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iShares iBonds Dec 2027 Term Treasury ETF

192 hedge funds and large institutions have $715M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 103 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 3

268% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 28

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

14% more capital invested

Capital invested by funds: $628M → $715M (+$86.3M)

13% more funds holding

Funds holding: 170192 (+22)

2.07% less ownership

Funds ownership: 71.97%69.91% (-2.1%)

Holders
192
Holders Change
+22
Holders Change %
+12.94%
% of All Funds
2.76%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
27
Increased
103
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$8.19M +$4.5M +200,740 +124%
FA
27
Fagan Associates
New York
$7.29M +$401K +17,905 +6%
Financial Engines Advisors
28
Financial Engines Advisors
California
$6.8M +$159K +7,099 +2%
SCA
29
Snowden Capital Advisors
New York
$6.29M +$378K +16,863 +6%
MW
30
MBL Wealth
North Carolina
$6.1M +$125K +5,587 +2%
PA
31
Probity Advisors
Texas
$6.09M +$749K +33,405 +14%
OPA
32
Old Port Advisors
Maine
$5.95M +$682K +30,407 +13%
Stifel Financial
33
Stifel Financial
Missouri
$5.04M +$960K +42,833 +24%
SWM
34
Shelton Wealth Management
Texas
$5M +$757K +33,739 +18%
CTC
35
Central Trust Company
Missouri
$4.66M +$1.09M +48,638 +31%
KF
36
Krilogy Financial
Missouri
$4.35M +$76K +3,389 +2%
Truist Financial
37
Truist Financial
North Carolina
$4.32M -$20.4K -910 -0.5%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$4.28M +$194K +8,630 +5%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3.73M -$444K -19,787 -11%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$3.58M +$41.7K +1,858 +1%
SF
41
Synovus Financial
Georgia
$3.57M +$967K +43,138 +38%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$3.55M +$531K +23,686 +18%
SWM
43
Stockman Wealth Management
Montana
$3.4M +$272K +12,137 +9%
PAS
44
Park Avenue Securities
New York
$3.38M +$281K +12,528 +9%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$3.3M +$433K +19,294 +15%
IA
46
IFP Advisors
Florida
$3.03M +$1.28M +56,891 +74%
Ameriprise
47
Ameriprise
Minnesota
$2.93M +$1.18M +52,723 +69%
1WM
48
1858 Wealth Management
Ohio
$2.85M +$38.8K +1,730 +1%
ADL
49
Asset Dedication LLC
California
$2.6M -$828K -36,946 -24%
SCM
50
SCS Capital Management
Massachusetts
$2.45M +$4.26K +190 +0.2%