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iShares iBonds Dec 2027 Term Treasury ETF

296 hedge funds and large institutions have $1.62B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 170 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
MOS
126
MGO One Seven
Ohio
$1.31M
CW
127
CreativeOne Wealth
Kansas
$1.19M
KAS
128
Kestra Advisory Services
Texas
$1.19M
Creative Planning
129
Creative Planning
Kansas
$1.16M
APW
130
Austin Private Wealth
Texas
$1.15M
SIA
131
SkyView Investment Advisors
New Jersey
$1.12M
KTM
132
Keeler Thomas Management
Utah
$1.08M
RWM
133
Riverchase Wealth Management
Texas
$1.05M
HWM
134
Horizons Wealth Management
North Carolina
$1.04M
SWP
135
Summit Wealth Partners
Florida
$1.03M
MCCA
136
Mill Creek Capital Advisors
Pennsylvania
$1M
FDW
137
Fourth Dimension Wealth
Ohio
$1M
SPWM
138
Straight Path Wealth Management
Michigan
$981K
CIA
139
Compass Ion Advisors
Pennsylvania
$976K
BC
140
Barrett & Company
Rhode Island
$957K
CB
141
Chris Bulman
California
$952K
Lido Advisors
142
Lido Advisors
California
$945K
GHA
143
Granite Harbor Advisors
Texas
$904K
TCA
144
Transcend Capital Advisors
New Jersey
$900K
AWM
145
Apollon Wealth Management
South Carolina
$871K
Luther King Capital Management (LKCM)
146
Luther King Capital Management (LKCM)
Texas
$846K
4WM
147
4J Wealth Management
Virginia
$820K
RPC
148
Rossmore Private Capital
Connecticut
$791K
CCM
149
Coldstream Capital Management
Washington
$790K
KPWS
150
Kestra Private Wealth Services
Texas
$780K