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iShares iBonds Dec 2027 Term Treasury ETF

271 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, 136 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
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
RWM
126
Riverchase Wealth Management
Texas
$800K
FW
127
FullCircle Wealth
Texas
$769K
SWP
128
Summit Wealth Partners
Florida
$759K
Goldman Sachs
129
Goldman Sachs
New York
$745K
CIC
130
Carnegie Investment Counsel
Ohio
$731K
CSP
131
Cary Street Partners
Virginia
$727K
AWM
132
AllSquare Wealth Management
New York
$726K
CIBC World Market
133
CIBC World Market
Ontario, Canada
$700K
SCA
134
Snowden Capital Advisors
New York
$699K
CCM
135
Coldstream Capital Management
Washington
$691K
BEI
136
Benjamin Edwards Inc
Missouri
$662K
MFIM
137
Mesirow Financial Investment Management
Illinois
$650K
SAMC
138
Spectrum Asset Management (California)
California
$632K
KPWS
139
Kestra Private Wealth Services
Texas
$625K
PA
140
PSI Advisors
Florida
$625K
PB
141
Pinnacle Bancorp
Nebraska
$612K
EP
142
Essential Planning
New Hampshire
$612K
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$595K
SPWM
144
Straight Path Wealth Management
Michigan
$585K
BAM
145
Belpointe Asset Management
Nevada
$581K
WCP
146
Wick Capital Partners
Pennsylvania
$579K
BPA
147
Beacon Pointe Advisors
California
$576K
EW
148
Evexia Wealth
Wisconsin
$567K
DSC
149
Duncker Streett & Co
Missouri
$565K
SW
150
Simplicity Wealth
New Jersey
$558K