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iShares iBonds Dec 2027 Term Treasury ETF

252 hedge funds and large institutions have $1.24B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 129 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$31.5M
2 -$4.83M
3 -$4.75M
4
FTUS
Flow Traders U.S.
New York
-$3.01M
5
1WM
1858 Wealth Management
Ohio
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
151
Belpointe Asset Management
Nevada
$482K
WFMPM
152
Woodley Farra Manion Portfolio Management
Indiana
$471K
Cerity Partners
153
Cerity Partners
New York
$469K
FWM
154
Focused Wealth Management
New York
$466K
SFG
155
Stonebridge Financial Group
Pennsylvania
$464K
Goldman Sachs
156
Goldman Sachs
New York
$456K
HBT
157
Heartland Bank & Trust
Illinois
$430K
CTA
158
Chesley Taft & Associates
Illinois
$427K
CCB
159
Country Club Bank
Missouri
$410K
HI
160
Harbour Investments
Wisconsin
$406K
BCM
161
Boreal Capital Management
Florida
$405K
CBT
162
Crews Bank & Trust
Florida
$404K
EIA
163
Eldridge Investment Advisors
New Hampshire
$402K
PAG
164
Private Advisor Group
New Jersey
$401K
SAI
165
Savvy Advisors Inc
New York
$398K
CIAS
166
CFS Investment Advisory Services
New Jersey
$394K
JCM
167
Jacobi Capital Management
Pennsylvania
$382K
CSIA
168
Conrad Siegel Investment Advisors
Pennsylvania
$366K
AWM
169
Alterna Wealth Management
Texas
$353K
MWM
170
Modern Wealth Management
Kansas
$349K
JPMorgan Chase & Co
171
JPMorgan Chase & Co
New York
$343K
TWM
172
Trinity Wealth Management
Pennsylvania
$334K
KWM
173
KFG Wealth Management
Indiana
$323K
LWM
174
Liberty Wealth Management
California
$311K
KAS
175
KPP Advisory Services
Kentucky
$310K