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iShares iBonds Dec 2027 Term Treasury ETF

238 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 134 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+14
Holders Change %
+6.25%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
28
Increased
134
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KTM
126
Keeler Thomas Management
Utah
$792K +$792K +35,321 New
KAS
127
Kestra Advisory Services
Texas
$788K +$11.8K +526 +2%
CIA
128
Compass Ion Advisors
Pennsylvania
$784K +$96K +4,283 +14%
BC
129
Barrett & Company
Rhode Island
$754K +$103K +4,600 +16%
CCM
130
Coldstream Capital Management
Washington
$732K +$361K +16,112 +97%
WCP
131
Wick Capital Partners
Pennsylvania
$714K +$714K +31,845 New
AWM
132
AllSquare Wealth Management
New York
$711K +$24.1K +1,075 +4%
EP
133
Essential Planning
New Hampshire
$710K -$18.7M -836,086 -96%
CIBC World Market
134
CIBC World Market
Ontario, Canada
$704K
KIM
135
Kestra Investment Management
Texas
$693K +$534K +23,801 +336%
EH
136
Equitable Holdings
New York
$685K +$114K +5,086 +20%
RWM
137
Riverchase Wealth Management
Texas
$669K +$257K +11,452 +62%
SWP
138
Summit Wealth Partners
Florida
$655K
MFIM
139
Mesirow Financial Investment Management
Illinois
$651K -$3.07K -137 -0.5%
MWM
140
Modera Wealth Management
New Jersey
$631K +$80.2K +3,579 +15%
PB
141
Pinnacle Bancorp
Nebraska
$610K +$181K +8,087 +42%
DSC
142
Duncker Streett & Co
Missouri
$596K
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$593K +$490K +21,851 +476%
RFG
144
RFP Financial Group
Georgia
$591K +$591K +26,347 New
BPA
145
Beacon Pointe Advisors
California
$576K +$192K +8,581 +50%
SF
146
Safeguard Financial
Wisconsin
$565K -$14.8K -662 -3%
BSTWA
147
Blake Schutter Theil Wealth Advisors
Ohio
$539K +$50.4K +2,250 +10%
SWMG
148
Signature Wealth Management Group
Georgia
$535K +$104K +4,633 +24%
KOC
149
Koss-Olinger Consulting
Florida
$516K +$12.6K +563 +3%
SW
150
Simplicity Wealth
New Jersey
$508K +$508K +22,642 New