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iShares iBonds Dec 2027 Term Treasury ETF

252 hedge funds and large institutions have $1.24B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 129 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
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

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
BC
126
Barrett & Company
Rhode Island
$756K
KAS
127
Kestra Advisory Services
Texas
$751K
CCM
128
Coldstream Capital Management
Washington
$734K
RWM
129
Riverchase Wealth Management
Texas
$718K
EP
130
Essential Planning
New Hampshire
$715K
AWM
131
AllSquare Wealth Management
New York
$714K
EH
132
Equitable Holdings
New York
$711K
CIBC World Market
133
CIBC World Market
Ontario, Canada
$706K
RFG
134
RFP Financial Group
Georgia
$660K
WCP
135
Wick Capital Partners
Pennsylvania
$657K
MFIM
136
Mesirow Financial Investment Management
Illinois
$653K
SAMC
137
Spectrum Asset Management (California)
California
$622K
BPA
138
Beacon Pointe Advisors
California
$621K
PB
139
Pinnacle Bancorp
Nebraska
$612K
DSC
140
Duncker Streett & Co
Missouri
$598K
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$595K
BEI
142
Benjamin Edwards Inc
Missouri
$587K
KPWS
143
Kestra Private Wealth Services
Texas
$562K
CFGA
144
Cambridge Financial Group (Arizona)
Arizona
$541K
BSTWA
145
Blake Schutter Theil Wealth Advisors
Ohio
$540K
EW
146
Evexia Wealth
Wisconsin
$534K
SWMG
147
Signature Wealth Management Group
Georgia
$528K
KOC
148
Koss-Olinger Consulting
Florida
$522K
MFG
149
Merit Financial Group
Georgia
$513K
SPWM
150
Straight Path Wealth Management
Michigan
$512K