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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
AWM
76
Apollon Wealth Management
South Carolina
$931K +$8.77K +399 +1%
MBTD
77
Mechanics Bank - Trust Department
California
$927K +$571K +26,000 +163%
SRC
78
Shufro Rose & Co
New York
$907K +$43.3K +1,973 +5%
TCA
79
Transcend Capital Advisors
New Jersey
$884K +$880K +40,050 New
Jane Street
80
Jane Street
New York
$859K -$2.51M -114,350 -75%
VA
81
Valmark Advisers
Ohio
$797K +$259K +11,803 +49%
SPC
82
Sigma Planning Corp
Michigan
$765K -$1.06M -48,238 -58%
Creative Planning
83
Creative Planning
Kansas
$729K
LWL
84
Leo Wealth LLC
Texas
$719K +$6.72K +306 +0.9%
RWP
85
Reliant Wealth Planning
Kentucky
$717K +$205K +9,333 +40%
LSAG
86
Lake Street Advisors Group
New Hampshire
$716K -$1.45K -66 -0.2%
CIA
87
Compass Ion Advisors
Pennsylvania
$680K
KAS
88
Kestra Advisory Services
Texas
$676K +$101K +4,604 +18%
MFIM
89
Mesirow Financial Investment Management
Illinois
$645K -$227K -10,354 -26%
SWP
90
Summit Wealth Partners
Florida
$642K +$427K +19,423 +201%
SW
91
Simplicity Wealth
New Jersey
$613K +$51.5K +2,342 +9%
AWM
92
AllSquare Wealth Management
New York
$612K
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$612K +$89.2K +4,058 +17%
HighTower Advisors
94
HighTower Advisors
Illinois
$608K +$197K +8,960 +48%
CPRC
95
Consolidated Portfolio Review Corp
New York
$600K +$89.3K +4,063 +18%
GHA
96
Granite Harbor Advisors
Texas
$545K +$13K +592 +2%
FW
97
FullCircle Wealth
Texas
$526K +$520K +23,669 New
UCFA
98
United Capital Financial Advisors
Texas
$523K +$280K +12,728 +116%
HCM
99
Howland Capital Management
Massachusetts
$497K +$175K +7,945 +54%
CFGA
100
Cambridge Financial Group (Arizona)
Arizona
$493K +$491K +22,354 New