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iShares iBonds Dec 2027 Term Treasury ETF

170 hedge funds and large institutions have $628M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 95 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

280% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 25

11% more capital invested

Capital invested by funds: $565M → $628M (+$63.4M)

8% more funds holding

Funds holding: 157170 (+13)

1.72% less ownership

Funds ownership: 73.7%71.97% (-1.7%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
170
Holders Change
+13
Holders Change %
+8.28%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
95
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$6.42M +$825K +37,541 +15%
MW
27
MBL Wealth
North Carolina
$5.82M +$5.8M +263,842 New
SCA
28
Snowden Capital Advisors
New York
$5.76M +$217K +9,894 +4%
PA
29
Probity Advisors
Texas
$5.21M +$1.29M +58,590 +33%
OPA
30
Old Port Advisors
Maine
$5.13M +$506K +23,053 +11%
Osaic Holdings
31
Osaic Holdings
Arizona
$4.76M +$2.19M +99,618 +86%
Truist Financial
32
Truist Financial
North Carolina
$4.23M +$33.4K +1,519 +0.8%
KF
33
Krilogy Financial
Missouri
$4.17M -$947K -43,099 -19%
SWM
34
Shelton Wealth Management
Texas
$4.14M +$1.29M +58,614 +46%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4.07M +$542K +24,664 +15%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$3.99M +$3.97M +180,633 New
Stifel Financial
37
Stifel Financial
Missouri
$3.97M +$275K +12,497 +7%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$3.57M +$2.83M +128,640 +388%
CTC
39
Central Trust Company
Missouri
$3.47M +$736K +33,506 +27%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$3.45M +$84.4K +3,842 +3%
ADL
41
Asset Dedication LLC
California
$3.35M +$3.34M +151,831 New
SWM
42
Stockman Wealth Management
Montana
$3.05M +$291K +13,243 +11%
PAS
43
Park Avenue Securities
New York
$3.02M -$13.1K -597 -0.4%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$2.94M +$2.92M +132,999 New
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$2.79M +$436K +19,841 +19%
1WM
46
1858 Wealth Management
Ohio
$2.74M -$26.5K -1,204 -1%
SF
47
Synovus Financial
Georgia
$2.53M +$884K +40,244 +54%
SCM
48
SCS Capital Management
Massachusetts
$2.38M +$4.17K +190 +0.2%
AWP
49
Accretive Wealth Partners
New Jersey
$2.29M +$29.2K +1,331 +1%
AF
50
Allworth Financial
California
$2.23M -$323K -14,692 -13%