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iShares iBonds Dec 2027 Term Treasury ETF

309 hedge funds and large institutions have $1.75B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 158 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
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
CW
101
CreativeOne Wealth
Kansas
$2.32M
TC
102
TFR Capital
Texas
$2.32M
HFS
103
Hughes Financial Services
Virginia
$2.25M
JSA
104
Jim Saulnier & Associates
Colorado
$2.2M
TFS
105
Thoroughbred Financial Services
Tennessee
$2.14M
MWM
106
Moulton Wealth Management
Washington
$2.13M
GAM
107
Gould Asset Management
California
$2.13M
PIM
108
Penobscot Investment Management
Massachusetts
$2.06M
IA
109
IFP Advisors
Florida
$2.01M
KOMWMG
110
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.92M
ABC
111
Associated Banc-Corp
Wisconsin
$1.91M
LWL
112
Leo Wealth LLC
Texas
$1.86M
MWM
113
Modern Wealth Management
Kansas
$1.81M
SCM
114
SummitPoint Capital Management
Colorado
$1.73M
MWM
115
Modera Wealth Management
New Jersey
$1.73M
FFG
116
Foundry Financial Group
New Hampshire
$1.67M
Cerity Partners
117
Cerity Partners
New York
$1.65M
SWM
118
Scissortail Wealth Management
Oklahoma
$1.65M
KWM
119
KFG Wealth Management
Indiana
$1.59M
Creative Planning
120
Creative Planning
Kansas
$1.57M
MOS
121
MGO One Seven
Ohio
$1.54M
MBT
122
Montecito Bank & Trust
California
$1.53M
KFAA
123
Klaas Financial Asset Advisors
Illinois
$1.51M
RWP
124
Reliant Wealth Planning
Kentucky
$1.5M
CFS
125
Cannon Financial Strategists
Georgia
$1.45M