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iShares iBonds Dec 2027 Term Treasury ETF

312 hedge funds and large institutions have $1.79B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 159 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
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
Luther King Capital Management (LKCM)
151
Luther King Capital Management (LKCM)
Texas
$880K
AWM
152
Apollon Wealth Management
South Carolina
$874K
PFM
153
Phillips Financial Management
Indiana
$867K
CB
154
Chris Bulman
California
$854K
KPWS
155
Kestra Private Wealth Services
Texas
$837K
EW
156
Evexia Wealth
Wisconsin
$819K
4WM
157
4J Wealth Management
Virginia
$811K
DSC
158
Duncker Streett & Co
Missouri
$810K
CCM
159
Coldstream Capital Management
Washington
$777K
PA
160
PSI Advisors
Florida
$776K
WFMPM
161
Woodley Farra Manion Portfolio Management
Indiana
$765K
MFIM
162
Mesirow Financial Investment Management
Illinois
$748K
WCP
163
Wick Capital Partners
Pennsylvania
$726K
SCA
164
Snowden Capital Advisors
New York
$722K
EW
165
Element Wealth
Mississippi
$708K
CIBC World Market
166
CIBC World Market
Ontario, Canada
$704K
BEI
167
Benjamin Edwards Inc
Missouri
$695K
CSP
168
Cary Street Partners
Virginia
$691K
SAI
169
Savvy Advisors Inc
New York
$689K
T
170
Tableaux
Massachusetts
$672K
BPA
171
Beacon Pointe Advisors
California
$662K
JIC
172
Johnson Investment Counsel
Ohio
$651K
KOC
173
Koss-Olinger Consulting
Florida
$642K
SAMC
174
Spectrum Asset Management (California)
California
$628K
PB
175
Pinnacle Bancorp
Nebraska
$625K