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iShares iBonds Dec 2027 Term Treasury ETF

274 hedge funds and large institutions have $1.34B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 56

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $1.24B → $1.34B (+$103M)

7% more funds holding

Funds holding: 255274 (+19)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

1.18% less ownership

Funds ownership: 77.81%76.63% (-1.2%)

Holders
274
Holders Change
+19
Holders Change %
+7.45%
% of All Funds
3.6%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
36
Increased
137
Reduced
56
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
201
Principal Securities
Iowa
$271K
HBT
202
Hills Bank & Trust
Iowa
$271K +$19.9K +887 +8%
PCIA
203
Prime Capital Investment Advisors
Kansas
$266K +$33.4K +1,486 +14%
HA
204
Hamel Associates
New Jersey
$261K +$25.3K +1,128 +11%
PCA
205
Prosperity Capital Advisors
Ohio
$261K +$12.6K +560 +5%
DWM
206
DecisionMap Wealth Management
Virginia
$260K
MWM
207
Mascoma Wealth Management
New Hampshire
$259K
RCA
208
Resonant Capital Advisors
Wisconsin
$259K
HFA
209
Highland Financial Advisors
New Jersey
$255K
CB
210
CNB Bank
Pennsylvania
$253K +$252K +11,216 New
BCM
211
Brookstone Capital Management
Illinois
$251K +$43.5K +1,937 +21%
AWE
212
Avidian Wealth Enterprises
Texas
$247K
PJSIMP
213
P.J. Schmidt Investment Management (PJS)
Wisconsin
$238K +$449 +20 +0.2%
WEG
214
World Equity Group
Illinois
$234K +$233K +10,393 New
MAS
215
Madden Advisory Services
Florida
$230K +$229K +10,217 New
TC
216
Trust Company
Kansas
$229K
CF
217
Cyr Financial
Illinois
$229K +$228K +10,149 New
IA
218
IFG Advisory
Georgia
$228K +$228K +10,136 New
BFIM
219
Beese Fulmer Investment Management
Ohio
$228K +$23.3K +1,040 +11%
CWM
220
Connecticut Wealth Management
Connecticut
$227K -$62.2K -2,772 -22%
LIA
221
LBMC Investment Advisors
Tennessee
$224K
GPA
222
Guidance Point Advisors
Massachusetts
$218K +$218K +9,690 New
MIM
223
Moseley Investment Management
Florida
$213K
CTWM
224
Cherry Tree Wealth Management
Minnesota
$212K +$85.1K +3,792 +67%
LIG
225
Lokken Investment Group
Delaware
$210K