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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 %
BFG
201
Berger Financial Group
Minnesota
$212K
IAIM
202
International Assets Investment Management
Florida
$205K
RPC
203
Rossmore Private Capital
Connecticut
$202K +$202K +9,014 New
HC
204
Hara Capital
Washington
$177K -$618K -27,561 -78%
PWA
205
Physician Wealth Advisors
Utah
$155K +$52.7K +2,350 +52%
SWC
206
Spectrum Wealth Counsel
Indiana
$115K
CTWM
207
Cherry Tree Wealth Management
Minnesota
$114K +$15.1K +673 +15%
PTC
208
Private Trust Company
Ohio
$75.5K
BWL
209
Bogart Wealth LLC
Virginia
$74.1K +$45 +2 +0.1%
BOJHT
210
Bank of Jackson Hole Trust
Wyoming
$73.5K +$31.1K +1,388 +73%
TCM
211
TD Capital Management
Tennessee
$46K +$291 +13 +0.6%
CAL
212
Capital Analysts LLC
Pennsylvania
$46K
HIA
213
Harbor Investment Advisory
Maryland
$39.9K +$39.9K +1,778 New
RF
214
Robbins Farley
New Hampshire
$32.4K
LWA
215
Lowe Wealth Advisors
Maryland
$29.1K +$29.1K +1,300 New
HWM
216
Hemington Wealth Management
Virginia
$28K
EB
217
Eastern Bank
Massachusetts
$25.8K
BL
218
Balentine LLC
Georgia
$25.2K
BTD
219
BankPlus Trust Department
Mississippi
$23.7K
NP
220
NorthRock Partners
Minnesota
$21.4K +$21.4K +956 New
AGWCA
221
Annis Gardner Whiting Capital Advisors
Florida
$19.3K
LWANC
222
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.1K
US Bancorp
223
US Bancorp
Minnesota
$17.9K
FPB
224
First PREMIER Bank
South Dakota
$17K
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$15.7K