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iShares iBonds Dec 2027 Term Treasury ETF

266 hedge funds and large institutions have $1.32B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 135 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
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
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
201
Highland Financial Advisors
New Jersey
$255K
CB
202
CNB Bank
Pennsylvania
$253K
BCM
203
Brookstone Capital Management
Illinois
$251K
AWE
204
Avidian Wealth Enterprises
Texas
$247K
PJSIMP
205
P.J. Schmidt Investment Management (PJS)
Wisconsin
$238K
WEG
206
World Equity Group
Illinois
$234K
MAS
207
Madden Advisory Services
Florida
$230K
TC
208
Trust Company
Kansas
$229K
CF
209
Cyr Financial
Illinois
$229K
IA
210
IFG Advisory
Georgia
$228K
BFIM
211
Beese Fulmer Investment Management
Ohio
$228K
CWM
212
Connecticut Wealth Management
Connecticut
$227K
LIA
213
LBMC Investment Advisors
Tennessee
$224K
GPA
214
Guidance Point Advisors
Massachusetts
$218K
MIM
215
Moseley Investment Management
Florida
$213K
CTWM
216
Cherry Tree Wealth Management
Minnesota
$212K
LIG
217
Lokken Investment Group
Delaware
$210K
MCC
218
Money Concepts Capital
Florida
$210K
BFG
219
Berger Financial Group
Minnesota
$208K
RMAM
220
Raab & Moskowitz Asset Management
New Jersey
$208K
PFM
221
Phillips Financial Management
Indiana
$207K
IAIM
222
International Assets Investment Management
Florida
$205K
Citadel Advisors
223
Citadel Advisors
Florida
$204K
RPC
224
Rossmore Private Capital
Connecticut
$203K
HC
225
Hara Capital
Washington
$167K