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iShares iBonds Dec 2027 Term Treasury ETF

238 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 134 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
238
Holders Change
+14
Holders Change %
+6.25%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
28
Increased
134
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$1.32M 59,013 +4,783 +9%
EW
102
Evexia Wealth
Wisconsin
$1.32M 58,855 +1,614 +3%
APW
103
Atlantic Private Wealth
North Carolina
$1.29M 57,634 +16,019 +38%
SWM
104
Scissortail Wealth Management
Oklahoma
$1.28M 57,237 +57,237 New
RWP
105
Reliant Wealth Planning
Kentucky
$1.19M 53,285 -7,709 -13%
GI
106
Gradient Investments
Minnesota
$1.18M 52,429 -8,918 -15%
ADL
107
Asset Dedication LLC
California
$1.14M 50,997 +12,537 +33%
MBT
108
Montecito Bank & Trust
California
$1.12M 50,104 +2,000 +4%
Lido Advisors
109
Lido Advisors
California
$1.06M 47,338 -1,176 -2%
APW
110
Austin Private Wealth
Texas
$1.05M 46,754 +1,903 +4%
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
$1.02M 46,044
OC
112
Oppenheimer & Co
New York
$1.01M 45,254 +45,254 New
Creative Planning
113
Creative Planning
Kansas
$993K 44,303 -8,109 -15%
SPC
114
Sigma Planning Corp
Michigan
$979K 43,665 +9,338 +27%
4WM
115
4J Wealth Management
Virginia
$945K 42,157 +66 +0.2%
TCA
116
Transcend Capital Advisors
New Jersey
$904K 40,318 +268 +0.7%
HWM
117
Horizons Wealth Management
North Carolina
$902K 40,248 +1,036 +3%
FW
118
FullCircle Wealth
Texas
$889K 39,472 -3,791 -9%
CPRC
119
Consolidated Portfolio Review Corp
New York
$880K 39,273 +4,543 +13%
AWM
120
Apollon Wealth Management
South Carolina
$846K 37,716 +208 +0.6%
GHA
121
Granite Harbor Advisors
Texas
$833K 37,151
CSIA
122
Conrad Siegel Investment Advisors
Pennsylvania
$811K 36,159 +3,421 +10%
KOMWMG
123
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$799K 35,640 +10,819 +44%
EW
124
Element Wealth
Mississippi
$799K 35,631
CSP
125
Cary Street Partners
Virginia
$795K 35,470 -848 -2%