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iShares iBonds Dec 2027 Term Treasury ETF

249 hedge funds and large institutions have $1.09B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
249
Holders Change
+11
Holders Change %
+4.62%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
33
Increased
127
Reduced
50
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KAS
126
Kestra Advisory Services
Texas
$751K 33,383 -1,777 -5%
CCM
127
Coldstream Capital Management
Washington
$734K 32,645
RWM
128
Riverchase Wealth Management
Texas
$718K 31,929 +2,072 +7%
EP
129
Essential Planning
New Hampshire
$715K 31,797 +137 +0.4%
AWM
130
AllSquare Wealth Management
New York
$714K 31,726
EH
131
Equitable Holdings
New York
$711K 31,628 +1,089 +4%
CIBC World Market
132
CIBC World Market
Ontario, Canada
$706K 31,390
RFG
133
RFP Financial Group
Georgia
$660K 29,350 +3,003 +11%
WCP
134
Wick Capital Partners
Pennsylvania
$657K 144,309 +112,464 +353%
MFIM
135
Mesirow Financial Investment Management
Illinois
$653K 29,022
SAMC
136
Spectrum Asset Management (California)
California
$622K 27,636 +5,974 +28%
BPA
137
Beacon Pointe Advisors
California
$621K 27,596 +1,902 +7%
PB
138
Pinnacle Bancorp
Nebraska
$612K 27,197
DSC
139
Duncker Streett & Co
Missouri
$598K 26,588
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$595K 26,439
BEI
141
Benjamin Edwards Inc
Missouri
$587K 26,116 +4,239 +19%
KPWS
142
Kestra Private Wealth Services
Texas
$562K 24,976 +6,501 +35%
BSTWA
143
Blake Schutter Theil Wealth Advisors
Ohio
$540K 24,021
EW
144
Evexia Wealth
Wisconsin
$534K 23,820 -35,035 -60%
SWMG
145
Signature Wealth Management Group
Georgia
$528K 23,461 -402 -2%
KOC
146
Koss-Olinger Consulting
Florida
$522K 23,218 +208 +0.9%
MFG
147
Merit Financial Group
Georgia
$513K 22,789 +22,789 New
SPWM
148
Straight Path Wealth Management
Michigan
$512K 22,776 +1,309 +6%
BAM
149
Belpointe Asset Management
Nevada
$482K 21,422 +21,422 New
WFMPM
150
Woodley Farra Manion Portfolio Management
Indiana
$471K 20,956 +2,842 +16%