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iShares iBonds Dec 2027 Term Treasury ETF

309 hedge funds and large institutions have $1.75B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 158 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
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
JCM
201
Jacobi Capital Management
Pennsylvania
$448K
WP
202
Walleye Partners
Wisconsin
$440K
CFA
203
Churchill Financial Advisors
Kentucky
$439K
FIA
204
Foundations Investment Advisors
Arizona
$427K
FNBOO
205
First National Bank of Omaha
Nebraska
$419K
KTM
206
Keeler Thomas Management
Utah
$407K
ASN
207
Advisory Services Network
Georgia
$405K
BW
208
Basepoint Wealth
Iowa
$400K
SWMG
209
Signature Wealth Management Group
Georgia
$393K
OIA
210
OneDigital Investment Advisors
Kansas
$393K
CIAS
211
CFS Investment Advisory Services
New Jersey
$387K
NA
212
Nottingham Advisors
New York
$381K
SAM
213
Smithbridge Asset Management
Pennsylvania
$368K
BSG
214
Black Swift Group
Colorado
$367K
PCIA
215
Prime Capital Investment Advisors
Kansas
$367K
HNW
216
High Note Wealth
Minnesota
$364K
AWM
217
Alterna Wealth Management
Texas
$359K
OCG
218
Opus Capital Group
Ohio
$354K
KIM
219
Kestra Investment Management
Texas
$352K
PAG
220
Private Advisor Group
New Jersey
$351K
CBT
221
Crews Bank & Trust
Florida
$344K
VWA
222
Visionary Wealth Advisors
Illinois
$342K
TWM
223
Trinity Wealth Management
Pennsylvania
$340K
ML
224
MLP3 LLC
New Jersey
$334K
YWM
225
Yoder Wealth Management
California
$327K