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iShares iBonds Dec 2027 Term Treasury ETF

296 hedge funds and large institutions have $1.62B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 170 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
WCP
151
Wick Capital Partners
Pennsylvania
$780K
PA
152
PSI Advisors
Florida
$777K
SAM
153
Smithbridge Asset Management
Pennsylvania
$737K
Citadel Advisors
154
Citadel Advisors
Florida
$718K
BEI
155
Benjamin Edwards Inc
Missouri
$714K
CSP
156
Cary Street Partners
Virginia
$713K
SCA
157
Snowden Capital Advisors
New York
$708K
CIBC World Market
158
CIBC World Market
Ontario, Canada
$704K
EW
159
Evexia Wealth
Wisconsin
$699K
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$688K
EW
161
Element Wealth
Mississippi
$680K
WFMPM
162
Woodley Farra Manion Portfolio Management
Indiana
$676K
KOC
163
Koss-Olinger Consulting
Florida
$642K
SAMC
164
Spectrum Asset Management (California)
California
$641K
PB
165
Pinnacle Bancorp
Nebraska
$611K
BSTWA
166
Blake Schutter Theil Wealth Advisors
Ohio
$608K
BPA
167
Beacon Pointe Advisors
California
$607K
GC
168
Gilbert & Cook
Iowa
$600K
CSIA
169
Conrad Siegel Investment Advisors
Pennsylvania
$599K
EP
170
Essential Planning
New Hampshire
$587K
MFIM
171
Mesirow Financial Investment Management
Illinois
$584K
LAM
172
L2 Asset Management
Massachusetts
$582K
SW
173
Simplicity Wealth
New Jersey
$572K
PFA
174
Pure Financial Advisors
California
$570K
SAI
175
Savvy Advisors Inc
New York
$564K