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iShares iBonds Dec 2027 Term Treasury ETF

309 hedge funds and large institutions have $1.75B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 158 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
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
PFA
176
Pure Financial Advisors
California
$597K
LIA
177
LBMC Investment Advisors
Tennessee
$592K
Jane Street
178
Jane Street
New York
$587K
EP
179
Essential Planning
New Hampshire
$578K
SW
180
Simplicity Wealth
New Jersey
$571K
MAS
181
Madden Advisory Services
Florida
$553K
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$544K
PP
183
Prosperity Planning
Missouri
$543K
RMAM
184
Raab & Moskowitz Asset Management
New Jersey
$542K
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$537K
CFGA
186
Cambridge Financial Group (Arizona)
Arizona
$532K
MCC
187
Money Concepts Capital
Florida
$527K
FWM
188
Focused Wealth Management
New York
$523K
SFGP
189
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$522K
CTA
190
Chesley Taft & Associates
Illinois
$516K
WIA
191
World Investment Advisors
California
$515K
MWM
192
Mission Wealth Management
California
$506K
NPT
193
National Philanthropic Trust
Pennsylvania
$499K
AQR Capital Management
194
AQR Capital Management
Connecticut
$495K
GC
195
Gilbert & Cook
Iowa
$494K
BFP
196
Beacon Financial Planning
Massachusetts
$493K
DAS
197
Daybright Advisory Services
Florida
$467K
AWE
198
Avidian Wealth Enterprises
Texas
$461K
FFA
199
Farther Finance Advisors
California
$449K
BMCM
200
Black Maple Capital Management
Wisconsin
$449K