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iShares iBonds Dec 2027 Term Treasury ETF

132 hedge funds and large institutions have $550M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 53 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
132
Holders Change
+46
Holders Change %
+53.49%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
57
Increased
53
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AF
26
Allworth Financial
California
$3.64M 162,657 +153,575 +1,691%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.49M 155,679 +47,190 +43%
GBWM
28
Granite Bay Wealth Management
New Hampshire
$3.25M 148,000 -104,000 -41%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$3M 134,111 +17,076 +15%
1WM
30
1858 Wealth Management
Ohio
$2.81M 125,453 +125,453 New
4WM
31
4J Wealth Management
Virginia
$2.52M 112,404 -1,795 -2%
SWM
32
Stockman Wealth Management
Montana
$2.42M 108,268 +15,081 +16%
AWP
33
Accretive Wealth Partners
New Jersey
$2.13M 94,970 +94,970 New
PA
34
Probity Advisors
Texas
$2.11M 94,338 +94,338 New
MA
35
MKT Advisors
California
$2.09M 93,890 +55,204 +143%
SWM
36
Shelton Wealth Management
Texas
$1.95M 87,041 +87,041 New
PAS
37
Park Avenue Securities
New York
$1.94M 86,475 +1,405 +2%
CCB
38
Country Club Bank
Missouri
$1.88M 83,929 +69,346 +476%
Lido Advisors
39
Lido Advisors
California
$1.74M 77,919 -25,377 -25%
SF
40
Synovus Financial
Georgia
$1.64M 73,146 +73,146 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.47M 65,573 +5,329 +9%
AWG
42
Altus Wealth Group
Colorado
$1.44M 64,414 +4,462 +7%
Osaic Holdings
43
Osaic Holdings
Arizona
$1.44M 64,323 -40,398 -39%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$1.33M 59,563 +45,225 +315%
CTC
45
Central Trust Company
Missouri
$1.3M 58,148 +42,380 +269%
Ameriprise
46
Ameriprise
Minnesota
$1.28M 57,236 +34,778 +155%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$1.27M 56,640 +56,640 New
ABC
48
Associated Banc-Corp
Wisconsin
$1.16M 51,761 +13,504 +35%
MBT
49
Montecito Bank & Trust
California
$1.13M 50,514 +39,059 +341%
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.1M 49,217 +49,217 New