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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 %
LWL
76
Leo Wealth LLC
Texas
$715K +$54.1K +2,440 +8%
CIA
77
Compass Ion Advisors
Pennsylvania
$680K +$169K +7,610 +33%
LNC
78
Lincoln National Corp
Pennsylvania
$663K +$663K +29,899 New
LIM
79
Leavell Investment Management
Alabama
$661K +$131K +5,898 +25%
HC
80
Hara Capital
Washington
$633K -$153K -6,900 -19%
AWM
81
AllSquare Wealth Management
New York
$615K +$121K +5,438 +24%
KAS
82
Kestra Advisory Services
Texas
$577K -$1.66K -75 -0.3%
APW
83
Austin Private Wealth
Texas
$575K +$261K +11,847 +83%
SW
84
Simplicity Wealth
New Jersey
$563K +$47.7K +2,153 +9%
VA
85
Valmark Advisers
Ohio
$538K +$298K +13,427 +124%
SB
86
Strategic Blueprint
Georgia
$536K +$225K +10,131 +72%
GHA
87
Granite Harbor Advisors
Texas
$534K +$224K +10,118 +72%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$524K -$16K -723 -3%
RWP
89
Reliant Wealth Planning
Kentucky
$513K
RJA
90
Raymond James & Associates
Florida
$513K +$83.2K +3,754 +19%
CPRC
91
Consolidated Portfolio Review Corp
New York
$512K +$512K +23,109 New
PI
92
PFG Investments
New York
$512K +$512K +23,109 New
CCB
93
Country Club Bank
Missouri
$488K -$1.37M -61,911 -74%
SAMC
94
Spectrum Asset Management (California)
California
$459K -$345K -15,587 -43%
SPWM
95
Straight Path Wealth Management
Michigan
$457K +$21.1K +951 +5%
Cerity Partners
96
Cerity Partners
New York
$420K +$78.1K +3,525 +23%
HighTower Advisors
97
HighTower Advisors
Illinois
$412K -$82.1K -3,708 -17%
MFG
98
Mendota Financial Group
Wisconsin
$403K +$144K +6,515 +56%
WT
99
Washington Trust
Rhode Island
$398K +$398K +17,980 New
YWM
100
Yoder Wealth Management
California
$392K +$392K +17,700 New