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iShares iBonds Dec 2027 Term Treasury ETF

238 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 134 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+14
Holders Change %
+6.25%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
28
Increased
134
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BEI
151
Benjamin Edwards Inc
Missouri
$490K -$32.7K -1,457 -6%
SAMC
152
Spectrum Asset Management (California)
California
$486K +$21K +936 +5%
SPWM
153
Straight Path Wealth Management
Michigan
$481K -$33K -1,473 -6%
Cerity Partners
154
Cerity Partners
New York
$470K +$179 +8 +0%
SFG
155
Stonebridge Financial Group
Pennsylvania
$462K +$50.7K +2,260 +12%
FWM
156
Focused Wealth Management
New York
$443K +$71.3K +3,181 +19%
CCB
157
Country Club Bank
Missouri
$430K -$24.9K -1,109 -5%
KPWS
158
Kestra Private Wealth Services
Texas
$414K +$60.8K +2,713 +17%
MML Investors Services
159
MML Investors Services
Massachusetts
$408K +$51K +2,273 +14%
PAG
160
Private Advisor Group
New Jersey
$407K -$132K -5,878 -24%
WFMPM
161
Woodley Farra Manion Portfolio Management
Indiana
$406K +$143K +6,373 +54%
CIAS
162
CFS Investment Advisory Services
New Jersey
$399K +$85.3K +3,805 +27%
HBT
163
Heartland Bank & Trust
Illinois
$396K
EIA
164
Eldridge Investment Advisors
New Hampshire
$382K +$125K +5,578 +49%
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$379K +$343K +15,286 +934%
CBT
166
Crews Bank & Trust
Florida
$377K -$17.9K -800 -5%
Goldman Sachs
167
Goldman Sachs
New York
$376K -$181K -8,062 -32%
T
168
Tableaux
Massachusetts
$366K +$366K +16,338 New
Corient Private Wealth
169
Corient Private Wealth
Florida
$364K +$364K +16,246 New
JCM
170
Jacobi Capital Management
Pennsylvania
$358K +$202 +9 +0.1%
SAI
171
Savvy Advisors Inc
New York
$352K +$852 +38 +0.2%
CTA
172
Chesley Taft & Associates
Illinois
$350K +$350K +15,600 New
TWM
173
Trinity Wealth Management
Pennsylvania
$333K
AWM
174
Alterna Wealth Management
Texas
$324K +$324K +14,457 New
PA
175
PSI Advisors
Florida
$315K +$253K +11,300 +412%