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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

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

134% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 68

10% more capital invested

Capital invested by funds: $1.63B → $1.79B (+$167M)

4% more funds holding

Funds holding: 300312 (+12)

1.43% more ownership

Funds ownership: 84.05%85.48% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

Holders
312
Holders Change
+12
Holders Change %
+4%
% of All Funds
3.84%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
33
Increased
159
Reduced
68
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
176
Harbour Investments
Wisconsin
$625K +$111K +4,928 +21%
BSTWA
177
Blake Schutter Theil Wealth Advisors
Ohio
$606K
CSIA
178
Conrad Siegel Investment Advisors
Pennsylvania
$603K +$5.42K +241 +0.9%
PFA
179
Pure Financial Advisors
California
$597K +$28.5K +1,269 +5%
LIA
180
LBMC Investment Advisors
Tennessee
$592K +$200K +8,890 +51%
Jane Street
181
Jane Street
New York
$587K +$588K +26,177 New
EP
182
Essential Planning
New Hampshire
$578K -$8.63K -384 -1%
SW
183
Simplicity Wealth
New Jersey
$571K -$449 -20 -0.1%
MAS
184
Madden Advisory Services
Florida
$553K +$323K +14,384 +140%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$544K -$143K -6,351 -21%
PP
186
Prosperity Planning
Missouri
$543K
RMAM
187
Raab & Moskowitz Asset Management
New Jersey
$542K +$222K +9,883 +69%
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$537K +$11K +489 +2%
CFGA
189
Cambridge Financial Group (Arizona)
Arizona
$532K
MCC
190
Money Concepts Capital
Florida
$527K +$60.1K +2,675 +13%
FWM
191
Focused Wealth Management
New York
$523K +$16.9K +752 +3%
SFGP
192
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$522K
CTA
193
Chesley Taft & Associates
Illinois
$516K +$89.9K +4,000 +21%
WIA
194
World Investment Advisors
California
$515K +$97.3K +4,332 +23%
MWM
195
Mission Wealth Management
California
$506K +$507K +22,578 New
NPT
196
National Philanthropic Trust
Pennsylvania
$499K
AQR Capital Management
197
AQR Capital Management
Connecticut
$495K
GC
198
Gilbert & Cook
Iowa
$494K -$105K -4,675 -18%
BFP
199
Beacon Financial Planning
Massachusetts
$493K +$494K +21,979 New
DAS
200
Daybright Advisory Services
Florida
$467K +$2.81K +125 +0.6%