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iShares iBonds Dec 2027 Term Treasury ETF

251 hedge funds and large institutions have $1.1B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$31.5M
2 -$4.83M
3 -$4.75M
4
FTUS
Flow Traders U.S.
New York
-$3.01M
5
1WM
1858 Wealth Management
Ohio
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
126
Kestra Advisory Services
Texas
$751K
CCM
127
Coldstream Capital Management
Washington
$734K
RWM
128
Riverchase Wealth Management
Texas
$718K
EP
129
Essential Planning
New Hampshire
$715K
AWM
130
AllSquare Wealth Management
New York
$714K
EH
131
Equitable Holdings
New York
$711K
CIBC World Market
132
CIBC World Market
Ontario, Canada
$706K
RFG
133
RFP Financial Group
Georgia
$660K
WCP
134
Wick Capital Partners
Pennsylvania
$657K
MFIM
135
Mesirow Financial Investment Management
Illinois
$653K
SAMC
136
Spectrum Asset Management (California)
California
$622K
BPA
137
Beacon Pointe Advisors
California
$621K
PB
138
Pinnacle Bancorp
Nebraska
$612K
DSC
139
Duncker Streett & Co
Missouri
$598K
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$595K
BEI
141
Benjamin Edwards Inc
Missouri
$587K
KPWS
142
Kestra Private Wealth Services
Texas
$562K
CFGA
143
Cambridge Financial Group (Arizona)
Arizona
$541K
BSTWA
144
Blake Schutter Theil Wealth Advisors
Ohio
$540K
EW
145
Evexia Wealth
Wisconsin
$534K
SWMG
146
Signature Wealth Management Group
Georgia
$528K
KOC
147
Koss-Olinger Consulting
Florida
$522K
MFG
148
Merit Financial Group
Georgia
$513K
SPWM
149
Straight Path Wealth Management
Michigan
$512K
BAM
150
Belpointe Asset Management
Nevada
$482K