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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
TCM
76
TD Capital Management
Tennessee
$42.3K +$396 +18 +0.9%
BEI
77
Benjamin Edwards Inc
Missouri
$33K +$1.3K +59 +4%
RF
78
Robbins Farley
New Hampshire
$31.6K +$11.9K +540 +60%
GBT
79
Grove Bank & Trust
Florida
$28.4K
PFM
80
Phillips Financial Management
Indiana
$26K +$242 +11 +0.9%
AGWCA
81
Annis Gardner Whiting Capital Advisors
Florida
$18.8K +$19K +862 New
HWA
82
HHM Wealth Advisors
Tennessee
$13.1K
FPB
83
First PREMIER Bank
South Dakota
$13K +$2.2K +100 +20%
US Bancorp
84
US Bancorp
Minnesota
$10.9K
AWA
85
Authentikos Wealth Advisory
California
$4.61K +$4.64K +211 New
CSPIA
86
Cary Street Partners Investment Advisory
Virginia
$3.85K +$3.87K +176 New
RHP
87
Royal Harbor Partners
Texas
-$3.51M -158,674 Closed
CAN
88
Cetera Advisor Networks
California
-$2.18M -98,261 Closed
OCAM
89
Onex Canada Asset Management
Ontario, Canada
-$925K -41,742 Closed
FTUS
90
Flow Traders U.S.
New York
-$833K -37,622 Closed
FAAM
91
First Ascent Asset Management
Colorado
-$213K -9,600 Closed
JFG
92
JDM Financial Group
Texas
-$205K -9,240 Closed
SF
93
Safeguard Financial
Wisconsin
-$47K -2,141 Closed
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
-$6.2K -280 Closed