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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
HPC
1
HM Payson & Co
Maine
$152M
Bank of America
2
Bank of America
North Carolina
$84.5M
Morgan Stanley
3
Morgan Stanley
New York
$83.2M
GI
4
GLOBALT Investments
Georgia
$67.3M
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$59.2M
Wells Fargo
6
Wells Fargo
California
$55.9M
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$55.3M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$42.6M
Raymond James Financial
9
Raymond James Financial
Florida
$42M
LPL Financial
10
LPL Financial
California
$40.6M
BCM
11
Brookstone Capital Management
Illinois
$38.6M
UBS Group
12
UBS Group
Switzerland
$38.1M
TPWA
13
TRUE Private Wealth Advisors
Oregon
$37.6M
UCFA
14
United Capital Financial Advisors
Texas
$33.2M
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$31.5M
IWC
16
Integrated Wealth Concepts
Massachusetts
$29.5M
SWA
17
Stratos Wealth Advisors
Ohio
$28.9M
CWM
18
Connecticut Wealth Management
Connecticut
$27.8M
FAC
19
Financial Advisory Corporation
Michigan
$27M
MFG
20
Merit Financial Group
Georgia
$26.6M
SWP
21
Stratos Wealth Partners
Ohio
$23.5M
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.1M
CIA
23
Capital Investment Advisors
Georgia
$20.2M
JAG
24
Journey Advisory Group
Kentucky
$19.6M
OFS
25
OneAscent Financial Services
Alabama
$18.2M