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iShares iBonds Dec 2027 Term Treasury ETF

251 hedge funds and large institutions have $1.1B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+12
Holders Change %
+5.02%
% of All Funds
3.37%
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
128
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WFMPM
151
Woodley Farra Manion Portfolio Management
Indiana
$471K +$63.9K +2,842 +16%
Cerity Partners
152
Cerity Partners
New York
$469K -$2.05K -91 -0.4%
FWM
153
Focused Wealth Management
New York
$466K +$22K +979 +5%
SFG
154
Stonebridge Financial Group
Pennsylvania
$464K +$742 +33 +0.2%
Goldman Sachs
155
Goldman Sachs
New York
$456K +$78.3K +3,482 +21%
HBT
156
Heartland Bank & Trust
Illinois
$430K +$32.5K +1,446 +8%
CTA
157
Chesley Taft & Associates
Illinois
$427K +$76.5K +3,400 +22%
CCB
158
Country Club Bank
Missouri
$410K -$20.8K -926 -5%
HI
159
Harbour Investments
Wisconsin
$406K +$96.4K +4,288 +31%
BCM
160
Boreal Capital Management
Florida
$405K
CBT
161
Crews Bank & Trust
Florida
$404K +$25.5K +1,135 +7%
EIA
162
Eldridge Investment Advisors
New Hampshire
$402K +$19.2K +858 +5%
PAG
163
Private Advisor Group
New Jersey
$401K -$6.84K -304 -2%
SAI
164
Savvy Advisors Inc
New York
$398K +$45.1K +2,004 +13%
CIAS
165
CFS Investment Advisory Services
New Jersey
$394K -$6.57K -292 -2%
JCM
166
Jacobi Capital Management
Pennsylvania
$382K +$23.5K +1,044 +7%
CSIA
167
Conrad Siegel Investment Advisors
Pennsylvania
$366K -$447K -19,884 -55%
AWM
168
Alterna Wealth Management
Texas
$353K +$28K +1,245 +9%
MWM
169
Modern Wealth Management
Kansas
$349K +$349K +15,514 New
JPMorgan Chase & Co
170
JPMorgan Chase & Co
New York
$343K +$343K +15,264 New
TWM
171
Trinity Wealth Management
Pennsylvania
$334K
KWM
172
KFG Wealth Management
Indiana
$323K +$26K +1,158 +9%
LWM
173
Liberty Wealth Management
California
$311K +$311K +13,806 New
KAS
174
KPP Advisory Services
Kentucky
$310K
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$310K -$726K -32,267 -70%