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iShares iBonds Dec 2027 Term Treasury ETF

273 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 137 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
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
SWA
126
Stratos Wealth Advisors
Ohio
$820K
EH
127
Equitable Holdings
New York
$807K
RWM
128
Riverchase Wealth Management
Texas
$800K
FW
129
FullCircle Wealth
Texas
$769K
SWP
130
Summit Wealth Partners
Florida
$759K
Goldman Sachs
131
Goldman Sachs
New York
$745K
CIC
132
Carnegie Investment Counsel
Ohio
$731K
CSP
133
Cary Street Partners
Virginia
$727K
AWM
134
AllSquare Wealth Management
New York
$726K
CIBC World Market
135
CIBC World Market
Ontario, Canada
$700K
SCA
136
Snowden Capital Advisors
New York
$699K
CCM
137
Coldstream Capital Management
Washington
$691K
BEI
138
Benjamin Edwards Inc
Missouri
$662K
MFIM
139
Mesirow Financial Investment Management
Illinois
$650K
SAMC
140
Spectrum Asset Management (California)
California
$632K
KPWS
141
Kestra Private Wealth Services
Texas
$625K
PA
142
PSI Advisors
Florida
$625K
PB
143
Pinnacle Bancorp
Nebraska
$612K
EP
144
Essential Planning
New Hampshire
$612K
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$595K
SPWM
146
Straight Path Wealth Management
Michigan
$585K
BAM
147
Belpointe Asset Management
Nevada
$581K
WCP
148
Wick Capital Partners
Pennsylvania
$579K
BPA
149
Beacon Pointe Advisors
California
$576K
EW
150
Evexia Wealth
Wisconsin
$567K