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iShares iBonds Dec 2027 Term Treasury ETF

266 hedge funds and large institutions have $1.32B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 135 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
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
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
101
Reliant Wealth Planning
Kentucky
$1.38M
KOMWMG
102
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.37M
SWM
103
Scissortail Wealth Management
Oklahoma
$1.31M
MML Investors Services
104
MML Investors Services
Massachusetts
$1.25M
APW
105
Austin Private Wealth
Texas
$1.15M
Creative Planning
106
Creative Planning
Kansas
$1.07M
KTM
107
Keeler Thomas Management
Utah
$1.07M
MWM
108
Modern Wealth Management
Kansas
$1.03M
CPRC
109
Consolidated Portfolio Review Corp
New York
$1.02M
GI
110
Gradient Investments
Minnesota
$1.01M
HWM
111
Horizons Wealth Management
North Carolina
$1.01M
CIA
112
Compass Ion Advisors
Pennsylvania
$978K
KAS
113
Kestra Advisory Services
Texas
$960K
TCA
114
Transcend Capital Advisors
New Jersey
$908K
Lido Advisors
115
Lido Advisors
California
$894K
EW
116
Element Wealth
Mississippi
$886K
GHA
117
Granite Harbor Advisors
Texas
$865K
AWM
118
Apollon Wealth Management
South Carolina
$864K
BC
119
Barrett & Company
Rhode Island
$857K
4WM
120
4J Wealth Management
Virginia
$843K
SWA
121
Stratos Wealth Advisors
Ohio
$820K
EH
122
Equitable Holdings
New York
$807K
RWM
123
Riverchase Wealth Management
Texas
$800K
FW
124
FullCircle Wealth
Texas
$769K
SWP
125
Summit Wealth Partners
Florida
$759K