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iShares iBonds Dec 2027 Term Treasury ETF

274 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 36 funds opening new positions, 137 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 56

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $1.24B → $1.34B (+$103M)

7% more funds holding

Funds holding: 255274 (+19)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1.18% less ownership

Funds ownership: 77.81%76.63% (-1.2%)

Holders
274
Holders Change
+19
Holders Change %
+7.45%
% of All Funds
3.6%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
36
Increased
137
Reduced
56
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
126
Stratos Wealth Advisors
Ohio
$820K -$85.6K -3,812 -9%
EH
127
Equitable Holdings
New York
$807K +$94.5K +4,209 +13%
RWM
128
Riverchase Wealth Management
Texas
$800K +$80.6K +3,591 +11%
FW
129
FullCircle Wealth
Texas
$769K -$76.8K -3,422 -9%
SWP
130
Summit Wealth Partners
Florida
$759K
Goldman Sachs
131
Goldman Sachs
New York
$745K +$288K +12,831 +63%
CIC
132
Carnegie Investment Counsel
Ohio
$731K +$729K +32,454 New
CSP
133
Cary Street Partners
Virginia
$727K -$40.2K -1,793 -5%
AWM
134
AllSquare Wealth Management
New York
$726K +$11.8K +525 +2%
CIBC World Market
135
CIBC World Market
Ontario, Canada
$700K -$6.73K -300 -1%
SCA
136
Snowden Capital Advisors
New York
$699K -$6.8M -302,857 -91%
CCM
137
Coldstream Capital Management
Washington
$691K -$43.5K -1,940 -6%
BEI
138
Benjamin Edwards Inc
Missouri
$662K +$73.3K +3,267 +13%
MFIM
139
Mesirow Financial Investment Management
Illinois
$650K -$4K -178 -0.6%
SAMC
140
Spectrum Asset Management (California)
California
$632K +$9.34K +416 +2%
KPWS
141
Kestra Private Wealth Services
Texas
$625K +$62.3K +2,777 +11%
PA
142
PSI Advisors
Florida
$625K +$623K +27,740 New
PB
143
Pinnacle Bancorp
Nebraska
$612K
EP
144
Essential Planning
New Hampshire
$612K -$104K -4,641 -15%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$595K
SPWM
146
Straight Path Wealth Management
Michigan
$585K +$71.8K +3,200 +14%
BAM
147
Belpointe Asset Management
Nevada
$581K +$98.3K +4,377 +20%
WCP
148
Wick Capital Partners
Pennsylvania
$579K -$2.66M -118,620 -82%
BPA
149
Beacon Pointe Advisors
California
$576K -$45.4K -2,021 -7%
EW
150
Evexia Wealth
Wisconsin
$567K +$31.1K +1,385 +6%