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iShares iBonds Dec 2027 Term Treasury ETF

300 hedge funds and large institutions have $1.63B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 171 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
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
CIAS
201
CFS Investment Advisory Services
New Jersey
$387K
ASN
202
Advisory Services Network
Georgia
$378K
BSG
203
Black Swift Group
Colorado
$363K
PAG
204
Private Advisor Group
New Jersey
$362K
AWM
205
Alterna Wealth Management
Texas
$359K
OCG
206
Opus Capital Group
Ohio
$355K
PCIA
207
Prime Capital Investment Advisors
Kansas
$355K
OPTFSNA
208
Old Point Trust & Financial Services N A
Virginia
$350K
KIM
209
Kestra Investment Management
Texas
$349K
BWM
210
BCS Wealth Management
Tennessee
$345K
CBT
211
Crews Bank & Trust
Florida
$345K
SFB
212
STAR Financial Bank
Indiana
$344K
VWA
213
Visionary Wealth Advisors
Illinois
$343K
TWM
214
Trinity Wealth Management
Pennsylvania
$340K
YWM
215
Yoder Wealth Management
California
$328K
RMAM
216
Raab & Moskowitz Asset Management
New Jersey
$320K
LWM
217
Liberty Wealth Management
California
$316K
KAS
218
KPP Advisory Services
Kentucky
$305K
AGP
219
Autumn Glory Partners
Texas
$302K
HNW
220
High Note Wealth
Minnesota
$299K
MA
221
MONECO Advisors
Connecticut
$291K
VIM
222
Vista Investment Management
Pennsylvania
$286K
LFAS
223
Level Four Advisory Services
Texas
$286K
ACM
224
Alamar Capital Management
California
$285K
PP
225
Prosperity Planning
Missouri
$279K