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iShares iBonds Dec 2027 Term Treasury ETF

312 hedge funds and large institutions have $1.79B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 159 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
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
PFPG
101
Pinnacle Financial Partners (Georgia)
Georgia
$2.41M
MBTD
102
Mechanics Bank - Trust Department
California
$2.38M
CW
103
CreativeOne Wealth
Kansas
$2.32M
TC
104
TFR Capital
Texas
$2.32M
HFS
105
Hughes Financial Services
Virginia
$2.25M
JSA
106
Jim Saulnier & Associates
Colorado
$2.2M
TFS
107
Thoroughbred Financial Services
Tennessee
$2.14M
MWM
108
Moulton Wealth Management
Washington
$2.13M
GAM
109
Gould Asset Management
California
$2.13M
PIM
110
Penobscot Investment Management
Massachusetts
$2.06M
SWM
111
Steelhead Wealth Management
Virginia
$2.05M
IA
112
IFP Advisors
Florida
$2.01M
KOMWMG
113
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.92M
ABC
114
Associated Banc-Corp
Wisconsin
$1.91M
LWL
115
Leo Wealth LLC
Texas
$1.86M
MWM
116
Modern Wealth Management
Kansas
$1.81M
SCM
117
SummitPoint Capital Management
Colorado
$1.73M
MWM
118
Modera Wealth Management
New Jersey
$1.73M
FFG
119
Foundry Financial Group
New Hampshire
$1.67M
Cerity Partners
120
Cerity Partners
New York
$1.65M
SWM
121
Scissortail Wealth Management
Oklahoma
$1.65M
KWM
122
KFG Wealth Management
Indiana
$1.59M
Creative Planning
123
Creative Planning
Kansas
$1.57M
MOS
124
MGO One Seven
Ohio
$1.54M
MBT
125
Montecito Bank & Trust
California
$1.53M