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iShares iBonds Dec 2027 Term Treasury ETF

255 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, 131 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
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
PJSIMP
201
P.J. Schmidt Investment Management (PJS)
Wisconsin
$237K
HA
202
Hamel Associates
New Jersey
$235K
PCIA
203
Prime Capital Investment Advisors
Kansas
$232K
PWS
204
Precision Wealth Strategies
Missouri
$229K
TC
205
Trust Company
Kansas
$229K
LIA
206
LBMC Investment Advisors
Tennessee
$223K
CAM
207
Costello Asset Management
Pennsylvania
$215K
BFG
208
Berger Financial Group
Minnesota
$213K
MIM
209
Moseley Investment Management
Florida
$212K
LIG
210
Lokken Investment Group
Delaware
$210K
MCC
211
Money Concepts Capital
Florida
$209K
BCM
212
Brookstone Capital Management
Illinois
$207K
IAIM
213
International Assets Investment Management
Florida
$206K
Corient Private Wealth
214
Corient Private Wealth
Florida
$204K
BFIM
215
Beese Fulmer Investment Management
Ohio
$204K
RPC
216
Rossmore Private Capital
Connecticut
$203K
PFM
217
Phillips Financial Management
Indiana
$202K
HC
218
Hara Capital
Washington
$177K
PWA
219
Physician Wealth Advisors
Utah
$155K
CTWM
220
Cherry Tree Wealth Management
Minnesota
$127K
HIA
221
Harbor Investment Advisory
Maryland
$80K
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$77.3K
PTC
223
Private Trust Company
Ohio
$75.7K
BWL
224
Bogart Wealth LLC
Virginia
$74.4K
BOJHT
225
Bank of Jackson Hole Trust
Wyoming
$73.8K