IBTH icon

iShares iBonds Dec 2027 Term Treasury ETF

191 hedge funds and large institutions have $714M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 102 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+22
Holders Change %
+13.02%
% of All Funds
2.76%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
27
Increased
102
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWP
51
Accretive Wealth Partners
New Jersey
$2.39M +$42.4K +1,874 +2%
SA
52
Sanctuary Advisors
Indiana
$2.38M +$2.38M +107,303 New
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.36M +$389K +17,192 +20%
SB
54
Strategic Blueprint
Georgia
$2.32M +$1.1M +48,399 +89%
BFO
55
Boston Family Office
Massachusetts
$2.28M +$632K +27,917 +38%
AF
56
Allworth Financial
California
$2.14M -$127K -5,592 -6%
DADC
57
D.A. Davidson & Co
Montana
$2.13M +$356K +15,737 +20%
LIM
58
Leavell Investment Management
Alabama
$2.08M +$989K +43,685 +90%
LF
59
Lantz Financial
Illinois
$1.99M +$1.99M +88,086 New
AAIM
60
Asset Advisors Investment Management
Georgia
$1.99M +$1.99M +87,950 New
SFB
61
STAR Financial Bank
Indiana
$1.8M +$552K +24,368 +44%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$1.79M +$140K +6,164 +8%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$1.7M -$48.1K -2,127 -3%
MBTD
64
Mechanics Bank - Trust Department
California
$1.62M +$668K +29,500 +70%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$1.58M +$54.7K +2,416 +4%
LWL
66
Leo Wealth LLC
Texas
$1.51M +$773K +34,172 +105%
ABC
67
Associated Banc-Corp
Wisconsin
$1.47M +$185K +8,176 +14%
Lido Advisors
68
Lido Advisors
California
$1.46M -$367K -16,234 -20%
RJA
69
Raymond James & Associates
Florida
$1.43M +$269K +11,906 +23%
HighTower Advisors
70
HighTower Advisors
Illinois
$1.39M +$764K +33,890 +123%
CFS
71
Cannon Financial Strategists
Georgia
$1.39M +$12.5K +554 +0.9%
FFG
72
Foundry Financial Group
New Hampshire
$1.34M +$26.3K +1,163 +2%
Citadel Advisors
73
Citadel Advisors
Florida
$1.33M +$1.33M +58,727 New
MBT
74
Montecito Bank & Trust
California
$1.33M
TFS
75
Thoroughbred Financial Services
Tennessee
$1.32M +$190K +8,395 +17%