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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 %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$480K 21,435 -7,620 -26%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$474K 21,187 +21,187 New
SPWM
78
Straight Path Wealth Management
Michigan
$441K 19,678 +19,678 New
RJA
79
Raymond James & Associates
Florida
$434K 19,399 +6,042 +45%
SPC
80
Sigma Planning Corp
Michigan
$431K 19,235 +19,235 New
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$425K 18,998 +18,998 New
SWMG
82
Signature Wealth Management Group
Georgia
$363K 16,235 +16,235 New
DSC
83
Duncker Streett & Co
Missouri
$363K 16,217
MBTD
84
Mechanics Bank - Trust Department
California
$358K 16,000 +16,000 New
HCM
85
Howland Capital Management
Massachusetts
$352K 15,730 +15,730 New
CIAS
86
CFS Investment Advisory Services
New Jersey
$351K 15,660 -1,745 -10%
RCA
87
Resonant Capital Advisors
Wisconsin
$349K 15,573 -1,294 -8%
Cerity Partners
88
Cerity Partners
New York
$346K 15,438 +1,808 +13%
BFEC
89
Benjamin F. Edwards & Company
Missouri
$328K 14,662 +947 +7%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$326K 14,574 +14,574 New
APW
91
Austin Private Wealth
Texas
$319K 14,240 +14,240 New
SB
92
Strategic Blueprint
Georgia
$315K 14,053 +14,053 New
GHA
93
Granite Harbor Advisors
Texas
$313K 13,970 -268 -2%
BPA
94
Beacon Pointe Advisors
California
$291K 12,997 +3,523 +37%
AGP
95
Autumn Glory Partners
Texas
$287K 12,827 +761 +6%
PAG
96
Private Advisor Group
New Jersey
$284K 12,674 +12,674 New
GRP
97
Global Retirement Partners
California
$265K 11,813 +5,151 +77%
MFG
98
Mendota Financial Group
Wisconsin
$261K 11,677 +11,677 New
EH
99
Equitable Holdings
New York
$256K 11,423 +11,423 New
HFA
100
Highland Financial Advisors
New Jersey
$253K 11,306 +11,306 New