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iShares iBonds Dec 2027 Term Treasury ETF

295 hedge funds and large institutions have $1.62B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 169 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
ASN
201
Advisory Services Network
Georgia
$378K
BSG
202
Black Swift Group
Colorado
$363K
PAG
203
Private Advisor Group
New Jersey
$362K
AWM
204
Alterna Wealth Management
Texas
$359K
OCG
205
Opus Capital Group
Ohio
$355K
PCIA
206
Prime Capital Investment Advisors
Kansas
$355K
OPTFSNA
207
Old Point Trust & Financial Services N A
Virginia
$350K
KIM
208
Kestra Investment Management
Texas
$349K
BWM
209
BCS Wealth Management
Tennessee
$345K
CBT
210
Crews Bank & Trust
Florida
$345K
SFB
211
STAR Financial Bank
Indiana
$344K
VWA
212
Visionary Wealth Advisors
Illinois
$343K
TWM
213
Trinity Wealth Management
Pennsylvania
$340K
YWM
214
Yoder Wealth Management
California
$328K
RMAM
215
Raab & Moskowitz Asset Management
New Jersey
$320K
LWM
216
Liberty Wealth Management
California
$316K
KAS
217
KPP Advisory Services
Kentucky
$305K
AGP
218
Autumn Glory Partners
Texas
$302K
HNW
219
High Note Wealth
Minnesota
$299K
MA
220
MONECO Advisors
Connecticut
$291K
VIM
221
Vista Investment Management
Pennsylvania
$286K
LFAS
222
Level Four Advisory Services
Texas
$286K
PP
223
Prosperity Planning
Missouri
$279K
MCM
224
Mattern Capital Management
Colorado
$277K
WT
225
Washington Trust
Rhode Island
$276K