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iShares iBonds Dec 2027 Term Treasury ETF

224 hedge funds and large institutions have $962M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
224
Holders Change
+33
Holders Change %
+17.28%
% of All Funds
2.98%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
47
Increased
124
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPT
26
Legacy Private Trust
Wisconsin
$10.3M 464,280 +44,427 +11%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$9.37M 422,172 +59,628 +16%
KF
28
Krilogy Financial
Missouri
$9.24M 416,387 +223,989 +116%
SPIA
29
Steward Partners Investment Advisory
New York
$8.51M 383,226 -4,155 -1%
Financial Engines Advisors
30
Financial Engines Advisors
California
$7.51M 338,470 +38,049 +13%
FA
31
Fagan Associates
New York
$7.34M 330,684 +8,565 +3%
PA
32
Probity Advisors
Texas
$7.08M 318,771 +49,543 +18%
SCA
33
Snowden Capital Advisors
New York
$6.75M 303,963 +26,186 +9%
SWM
34
Shelton Wealth Management
Texas
$6.5M 292,855 +71,756 +32%
OPA
35
Old Port Advisors
Maine
$6.28M 282,727 +19,765 +8%
MW
36
MBL Wealth
North Carolina
$6.24M 280,946 +11,517 +4%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.85M 263,530 +159,323 +153%
CTC
38
Central Trust Company
Missouri
$5.81M 261,915 +56,117 +27%
Stifel Financial
39
Stifel Financial
Missouri
$5.56M 250,429 +27,758 +12%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$4.46M 200,751 +11,488 +6%
Truist Financial
41
Truist Financial
North Carolina
$4.38M 197,212 +6,520 +3%
OFS
42
OneAscent Financial Services
Alabama
$4.35M 196,022 +196,022 New
AAIM
43
Asset Advisors Investment Management
Georgia
$4.17M 187,690 +99,740 +113%
BFO
44
Boston Family Office
Massachusetts
$4M 180,267 +79,423 +79%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$3.94M 177,667 +31,973 +22%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$3.82M 171,891 +13,607 +9%
SWM
47
Stockman Wealth Management
Montana
$3.61M 162,533 +12,409 +8%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$3.57M 160,866 +85,704 +114%
RL
49
Retireful LLC
Michigan
$3.36M 151,230 +151,230 New
Ameriprise
50
Ameriprise
Minnesota
$3.33M 149,847 +20,413 +16%