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iShares iBonds Dec 2027 Term Treasury ETF

226 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 48 funds opening new positions, 124 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 9

359% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 27

35% more capital invested

Capital invested by funds: $715M → $962M (+$247M)

18% more funds holding

Funds holding: 192226 (+34)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6.81% more ownership

Funds ownership: 69.91%76.72% (+6.8%)

Holders
226
Holders Change
+34
Holders Change %
+17.71%
% 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
48
Increased
124
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
26
Legacy Private Trust
Wisconsin
$10.3M +$990K +44,427 +11%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$9.37M +$1.33M +59,628 +16%
KF
28
Krilogy Financial
Missouri
$9.24M +$4.99M +223,989 +116%
SPIA
29
Steward Partners Investment Advisory
New York
$8.51M -$92.6K -4,155 -1%
Financial Engines Advisors
30
Financial Engines Advisors
California
$7.51M +$848K +38,049 +13%
FA
31
Fagan Associates
New York
$7.34M +$191K +8,565 +3%
PA
32
Probity Advisors
Texas
$7.08M +$1.1M +49,543 +18%
SCA
33
Snowden Capital Advisors
New York
$6.75M +$584K +26,186 +9%
SWM
34
Shelton Wealth Management
Texas
$6.5M +$1.6M +71,756 +32%
OPA
35
Old Port Advisors
Maine
$6.28M +$441K +19,765 +8%
MW
36
MBL Wealth
North Carolina
$6.24M +$257K +11,517 +4%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.85M +$3.55M +159,323 +153%
CTC
38
Central Trust Company
Missouri
$5.81M +$1.25M +56,117 +27%
Stifel Financial
39
Stifel Financial
Missouri
$5.56M +$619K +27,758 +12%
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$4.46M +$256K +11,488 +6%
Truist Financial
41
Truist Financial
North Carolina
$4.38M +$145K +6,520 +3%
OFS
42
OneAscent Financial Services
Alabama
$4.35M +$4.37M +196,022 New
AAIM
43
Asset Advisors Investment Management
Georgia
$4.17M +$2.22M +99,740 +113%
BFO
44
Boston Family Office
Massachusetts
$4M +$1.77M +79,423 +79%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$3.94M +$713K +31,973 +22%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$3.81M +$303K +13,607 +9%
SWM
47
Stockman Wealth Management
Montana
$3.61M +$277K +12,409 +8%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$3.57M +$1.91M +85,704 +114%
RL
49
Retireful LLC
Michigan
$3.36M +$3.37M +151,230 New
Ameriprise
50
Ameriprise
Minnesota
$3.33M +$455K +20,413 +16%