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iShares iBonds Dec 2027 Term Treasury ETF

273 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 137 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
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
MBT
101
Montecito Bank & Trust
California
$1.48M
MWM
102
Modera Wealth Management
New Jersey
$1.44M
HBT
103
Heartland Bank & Trust
Illinois
$1.43M
CFS
104
Cannon Financial Strategists
Georgia
$1.43M
RWP
105
Reliant Wealth Planning
Kentucky
$1.38M
KOMWMG
106
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.37M
SWM
107
Scissortail Wealth Management
Oklahoma
$1.31M
MML Investors Services
108
MML Investors Services
Massachusetts
$1.25M
APW
109
Austin Private Wealth
Texas
$1.15M
SIA
110
SkyView Investment Advisors
New Jersey
$1.13M
Creative Planning
111
Creative Planning
Kansas
$1.07M
KTM
112
Keeler Thomas Management
Utah
$1.07M
MWM
113
Modern Wealth Management
Kansas
$1.03M
CPRC
114
Consolidated Portfolio Review Corp
New York
$1.02M
GI
115
Gradient Investments
Minnesota
$1.01M
HWM
116
Horizons Wealth Management
North Carolina
$1.01M
CIA
117
Compass Ion Advisors
Pennsylvania
$978K
KAS
118
Kestra Advisory Services
Texas
$960K
TCA
119
Transcend Capital Advisors
New Jersey
$908K
Lido Advisors
120
Lido Advisors
California
$894K
EW
121
Element Wealth
Mississippi
$886K
GHA
122
Granite Harbor Advisors
Texas
$865K
AWM
123
Apollon Wealth Management
South Carolina
$864K
BC
124
Barrett & Company
Rhode Island
$857K
4WM
125
4J Wealth Management
Virginia
$843K