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iShares iBonds Dec 2027 Term Treasury ETF

170 hedge funds and large institutions have $628M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 95 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

280% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 25

11% more capital invested

Capital invested by funds: $565M → $628M (+$63.4M)

8% more funds holding

Funds holding: 157170 (+13)

1.72% less ownership

Funds ownership: 73.7%71.97% (-1.7%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
170
Holders Change
+13
Holders Change %
+8.28%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
95
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.92M +$434K +19,732 +29%
Lido Advisors
52
Lido Advisors
California
$1.78M +$224K +10,189 +14%
DADC
53
D.A. Davidson & Co
Montana
$1.73M +$195K +8,893 +13%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$1.71M -$68.7K -3,127 -4%
IA
55
IFP Advisors
Florida
$1.69M +$822K +37,424 +95%
Ameriprise
56
Ameriprise
Minnesota
$1.69M +$353K +16,060 +26%
BFO
57
Boston Family Office
Massachusetts
$1.61M +$1.6M +72,927 New
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$1.61M +$64.8K +2,948 +4%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$1.49M +$288K +13,092 +24%
BHPW
60
Beverly Hills Private Wealth
California
$1.37M -$270K -12,295 -16%
CFS
61
Cannon Financial Strategists
Georgia
$1.34M +$204K +9,267 +18%
MBT
62
Montecito Bank & Trust
California
$1.29M +$179K +8,125 +16%
FFG
63
Foundry Financial Group
New Hampshire
$1.28M +$259K +11,777 +25%
ABC
64
Associated Banc-Corp
Wisconsin
$1.25M -$12.4K -565 -1%
SFB
65
STAR Financial Bank
Indiana
$1.22M +$1.21M +55,041 New
SIA
66
SkyView Investment Advisors
New Jersey
$1.21M -$439K -20,000 -27%
SB
67
Strategic Blueprint
Georgia
$1.2M +$659K +29,988 +124%
RJA
68
Raymond James & Associates
Florida
$1.13M +$616K +28,055 +121%
TFS
69
Thoroughbred Financial Services
Tennessee
$1.1M +$298K +13,559 +37%
LIM
70
Leavell Investment Management
Alabama
$1.07M +$408K +18,593 +62%
AWG
71
Altus Wealth Group
Colorado
$999K -$344K -15,674 -26%
APW
72
Austin Private Wealth
Texas
$955K +$377K +17,163 +66%
4WM
73
4J Wealth Management
Virginia
$944K +$21.4K +974 +2%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$944K +$113K +5,163 +14%
APW
75
Atlantic Private Wealth
North Carolina
$942K +$6.92K +315 +0.7%