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iShares iBonds Dec 2027 Term Treasury ETF

157 hedge funds and large institutions have $565M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
157
Holders Change
+25
Holders Change %
+18.94%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
32
Increased
76
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$1.62M +$1.62M +73,053 New
Lido Advisors
52
Lido Advisors
California
$1.56M -$168K -7,577 -10%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.55M +$93.6K +4,222 +6%
DADC
54
D.A. Davidson & Co
Montana
$1.54M +$512K +23,100 +50%
CCWA
55
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.49M +$400K +18,066 +37%
AWG
56
Altus Wealth Group
Colorado
$1.35M -$77.3K -3,487 -5%
Ameriprise
57
Ameriprise
Minnesota
$1.34M +$75.7K +3,415 +6%
ABC
58
Associated Banc-Corp
Wisconsin
$1.27M +$120K +5,428 +10%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$1.2M +$732K +33,023 +156%
CFS
60
Cannon Financial Strategists
Georgia
$1.14M +$69.6K +3,143 +7%
MBT
61
Montecito Bank & Trust
California
$1.12M
FFG
62
Foundry Financial Group
New Hampshire
$1.03M +$359K +16,198 +54%
APW
63
Atlantic Private Wealth
North Carolina
$938K -$8.13K -367 -0.9%
4WM
64
4J Wealth Management
Virginia
$926K -$1.56M -70,606 -63%
AWM
65
Apollon Wealth Management
South Carolina
$925K +$5.81K +262 +0.6%
CAN
66
Cetera Advisor Networks
California
$903K +$326K +14,705 +56%
MFIM
67
Mesirow Financial Investment Management
Illinois
$877K +$3.57K +161 +0.4%
IA
68
IFP Advisors
Florida
$872K +$2.66K +120 +0.3%
SRC
69
Shufro Rose & Co
New York
$867K +$867K +39,135 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$834K -$487K -21,945 -37%
TFS
71
Thoroughbred Financial Services
Tennessee
$806K -$93.3K -4,215 -10%
FFA
72
Farther Finance Advisors
California
$781K +$781K +35,516 New
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$735K +$735K +33,164 New
Creative Planning
74
Creative Planning
Kansas
$732K
LSAG
75
Lake Street Advisors Group
New Hampshire
$720K -$319K -14,389 -31%