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iShares iBonds Dec 2027 Term Treasury ETF

274 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 56

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $1.24B → $1.34B (+$103M)

7% more funds holding

Funds holding: 255274 (+19)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1.18% less ownership

Funds ownership: 77.81%76.63% (-1.2%)

Holders
274
Holders Change
+19
Holders Change %
+7.45%
% of All Funds
3.6%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
36
Increased
137
Reduced
56
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
151
Duncker Streett & Co
Missouri
$565K -$33.6K -1,498 -6%
SW
152
Simplicity Wealth
New Jersey
$558K -$538K -23,985 -49%
HI
153
Harbour Investments
Wisconsin
$546K +$139K +6,180 +34%
CFGA
154
Cambridge Financial Group (Arizona)
Arizona
$541K
RFG
155
RFP Financial Group
Georgia
$533K -$127K -5,679 -19%
KOC
156
Koss-Olinger Consulting
Florida
$522K
LAM
157
L2 Asset Management
Massachusetts
$520K +$518K +23,069 New
MFG
158
Merit Financial Group
Georgia
$517K +$3.61K +161 +0.7%
BSTWA
159
Blake Schutter Theil Wealth Advisors
Ohio
$509K -$32.2K -1,435 -6%
NPT
160
National Philanthropic Trust
Pennsylvania
$501K +$500K +22,261 New
WFMPM
161
Woodley Farra Manion Portfolio Management
Indiana
$494K +$21.9K +976 +5%
FWM
162
Focused Wealth Management
New York
$492K +$25K +1,115 +5%
KWM
163
KFG Wealth Management
Indiana
$488K +$164K +7,310 +51%
Cerity Partners
164
Cerity Partners
New York
$470K
SFGP
165
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$465K +$741 +33 +0.2%
AQR Capital Management
166
AQR Capital Management
Connecticut
$465K +$463K +20,628 New
IAA
167
Independent Advisor Alliance
North Carolina
$464K +$182K +8,088 +65%
BMCM
168
Black Maple Capital Management
Wisconsin
$450K +$168K +7,500 +60%
CTA
169
Chesley Taft & Associates
Illinois
$428K
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$414K +$413K +18,390 New
SAI
171
Savvy Advisors Inc
New York
$412K +$14K +623 +4%
CCB
172
Country Club Bank
Missouri
$410K
BCM
173
Boreal Capital Management
Florida
$405K
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$401K +$97.7K +4,353 +32%
SWMG
175
Signature Wealth Management Group
Georgia
$394K -$134K -5,950 -25%