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iShares iBonds Dec 2027 Term Treasury ETF

273 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 35 funds opening new positions, 137 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
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
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
151
Duncker Streett & Co
Missouri
$565K
SW
152
Simplicity Wealth
New Jersey
$558K
HI
153
Harbour Investments
Wisconsin
$546K
CFGA
154
Cambridge Financial Group (Arizona)
Arizona
$541K
RFG
155
RFP Financial Group
Georgia
$533K
KOC
156
Koss-Olinger Consulting
Florida
$522K
LAM
157
L2 Asset Management
Massachusetts
$520K
MFG
158
Merit Financial Group
Georgia
$517K
BSTWA
159
Blake Schutter Theil Wealth Advisors
Ohio
$509K
WFMPM
160
Woodley Farra Manion Portfolio Management
Indiana
$494K
FWM
161
Focused Wealth Management
New York
$492K
KWM
162
KFG Wealth Management
Indiana
$488K
Cerity Partners
163
Cerity Partners
New York
$470K
SFGP
164
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$465K
AQR Capital Management
165
AQR Capital Management
Connecticut
$465K
IAA
166
Independent Advisor Alliance
North Carolina
$464K
BMCM
167
Black Maple Capital Management
Wisconsin
$450K
CTA
168
Chesley Taft & Associates
Illinois
$428K
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$414K
SAI
170
Savvy Advisors Inc
New York
$412K
CCB
171
Country Club Bank
Missouri
$410K
BCM
172
Boreal Capital Management
Florida
$405K
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$401K
SWMG
174
Signature Wealth Management Group
Georgia
$394K
JCM
175
Jacobi Capital Management
Pennsylvania
$385K