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iShares iBonds Dec 2027 Term Treasury ETF

238 hedge funds and large institutions have $1.15B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 134 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+14
Holders Change %
+6.25%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
28
Increased
134
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
176
KPP Advisory Services
Kentucky
$309K
HI
177
Harbour Investments
Wisconsin
$309K +$283K +12,643 +1,124%
CAM
178
Costello Asset Management
Pennsylvania
$305K -$6.77K -302 -2%
PFM
179
Phillips Financial Management
Indiana
$304K +$14.6K +651 +5%
KWM
180
KFG Wealth Management
Indiana
$296K +$56.2K +2,508 +23%
PS
181
Principal Securities
Iowa
$294K
MA
182
MONECO Advisors
Connecticut
$290K +$290K +12,942 New
National Bank of Canada
183
National Bank of Canada
Quebec, Canada
$290K +$79.5K +3,548 +38%
MA
184
Montag & Associates
Georgia
$288K +$26.3K +1,174 +10%
GSB
185
Greenfield Savings Bank
Massachusetts
$285K -$3.05K -136 -1%
AGP
186
Autumn Glory Partners
Texas
$284K
WT
187
Washington Trust
Rhode Island
$276K -$96.4K -4,300 -26%
MCM
188
Mattern Capital Management
Colorado
$270K +$1.77K +79 +0.7%
MWM
189
Mascoma Wealth Management
New Hampshire
$257K
RCA
190
Resonant Capital Advisors
Wisconsin
$257K -$47.5K -2,117 -16%
PCA
191
Prosperity Capital Advisors
Ohio
$257K -$8.68K -388 -3%
Mariner
192
Mariner
Kansas
$255K +$255K +11,390 New
HFA
193
Highland Financial Advisors
New Jersey
$253K
TC
194
Trust Company
Kansas
$253K
Comerica Bank
195
Comerica Bank
Texas
$252K +$187K +8,338 +287%
IAA
196
Independent Advisor Alliance
North Carolina
$243K -$2.63M -117,323 -92%
HBT
197
Hills Bank & Trust
Iowa
$241K +$18.9K +841 +8%
OPTFSNA
198
Old Point Trust & Financial Services N A
Virginia
$237K +$72.9K +3,250 +45%
BWM
199
BCS Wealth Management
Tennessee
$226K
GS
200
GTS Securities
New York
$226K +$226K +10,074 New