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iShares iBonds Dec 2027 Term Treasury ETF

270 hedge funds and large institutions have $1.33B 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, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
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
MWM
101
Modera Wealth Management
New Jersey
$1.44M
HBT
102
Heartland Bank & Trust
Illinois
$1.43M
CFS
103
Cannon Financial Strategists
Georgia
$1.43M
RWP
104
Reliant Wealth Planning
Kentucky
$1.38M
KOMWMG
105
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.37M
SWM
106
Scissortail Wealth Management
Oklahoma
$1.31M
MML Investors Services
107
MML Investors Services
Massachusetts
$1.25M
APW
108
Austin Private Wealth
Texas
$1.15M
Creative Planning
109
Creative Planning
Kansas
$1.07M
KTM
110
Keeler Thomas Management
Utah
$1.07M
MWM
111
Modern Wealth Management
Kansas
$1.03M
CPRC
112
Consolidated Portfolio Review Corp
New York
$1.02M
GI
113
Gradient Investments
Minnesota
$1.01M
HWM
114
Horizons Wealth Management
North Carolina
$1.01M
CIA
115
Compass Ion Advisors
Pennsylvania
$978K
KAS
116
Kestra Advisory Services
Texas
$960K
TCA
117
Transcend Capital Advisors
New Jersey
$908K
Lido Advisors
118
Lido Advisors
California
$894K
EW
119
Element Wealth
Mississippi
$886K
GHA
120
Granite Harbor Advisors
Texas
$865K
AWM
121
Apollon Wealth Management
South Carolina
$864K
BC
122
Barrett & Company
Rhode Island
$857K
4WM
123
4J Wealth Management
Virginia
$843K
SWA
124
Stratos Wealth Advisors
Ohio
$820K
EH
125
Equitable Holdings
New York
$807K