We are live on ! Find out more
IBTH icon

iShares iBonds Dec 2027 Term Treasury ETF

312 hedge funds and large institutions have $1.79B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 159 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

134% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 68

10% more capital invested

Capital invested by funds: $1.63B → $1.79B (+$167M)

4% more funds holding

Funds holding: 300312 (+12)

1.43% more ownership

Funds ownership: 84.05%85.48% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
312
Holders Change
+12
Holders Change %
+4%
% of All Funds
3.84%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
33
Increased
159
Reduced
68
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
151
Luther King Capital Management (LKCM)
Texas
$880K
AWM
152
Apollon Wealth Management
South Carolina
$874K +$4.49K +200 +0.5%
PFM
153
Phillips Financial Management
Indiana
$867K +$450K +20,049 +108%
CB
154
Chris Bulman
California
$854K -$96.7K -4,305 -10%
KPWS
155
Kestra Private Wealth Services
Texas
$837K +$58.1K +2,584 +7%
EW
156
Evexia Wealth
Wisconsin
$819K +$123K +5,460 +18%
4WM
157
4J Wealth Management
Virginia
$811K -$7.64K -340 -0.9%
DSC
158
Duncker Streett & Co
Missouri
$810K +$247K +11,016 +44%
CCM
159
Coldstream Capital Management
Washington
$777K -$11.9K -528 -2%
PA
160
PSI Advisors
Florida
$776K
WFMPM
161
Woodley Farra Manion Portfolio Management
Indiana
$765K +$90.3K +4,021 +13%
MFIM
162
Mesirow Financial Investment Management
Illinois
$748K +$165K +7,342 +28%
WCP
163
Wick Capital Partners
Pennsylvania
$726K -$52.4K -2,333 -7%
SCA
164
Snowden Capital Advisors
New York
$722K +$15.4K +684 +2%
EW
165
Element Wealth
Mississippi
$708K +$28.7K +1,278 +4%
CIBC World Market
166
CIBC World Market
Ontario, Canada
$704K +$989 +44 +0.1%
BEI
167
Benjamin Edwards Inc
Missouri
$695K -$17.4K -774 -2%
CSP
168
Cary Street Partners
Virginia
$691K -$20.2K -897 -3%
SAI
169
Savvy Advisors Inc
New York
$689K +$126K +5,609 +22%
T
170
Tableaux
Massachusetts
$672K -$1.8M -79,945 -73%
BPA
171
Beacon Pointe Advisors
California
$662K +$55.6K +2,475 +9%
JIC
172
Johnson Investment Counsel
Ohio
$651K +$652K +29,035 New
KOC
173
Koss-Olinger Consulting
Florida
$642K +$1.28K +57 +0.2%
SAMC
174
Spectrum Asset Management (California)
California
$628K -$11.6K -518 -2%
PB
175
Pinnacle Bancorp
Nebraska
$625K +$15K +668 +2%