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iShares iBonds Dec 2027 Term Treasury ETF

169 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 19 funds opening new positions, 95 increasing their positions, 25 reducing their positions, and 5 closing their positions.

Holders
169
Holders Change
+12
Holders Change %
+7.64%
% 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
19
Increased
95
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
26
LPL Financial
California
$6.42M +$829K +37,541 +15%
MW
27
MBL Wealth
North Carolina
$5.82M +$5.82M +263,842 New
SCA
28
Snowden Capital Advisors
New York
$5.76M +$218K +9,894 +4%
PA
29
Probity Advisors
Texas
$5.21M +$1.29M +58,590 +33%
OPA
30
Old Port Advisors
Maine
$5.13M +$509K +23,053 +11%
Osaic Holdings
31
Osaic Holdings
Arizona
$4.76M +$2.2M +99,618 +86%
Truist Financial
32
Truist Financial
North Carolina
$4.23M +$33.5K +1,519 +0.8%
KF
33
Krilogy Financial
Missouri
$4.17M -$951K -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 +$544K +24,664 +15%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$3.99M +$3.99M +180,633 New
Stifel Financial
37
Stifel Financial
Missouri
$3.97M +$276K +12,497 +7%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$3.57M +$2.84M +128,640 +388%
CTC
39
Central Trust Company
Missouri
$3.47M +$740K +33,506 +27%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$3.45M +$84.8K +3,842 +3%
ADL
41
Asset Dedication LLC
California
$3.35M +$3.35M +151,831 New
SWM
42
Stockman Wealth Management
Montana
$3.05M +$292K +13,243 +11%
PAS
43
Park Avenue Securities
New York
$3.02M -$13.2K -597 -0.4%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$2.94M +$2.94M +132,999 New
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$2.79M +$438K +19,841 +19%
1WM
46
1858 Wealth Management
Ohio
$2.74M -$26.6K -1,204 -1%
SF
47
Synovus Financial
Georgia
$2.53M +$888K +40,244 +54%
SCM
48
SCS Capital Management
Massachusetts
$2.38M +$4.19K +190 +0.2%
AWP
49
Accretive Wealth Partners
New Jersey
$2.29M +$29.4K +1,331 +1%
AF
50
Allworth Financial
California
$2.23M -$326K -14,692 -13%