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iShares iBonds Dec 2027 Term Treasury ETF

309 hedge funds and large institutions have $1.75B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 158 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
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
CIA
126
Compass Ion Advisors
Pennsylvania
$1.44M
HBT
127
Heartland Bank & Trust
Illinois
$1.43M
EH
128
Equitable Holdings
New York
$1.41M
GS
129
GTS Securities
New York
$1.34M
APP
130
Avantax Planning Partners
Iowa
$1.34M
KAS
131
Kestra Advisory Services
Texas
$1.26M
Mariner
132
Mariner
Kansas
$1.17M
Lido Advisors
133
Lido Advisors
California
$1.16M
MML Investors Services
134
MML Investors Services
Massachusetts
$1.15M
SIA
135
SkyView Investment Advisors
New Jersey
$1.12M
FDW
136
Fourth Dimension Wealth
Ohio
$1.07M
HWM
137
Horizons Wealth Management
North Carolina
$1.06M
RWM
138
Riverchase Wealth Management
Texas
$1.05M
BC
139
Barrett & Company
Rhode Island
$1.04M
SWP
140
Summit Wealth Partners
Florida
$1.03M
MCCA
141
Mill Creek Capital Advisors
Pennsylvania
$1M
SPWM
142
Straight Path Wealth Management
Michigan
$972K
GDP
143
Great Diamond Partners
Maine
$941K
RPC
144
Rossmore Private Capital
Connecticut
$924K
GHA
145
Granite Harbor Advisors
Texas
$916K
TCA
146
Transcend Capital Advisors
New Jersey
$898K
DCM
147
Dudley Capital Management
Virginia
$882K
Luther King Capital Management (LKCM)
148
Luther King Capital Management (LKCM)
Texas
$880K
AWM
149
Apollon Wealth Management
South Carolina
$874K
PFM
150
Phillips Financial Management
Indiana
$867K