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iShares iBonds Dec 2027 Term Treasury ETF

295 hedge funds and large institutions have $1.62B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 169 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
MBTD
101
Mechanics Bank - Trust Department
California
$2.38M
TC
102
TFR Capital
Texas
$2.33M
ISFAN
103
Investor's Fiduciary Advisor Network
Washington
$2.3M
HFS
104
Hughes Financial Services
Virginia
$2.25M
TFS
105
Thoroughbred Financial Services
Tennessee
$2.24M
JSA
106
Jim Saulnier & Associates
Colorado
$2.19M
LWL
107
Leo Wealth LLC
Texas
$2.16M
IA
108
IFP Advisors
Florida
$2.14M
GAM
109
Gould Asset Management
California
$2.13M
PIM
110
Penobscot Investment Management
Massachusetts
$2.11M
ABC
111
Associated Banc-Corp
Wisconsin
$2.02M
MWM
112
Modera Wealth Management
New Jersey
$1.88M
FFG
113
Foundry Financial Group
New Hampshire
$1.79M
Mariner
114
Mariner
Kansas
$1.77M
KOMWMG
115
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.7M
MBT
116
Montecito Bank & Trust
California
$1.57M
MWM
117
Modern Wealth Management
Kansas
$1.57M
RWP
118
Reliant Wealth Planning
Kentucky
$1.49M
KFAA
119
Klaas Financial Asset Advisors
Illinois
$1.47M
CFS
120
Cannon Financial Strategists
Georgia
$1.44M
HBT
121
Heartland Bank & Trust
Illinois
$1.43M
SWM
122
Scissortail Wealth Management
Oklahoma
$1.41M
MML Investors Services
123
MML Investors Services
Massachusetts
$1.38M
KWM
124
KFG Wealth Management
Indiana
$1.35M
EH
125
Equitable Holdings
New York
$1.34M