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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
HPC
1
HM Payson & Co
Maine
$153M +$12.1M +540,325 +9%
Morgan Stanley
2
Morgan Stanley
New York
$79M +$1.15M +51,165 +1%
Bank of America
3
Bank of America
North Carolina
$76.3M -$1.81M -80,581 -2%
GI
4
GLOBALT Investments
Georgia
$63.8M -$1.13M -50,123 -2%
TPWA
5
TRUE Private Wealth Advisors
Oregon
$44.5M -$98.9K -4,405 -0.2%
Wells Fargo
6
Wells Fargo
California
$44.4M -$1.19M -53,127 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$30.8M -$2.03M -90,440 -6%
NA
8
NewEdge Advisors
Louisiana
$28.1M +$806K +35,909 +3%
LPL Financial
9
LPL Financial
California
$28M +$1.05M +46,899 +4%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$27.7M +$136K +6,050 +0.5%
Raymond James Financial
11
Raymond James Financial
Florida
$27.4M +$2.3M +102,624 +9%
OPPS
12
Obsidian Personal Planning Solutions
Maryland
$26.5M +$18.3M +816,536 +226%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$25.5M +$9.85M +438,779 +63%
UBS Group
14
UBS Group
Switzerland
$25.5M +$718K +31,992 +3%
IWC
15
Integrated Wealth Concepts
Massachusetts
$24.5M +$1.84M +81,760 +8%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$24M +$9.45M +420,958 +65%
SWP
17
Stratos Wealth Partners
Ohio
$22.7M +$1.14M +50,630 +5%
JAG
18
Journey Advisory Group
Kentucky
$18.5M +$833K +37,093 +5%
FAC
19
Financial Advisory Corporation
Michigan
$18.3M +$680K +30,305 +4%
UCFA
20
United Capital Financial Advisors
Texas
$18.1M +$6.9M +307,527 +62%
CIA
21
Capital Investment Advisors
Georgia
$17.3M +$439K +19,569 +3%
DP
22
Denver PWM
Colorado
$16.7M +$1.35K +60 +0%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$15.8M +$1.76M +78,601 +13%
AAIM
24
Asset Advisors Investment Management
Georgia
$14.7M +$4.18M +186,226 +40%
MCM
25
MV Capital Management
Maryland
$14.1M +$459K +20,457 +3%