907K 40,318 – –
SWA
115
Stratos Wealth Advisors
Ohio
$904K 40,206 +40,206 New
EW
116
Element Wealth
Mississippi
$884K 39,326 +3,695 +10%
MWM
117
Modera Wealth Management
New Jersey
$877K 38,982 +10,827 +38%
4WM
118
4J Wealth Management
Virginia
$859K 38,183 -3,974 -9%
AWM
119
Apollon Wealth Management
South Carolina
$856K 38,040 +324 +0.9%
GHA
120
Granite Harbor Advisors
Texas
$852K 37,893 +742 +2%
LWANC
121
Laurel Wealth Advisors (North Carolina)
North Carolina
$850K 19,117 +18,267 +2,149%
FW
122
FullCircle Wealth
Texas
$845K 37,683 -1,789 -5%
CSP
123
Cary Street Partners
Virginia
$767K 34,096 -1,374 -4%
SWP
124
Summit Wealth Partners
Florida
$758K 33,695 +4,470 +15%
BC
125
Barrett & Company
Rhode Island
$756K 33,613 – –
3 4
5
6 7