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iShares iBonds Dec 2027 Term Treasury ETF

86 hedge funds and large institutions have $182M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
46
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWG
26
Altus Wealth Group
Colorado
$1.31M 59,952 +1,998 +3%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.1M 50,349 +2,532 +5%
CIA
28
Capital Investment Advisors
Georgia
$1.08M 49,296 +36,659 +290%
DADC
29
D.A. Davidson & Co
Montana
$1.06M 48,509 +3,854 +9%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.04M 47,749 +26,960 +130%
CFS
31
Cannon Financial Strategists
Georgia
$1.04M 47,657 +450 +1%
Jane Street
32
Jane Street
New York
$982K 44,957 -107,891 -71%
MA
33
MKT Advisors
California
$839K 38,686 +26,170 +209%
ABC
34
Associated Banc-Corp
Wisconsin
$836K 38,257 +26,168 +216%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$734K 33,601 +2,533 +8%
TFS
36
Thoroughbred Financial Services
Tennessee
$667K 30,529 +1,811 +6%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$635K 29,055 -9,235 -24%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$628K 27,567 +27,567 New
KF
39
Krilogy Financial
Missouri
$546K 24,994 +2,617 +12%
Ameriprise
40
Ameriprise
Minnesota
$491K 22,458 +10,507 +88%
KAS
41
Kestra Advisory Services
Texas
$490K 22,432 +9,548 +74%
AWM
42
AllSquare Wealth Management
New York
$451K 20,645 +20,095 +3,654%
Goldman Sachs
43
Goldman Sachs
New York
$399K 18,263 +18,263 New
CIAS
44
CFS Investment Advisory Services
New Jersey
$380K 17,405 +1,689 +11%
RCA
45
Resonant Capital Advisors
Wisconsin
$369K 16,867
Citadel Advisors
46
Citadel Advisors
Florida
$360K 16,489 +16,489 New
DSC
47
Duncker Streett & Co
Missouri
$354K 16,217 +16,217 New
Creative Planning
48
Creative Planning
Kansas
$354K 16,199 +6,386 +65%
CTC
49
Central Trust Company
Missouri
$345K 15,768 +8,707 +123%
CCB
50
Country Club Bank
Missouri
$318K 14,583 +4,089 +39%