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iShares iBonds Dec 2027 Term Treasury ETF

252 hedge funds and large institutions have $1.24B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 129 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
SWM
101
Scissortail Wealth Management
Oklahoma
$1.29M
APW
102
Austin Private Wealth
Texas
$1.22M
ADL
103
Asset Dedication LLC
California
$1.21M
GI
104
Gradient Investments
Minnesota
$1.18M
MML Investors Services
105
MML Investors Services
Massachusetts
$1.15M
SW
106
Simplicity Wealth
New Jersey
$1.1M
KIM
107
Kestra Investment Management
Texas
$1.08M
KTM
108
Keeler Thomas Management
Utah
$1.07M
OC
109
Oppenheimer & Co
New York
$1.02M
Creative Planning
110
Creative Planning
Kansas
$996K
SPC
111
Sigma Planning Corp
Michigan
$995K
CIA
112
Compass Ion Advisors
Pennsylvania
$977K
CPRC
113
Consolidated Portfolio Review Corp
New York
$957K
HWM
114
Horizons Wealth Management
North Carolina
$950K
TCA
115
Transcend Capital Advisors
New Jersey
$907K
SWA
116
Stratos Wealth Advisors
Ohio
$904K
EW
117
Element Wealth
Mississippi
$884K
MWM
118
Modera Wealth Management
New Jersey
$877K
4WM
119
4J Wealth Management
Virginia
$859K
AWM
120
Apollon Wealth Management
South Carolina
$856K
GHA
121
Granite Harbor Advisors
Texas
$852K
LWANC
122
Laurel Wealth Advisors (North Carolina)
North Carolina
$850K
FW
123
FullCircle Wealth
Texas
$845K
CSP
124
Cary Street Partners
Virginia
$767K
SWP
125
Summit Wealth Partners
Florida
$758K