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iShares iBonds Dec 2027 Term Treasury ETF

132 hedge funds and large institutions have $550M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 53 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
132
Holders Change
+46
Holders Change %
+53.49%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
57
Increased
53
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CFS
51
Cannon Financial Strategists
Georgia
$1.08M 48,235 +578 +1%
Jane Street
52
Jane Street
New York
$1.07M 47,840 +2,883 +6%
LSAG
53
Lake Street Advisors Group
New Hampshire
$1.05M 46,901 +46,901 New
DADC
54
D.A. Davidson & Co
Montana
$1.03M 46,218 -2,291 -5%
APW
55
Atlantic Private Wealth
North Carolina
$956K 42,709 +42,709 New
AWM
56
Apollon Wealth Management
South Carolina
$929K 41,501 +41,501 New
TFS
57
Thoroughbred Financial Services
Tennessee
$909K 40,613 +10,084 +33%
MFIM
58
Mesirow Financial Investment Management
Illinois
$883K 39,422 +39,422 New
KF
59
Krilogy Financial
Missouri
$880K 39,315 +14,321 +57%
IA
60
IFP Advisors
Florida
$878K 39,219 +32,555 +489%
SAMC
61
Spectrum Asset Management (California)
California
$813K 36,316 +36,316 New
HC
62
Hara Capital
Washington
$794K 35,453 +35,453 New
Creative Planning
63
Creative Planning
Kansas
$739K 33,019 +16,820 +104%
BHPW
64
Beverly Hills Private Wealth
California
$691K 30,868 +30,868 New
FFG
65
Foundry Financial Group
New Hampshire
$674K 30,082 +30,082 New
LWL
66
Leo Wealth LLC
Texas
$668K 29,818 +29,818 New
KAS
67
Kestra Advisory Services
Texas
$584K 26,090 +3,658 +16%
CAN
68
Cetera Advisor Networks
California
$583K 26,052 +26,052 New
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$546K 24,390 +24,390 New
LIM
70
Leavell Investment Management
Alabama
$536K 23,932 +23,932 New
SW
71
Simplicity Wealth
New Jersey
$521K 23,261 +23,261 New
RWP
72
Reliant Wealth Planning
Kentucky
$519K 23,166 +10,051 +77%
CIA
73
Compass Ion Advisors
Pennsylvania
$517K 23,089 +23,089 New
HighTower Advisors
74
HighTower Advisors
Illinois
$501K 22,307 +22,307 New
AWM
75
AllSquare Wealth Management
New York
$499K 22,305 +1,660 +8%