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iShares iBonds Dec 2027 Term Treasury ETF

76 hedge funds and large institutions have $183M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+9
Holders Change %
+13.43%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
39
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$217K -$59.3K -2,678 -21%
FAAM
52
First Ascent Asset Management
Colorado
$213K +$10.8K +487 +5%
JFG
53
JDM Financial Group
Texas
$205K +$2.81K +127 +1%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$193K +$89.1K +4,020 +86%
SPIA
55
Steward Partners Investment Advisory
New York
$183K
CTC
56
Central Trust Company
Missouri
$156K +$73.1K +3,301 +88%
BWM
57
BerganKDV Wealth Management
Minnesota
$141K
FWM
58
Focused Wealth Management
New York
$101K +$6.69K +302 +7%
BC
59
Barrett & Company
Rhode Island
$93K
GRP
60
Global Retirement Partners
California
$81.4K +$177 +8 +0.2%
SFG
61
Steward Financial Group
Texas
$76K
PTC
62
Private Trust Company
Ohio
$74.6K
GI
63
Gradient Investments
Minnesota
$61.9K +$7.35K +332 +13%
SF
64
Safeguard Financial
Wisconsin
$47K +$47K +2,141 New
TCM
65
TD Capital Management
Tennessee
$42.5K +$377 +17 +0.9%
BEI
66
Benjamin Edwards Inc
Missouri
$32K -$358 -16 -1%
EW
67
Element Wealth
Mississippi
$29.8K
GBT
68
Grove Bank & Trust
Florida
$28.8K +$28.8K +1,300 New
PFM
69
Phillips Financial Management
Indiana
$26.1K +$244 +11 +0.9%
HWM
70
Horizons Wealth Management
North Carolina
$23.7K
RF
71
Robbins Farley
New Hampshire
$20K -$12K -540 -37%
HWA
72
HHM Wealth Advisors
Tennessee
$13.3K +$13.3K +601 New
AWM
73
AllSquare Wealth Management
New York
$12.3K
US Bancorp
74
US Bancorp
Minnesota
$11.1K +$11.1K +500 New
FPB
75
First PREMIER Bank
South Dakota
$11K