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iShares iBonds Dec 2027 Term Treasury ETF

274 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 36 funds opening new positions, 137 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 56

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $1.24B → $1.34B (+$103M)

7% more funds holding

Funds holding: 255274 (+19)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1.18% less ownership

Funds ownership: 77.81%76.63% (-1.2%)

Holders
274
Holders Change
+19
Holders Change %
+7.45%
% of All Funds
3.6%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
36
Increased
137
Reduced
56
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
176
Jacobi Capital Management
Pennsylvania
$385K +$2.33K +104 +0.6%
CIAS
177
CFS Investment Advisory Services
New Jersey
$384K -$10.8K -479 -3%
BSG
178
Black Swift Group
Colorado
$379K +$378K +16,820 New
PAG
179
Private Advisor Group
New Jersey
$378K -$23.5K -1,049 -6%
CBT
180
Crews Bank & Trust
Florida
$374K -$30K -1,335 -7%
CSIA
181
Conrad Siegel Investment Advisors
Pennsylvania
$370K +$3.3K +147 +0.9%
SAM
182
Smithbridge Asset Management
Pennsylvania
$369K +$368K +16,400 New
SFB
183
STAR Financial Bank
Indiana
$358K -$1.75M -77,958 -83%
AWM
184
Alterna Wealth Management
Texas
$354K
KIM
185
Kestra Investment Management
Texas
$350K -$734K -32,685 -68%
VWA
186
Visionary Wealth Advisors
Illinois
$347K +$87.3K +3,890 +34%
GDP
187
Great Diamond Partners
Maine
$343K +$342K +15,253 New
TWM
188
Trinity Wealth Management
Pennsylvania
$339K +$4.53K +202 +1%
YWM
189
Yoder Wealth Management
California
$329K +$328K +14,600 New
OCG
190
Opus Capital Group
Ohio
$325K +$324K +14,450 New
LWM
191
Liberty Wealth Management
California
$314K +$2.65K +118 +0.9%
KAS
192
KPP Advisory Services
Kentucky
$306K -$5.05K -225 -2%
AGP
193
Autumn Glory Partners
Texas
$302K +$22.9K +1,020 +8%
GSB
194
Greenfield Savings Bank
Massachusetts
$295K +$19.6K +871 +7%
MA
195
MONECO Advisors
Connecticut
$291K
Comerica Bank
196
Comerica Bank
Texas
$287K +$34.3K +1,527 +14%
OPTFSNA
197
Old Point Trust & Financial Services N A
Virginia
$284K
MCM
198
Mattern Capital Management
Colorado
$277K +$6.51K +290 +2%
WT
199
Washington Trust
Rhode Island
$277K
Jane Street
200
Jane Street
New York
$272K +$271K +12,088 New