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iShares iBonds Dec 2027 Term Treasury ETF

253 hedge funds and large institutions have $1.24B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$31.5M
2 -$4.83M
3 -$4.75M
4
FTUS
Flow Traders U.S.
New York
-$3.01M
5
1WM
1858 Wealth Management
Ohio
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
201
Hamel Associates
New Jersey
$235K
PCIA
202
Prime Capital Investment Advisors
Kansas
$232K
PWS
203
Precision Wealth Strategies
Missouri
$229K
TC
204
Trust Company
Kansas
$229K
LIA
205
LBMC Investment Advisors
Tennessee
$223K
CAM
206
Costello Asset Management
Pennsylvania
$215K
BFG
207
Berger Financial Group
Minnesota
$213K
MIM
208
Moseley Investment Management
Florida
$212K
LIG
209
Lokken Investment Group
Delaware
$210K
MCC
210
Money Concepts Capital
Florida
$209K
BCM
211
Brookstone Capital Management
Illinois
$207K
IAIM
212
International Assets Investment Management
Florida
$206K
Corient Private Wealth
213
Corient Private Wealth
Florida
$204K
BFIM
214
Beese Fulmer Investment Management
Ohio
$204K
RPC
215
Rossmore Private Capital
Connecticut
$203K
PFM
216
Phillips Financial Management
Indiana
$202K
HC
217
Hara Capital
Washington
$177K
PWA
218
Physician Wealth Advisors
Utah
$155K
CTWM
219
Cherry Tree Wealth Management
Minnesota
$127K
HIA
220
Harbor Investment Advisory
Maryland
$80K
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$77.3K
PTC
222
Private Trust Company
Ohio
$75.7K
BWL
223
Bogart Wealth LLC
Virginia
$74.4K
BOJHT
224
Bank of Jackson Hole Trust
Wyoming
$73.8K
ACA
225
Aptus Capital Advisors
Alabama
$63.4K