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iShares iBonds Dec 2027 Term Treasury ETF

251 hedge funds and large institutions have $1.1B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 128 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+12
Holders Change %
+5.02%
% of All Funds
3.37%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
33
Increased
128
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWS
201
Precision Wealth Strategies
Missouri
$229K +$229K +10,176 New
TC
202
Trust Company
Kansas
$229K -$25K -1,110 -10%
LIA
203
LBMC Investment Advisors
Tennessee
$223K +$223K +9,930 New
CAM
204
Costello Asset Management
Pennsylvania
$215K -$91.3K -4,060 -30%
BFG
205
Berger Financial Group
Minnesota
$213K
MIM
206
Moseley Investment Management
Florida
$212K +$212K +9,439 New
LIG
207
Lokken Investment Group
Delaware
$210K +$210K +9,335 New
MCC
208
Money Concepts Capital
Florida
$209K +$209K +9,290 New
BCM
209
Brookstone Capital Management
Illinois
$207K +$207K +9,220 New
IAIM
210
International Assets Investment Management
Florida
$206K
Corient Private Wealth
211
Corient Private Wealth
Florida
$204K -$161K -7,172 -44%
BFIM
212
Beese Fulmer Investment Management
Ohio
$204K +$204K +9,064 New
RPC
213
Rossmore Private Capital
Connecticut
$203K
PFM
214
Phillips Financial Management
Indiana
$202K -$103K -4,582 -34%
HC
215
Hara Capital
Washington
$177K
PWA
216
Physician Wealth Advisors
Utah
$155K
CTWM
217
Cherry Tree Wealth Management
Minnesota
$127K +$12.1K +537 +11%
HIA
218
Harbor Investment Advisory
Maryland
$80K +$40K +1,777 +100%
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$77.3K -$303K -13,486 -80%
PTC
220
Private Trust Company
Ohio
$75.7K
BWL
221
Bogart Wealth LLC
Virginia
$74.4K +$45 +2 +0.1%
BOJHT
222
Bank of Jackson Hole Trust
Wyoming
$73.8K
ACA
223
Aptus Capital Advisors
Alabama
$63.4K +$60.2K +2,679 +1,900%
TCM
224
TD Capital Management
Tennessee
$46.7K +$472 +21 +1%
CAL
225
Capital Analysts LLC
Pennsylvania
$46K