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iShares iBonds Dec 2027 Term Treasury ETF

86 hedge funds and large institutions have $182M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 12

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

13% more funds holding

Funds holding: 7686 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $183M → $182M (-$1.36M)

9.49% less ownership

Funds ownership: 76.68%67.2% (-9.5%)

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
46
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$313K +$124K +5,632 +65%
GHA
52
Granite Harbor Advisors
Texas
$311K -$2.75K -125 -0.9%
BFEC
53
Benjamin F. Edwards & Company
Missouri
$300K +$55.4K +2,517 +22%
Cerity Partners
54
Cerity Partners
New York
$298K
RJA
55
Raymond James & Associates
Florida
$292K +$65.3K +2,966 +29%
RWP
56
Reliant Wealth Planning
Kentucky
$287K +$289K +13,115 New
NL
57
Navalign LLC
California
$280K +$282K +12,822 New
AGP
58
Autumn Glory Partners
Texas
$264K +$265K +12,066 New
MBT
59
Montecito Bank & Trust
California
$250K +$252K +11,455 New
KAS
60
KPP Advisory Services
Kentucky
$214K +$216K +9,800 New
BPA
61
Beacon Pointe Advisors
California
$207K +$208K +9,474 New
AF
62
Allworth Financial
California
$198K +$200K +9,082 New
SPIA
63
Steward Partners Investment Advisory
New York
$180K
IA
64
IFP Advisors
Florida
$146K -$107K -4,865 -42%
GRP
65
Global Retirement Partners
California
$145K +$65.7K +2,987 +81%
HBT
66
Hills Bank & Trust
Iowa
$124K +$125K +5,660 New
FWM
67
Focused Wealth Management
New York
$109K +$10.1K +459 +10%
EW
68
Element Wealth
Mississippi
$93.3K +$64.3K +2,924 +217%
BC
69
Barrett & Company
Rhode Island
$91.8K
GI
70
Gradient Investments
Minnesota
$75.9K +$14.9K +676 +24%
SFG
71
Steward Financial Group
Texas
$75K
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$73.7K +$74.2K +3,371 New
PTC
73
Private Trust Company
Ohio
$73.5K
CAL
74
Capital Analysts LLC
Pennsylvania
$45K +$45.3K +2,057 New
HWM
75
Horizons Wealth Management
North Carolina
$44.9K +$21.7K +985 +92%