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iShares iBonds Dec 2027 Term Treasury ETF

310 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, 159 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
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
PFM
151
Phillips Financial Management
Indiana
$867K
CB
152
Chris Bulman
California
$854K
KPWS
153
Kestra Private Wealth Services
Texas
$837K
EW
154
Evexia Wealth
Wisconsin
$819K
4WM
155
4J Wealth Management
Virginia
$811K
DSC
156
Duncker Streett & Co
Missouri
$810K
CCM
157
Coldstream Capital Management
Washington
$777K
PA
158
PSI Advisors
Florida
$776K
WFMPM
159
Woodley Farra Manion Portfolio Management
Indiana
$765K
MFIM
160
Mesirow Financial Investment Management
Illinois
$748K
WCP
161
Wick Capital Partners
Pennsylvania
$726K
SCA
162
Snowden Capital Advisors
New York
$722K
EW
163
Element Wealth
Mississippi
$708K
CIBC World Market
164
CIBC World Market
Ontario, Canada
$704K
BEI
165
Benjamin Edwards Inc
Missouri
$695K
CSP
166
Cary Street Partners
Virginia
$691K
SAI
167
Savvy Advisors Inc
New York
$689K
T
168
Tableaux
Massachusetts
$672K
BPA
169
Beacon Pointe Advisors
California
$662K
JIC
170
Johnson Investment Counsel
Ohio
$651K
KOC
171
Koss-Olinger Consulting
Florida
$642K
SAMC
172
Spectrum Asset Management (California)
California
$628K
PB
173
Pinnacle Bancorp
Nebraska
$625K
HI
174
Harbour Investments
Wisconsin
$625K
BSTWA
175
Blake Schutter Theil Wealth Advisors
Ohio
$606K