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iShares iBonds Dec 2027 Term Treasury ETF

270 hedge funds and large institutions have $1.33B 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, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
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
DWM
201
DecisionMap Wealth Management
Virginia
$260K
MWM
202
Mascoma Wealth Management
New Hampshire
$259K
RCA
203
Resonant Capital Advisors
Wisconsin
$259K
HFA
204
Highland Financial Advisors
New Jersey
$255K
CB
205
CNB Bank
Pennsylvania
$253K
BCM
206
Brookstone Capital Management
Illinois
$251K
AWE
207
Avidian Wealth Enterprises
Texas
$247K
PJSIMP
208
P.J. Schmidt Investment Management (PJS)
Wisconsin
$238K
WEG
209
World Equity Group
Illinois
$234K
MAS
210
Madden Advisory Services
Florida
$230K
TC
211
Trust Company
Kansas
$229K
CF
212
Cyr Financial
Illinois
$229K
IA
213
IFG Advisory
Georgia
$228K
BFIM
214
Beese Fulmer Investment Management
Ohio
$228K
CWM
215
Connecticut Wealth Management
Connecticut
$227K
LIA
216
LBMC Investment Advisors
Tennessee
$224K
GPA
217
Guidance Point Advisors
Massachusetts
$218K
MIM
218
Moseley Investment Management
Florida
$213K
CTWM
219
Cherry Tree Wealth Management
Minnesota
$212K
LIG
220
Lokken Investment Group
Delaware
$210K
MCC
221
Money Concepts Capital
Florida
$210K
BFG
222
Berger Financial Group
Minnesota
$208K
RMAM
223
Raab & Moskowitz Asset Management
New Jersey
$208K
PFM
224
Phillips Financial Management
Indiana
$207K
IAIM
225
International Assets Investment Management
Florida
$205K