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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
AWE
201
Avidian Wealth Enterprises
Texas
$461K +$224K +9,967 +94%
FFA
202
Farther Finance Advisors
California
$449K +$221K +9,830 +96%
BMCM
203
Black Maple Capital Management
Wisconsin
$449K
JCM
204
Jacobi Capital Management
Pennsylvania
$448K +$5.71K +254 +1%
WP
205
Walleye Partners
Wisconsin
$440K +$2.63K +117 +0.6%
CFA
206
Churchill Financial Advisors
Kentucky
$439K +$439K +19,552 New
FIA
207
Foundations Investment Advisors
Arizona
$427K +$170K +7,575 +66%
FNBOO
208
First National Bank of Omaha
Nebraska
$419K
KTM
209
Keeler Thomas Management
Utah
$407K -$671K -29,866 -62%
ASN
210
Advisory Services Network
Georgia
$405K +$27.1K +1,208 +7%
BW
211
Basepoint Wealth
Iowa
$400K +$401K +17,852 New
OIA
212
OneDigital Investment Advisors
Kansas
$393K
SWMG
213
Signature Wealth Management Group
Georgia
$393K
CIAS
214
CFS Investment Advisory Services
New Jersey
$387K +$270 +12 +0.1%
NA
215
Nottingham Advisors
New York
$381K +$382K +17,000 New
SAM
216
Smithbridge Asset Management
Pennsylvania
$368K -$368K -16,400 -50%
BSG
217
Black Swift Group
Colorado
$367K +$5.17K +230 +1%
PCIA
218
Prime Capital Investment Advisors
Kansas
$367K +$13.1K +585 +4%
HNW
219
High Note Wealth
Minnesota
$364K +$64.9K +2,888 +22%
AWM
220
Alterna Wealth Management
Texas
$359K
OCG
221
Opus Capital Group
Ohio
$354K
KIM
222
Kestra Investment Management
Texas
$352K +$4K +178 +1%
PAG
223
Private Advisor Group
New Jersey
$351K -$10K -447 -3%
CBT
224
Crews Bank & Trust
Florida
$344K
VWA
225
Visionary Wealth Advisors
Illinois
$342K -$607 -27 -0.2%