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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

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

134% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 68

10% more capital invested

Capital invested by funds: $1.63B → $1.79B (+$167M)

4% more funds holding

Funds holding: 300312 (+12)

1.43% more ownership

Funds ownership: 84.05%85.48% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
312
Holders Change
+12
Holders Change %
+4%
% of All Funds
3.84%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
33
Increased
159
Reduced
68
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFAA
126
Klaas Financial Asset Advisors
Illinois
$1.51M +$43.1K +1,917 +3%
RWP
127
Reliant Wealth Planning
Kentucky
$1.5M +$11K +489 +0.7%
CFS
128
Cannon Financial Strategists
Georgia
$1.45M +$7.66K +341 +0.5%
CIA
129
Compass Ion Advisors
Pennsylvania
$1.44M +$470K +20,921 +48%
HBT
130
Heartland Bank & Trust
Illinois
$1.43M
EH
131
Equitable Holdings
New York
$1.41M +$75K +3,336 +6%
GS
132
GTS Securities
New York
$1.34M +$897K +39,907 +199%
APP
133
Avantax Planning Partners
Iowa
$1.34M +$1.35M +59,890 New
KAS
134
Kestra Advisory Services
Texas
$1.26M +$75.1K +3,341 +6%
Mariner
135
Mariner
Kansas
$1.17M -$604K -26,884 -34%
Lido Advisors
136
Lido Advisors
California
$1.16M +$218K +9,699 +23%
MML Investors Services
137
MML Investors Services
Massachusetts
$1.15M -$232K -10,344 -17%
SIA
138
SkyView Investment Advisors
New Jersey
$1.12M
FDW
139
Fourth Dimension Wealth
Ohio
$1.07M +$64K +2,848 +6%
HWM
140
Horizons Wealth Management
North Carolina
$1.06M +$23.7K +1,056 +2%
RWM
141
Riverchase Wealth Management
Texas
$1.05M +$10.9K +484 +1%
BC
142
Barrett & Company
Rhode Island
$1.04M +$82K +3,650 +9%
SWP
143
Summit Wealth Partners
Florida
$1.03M -$315 -14 -0%
MCCA
144
Mill Creek Capital Advisors
Pennsylvania
$1M
SPWM
145
Straight Path Wealth Management
Michigan
$972K -$6.85K -305 -0.7%
GDP
146
Great Diamond Partners
Maine
$941K +$440K +19,604 +88%
RPC
147
Rossmore Private Capital
Connecticut
$924K +$135K +6,001 +17%
GHA
148
Granite Harbor Advisors
Texas
$916K +$13.7K +611 +2%
TCA
149
Transcend Capital Advisors
New Jersey
$898K
DCM
150
Dudley Capital Management
Virginia
$882K +$884K +39,325 New