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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.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 12

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

13% more funds holding

Funds holding: 7686 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $183M → $182M (-$1.36M)

9.49% less ownership

Funds ownership: 76.68%67.2% (-9.5%)

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.36%
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 Holding Trade Value Shares
Change
Change in
Stake
AWG
26
Altus Wealth Group
Colorado
$1.31M +$44K +1,998 +3%
IWC
27
Integrated Wealth Concepts
Massachusetts
$1.1M +$55.7K +2,532 +5%
CIA
28
Capital Investment Advisors
Georgia
$1.08M +$806K +36,659 +290%
DADC
29
D.A. Davidson & Co
Montana
$1.06M +$84.8K +3,854 +9%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.04M +$593K +26,960 +130%
CFS
31
Cannon Financial Strategists
Georgia
$1.04M +$9.9K +450 +1%
Jane Street
32
Jane Street
New York
$982K -$2.37M -107,891 -71%
MA
33
MKT Advisors
California
$839K +$576K +26,170 +209%
ABC
34
Associated Banc-Corp
Wisconsin
$836K +$576K +26,168 +216%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$734K +$55.7K +2,533 +8%
TFS
36
Thoroughbred Financial Services
Tennessee
$667K +$39.8K +1,811 +6%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$635K -$203K -9,235 -24%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$628K +$606K +27,567 New
KF
39
Krilogy Financial
Missouri
$546K +$57.6K +2,617 +12%
Ameriprise
40
Ameriprise
Minnesota
$491K +$231K +10,507 +88%
KAS
41
Kestra Advisory Services
Texas
$490K +$210K +9,548 +74%
AWM
42
AllSquare Wealth Management
New York
$451K +$442K +20,095 +3,654%
Goldman Sachs
43
Goldman Sachs
New York
$399K +$402K +18,263 New
CIAS
44
CFS Investment Advisory Services
New Jersey
$380K +$37.2K +1,689 +11%
RCA
45
Resonant Capital Advisors
Wisconsin
$369K
Citadel Advisors
46
Citadel Advisors
Florida
$360K +$363K +16,489 New
DSC
47
Duncker Streett & Co
Missouri
$354K +$357K +16,217 New
Creative Planning
48
Creative Planning
Kansas
$354K +$140K +6,386 +65%
CTC
49
Central Trust Company
Missouri
$345K +$192K +8,707 +123%
CCB
50
Country Club Bank
Missouri
$318K +$90K +4,089 +39%