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iShares iBonds Dec 2027 Term Treasury ETF

249 hedge funds and large institutions have $1.09B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 127 increasing their positions, 50 reducing their positions, and 15 closing their positions.

Holders
249
Holders Change
+11
Holders Change %
+4.62%
% of All Funds
3.34%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
33
Increased
127
Reduced
50
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Cerity Partners
151
Cerity Partners
New York
$469K 20,853 -91 -0.4%
FWM
152
Focused Wealth Management
New York
$466K 20,718 +979 +5%
SFG
153
Stonebridge Financial Group
Pennsylvania
$464K 20,631 +33 +0.2%
Goldman Sachs
154
Goldman Sachs
New York
$456K 20,271 +3,482 +21%
HBT
155
Heartland Bank & Trust
Illinois
$430K 19,101 +1,446 +8%
CTA
156
Chesley Taft & Associates
Illinois
$427K 19,000 +3,400 +22%
CCB
157
Country Club Bank
Missouri
$410K 18,236 -926 -5%
HI
158
Harbour Investments
Wisconsin
$406K 18,056 +4,288 +31%
BCM
159
Boreal Capital Management
Florida
CBT
160
Crews Bank & Trust
Florida
$404K 17,960 +1,135 +7%
EIA
161
Eldridge Investment Advisors
New Hampshire
$402K 17,915 +858 +5%
PAG
162
Private Advisor Group
New Jersey
$401K 17,844 -304 -2%
SAI
163
Savvy Advisors Inc
New York
$398K 17,689 +2,004 +13%
CIAS
164
CFS Investment Advisory Services
New Jersey
$394K 17,514 -292 -2%
JCM
165
Jacobi Capital Management
Pennsylvania
$382K 17,007 +1,044 +7%
CSIA
166
Conrad Siegel Investment Advisors
Pennsylvania
$366K 16,275 -19,884 -55%
AWM
167
Alterna Wealth Management
Texas
$353K 15,702 +1,245 +9%
MWM
168
Modern Wealth Management
Kansas
$349K 15,514 +15,514 New
JPMorgan Chase & Co
169
JPMorgan Chase & Co
New York
$343K 15,264 +15,264 New
TWM
170
Trinity Wealth Management
Pennsylvania
$334K 14,866
KWM
171
KFG Wealth Management
Indiana
$323K 14,353 +1,158 +9%
LWM
172
Liberty Wealth Management
California
$311K 13,806 +13,806 New
KAS
173
KPP Advisory Services
Kentucky
$310K 13,800
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
$310K 13,777 -32,267 -70%
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$303K 13,472 +536 +4%