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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.

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 %
VA
76
Valmark Advisers
Ohio
$1.25M +$434K +19,163 +53%
SIA
77
SkyView Investment Advisors
New Jersey
$1.12M -$112K -5,000 -9%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$1.1M +$1.1M +48,381 New
4WM
79
4J Wealth Management
Virginia
$1.08M +$107K +4,738 +11%
Kovitz Investment Group Partners
80
Kovitz Investment Group Partners
Illinois
$1.06M +$1.06M +46,756 New
AWM
81
Apollon Wealth Management
South Carolina
$1.03M +$72.7K +3,211 +8%
APW
82
Austin Private Wealth
Texas
$1M +$23.5K +1,038 +2%
CSPIA
83
Cary Street Partners Investment Advisory
Virginia
$1M +$501K +22,152 +100%
APW
84
Atlantic Private Wealth
North Carolina
$968K +$2.76K +122 +0.3%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$955K -$13.5K -598 -1%
NG
86
Northstar Group
New York
$938K +$938K +41,450 New
RWP
87
Reliant Wealth Planning
Kentucky
$928K +$193K +8,509 +26%
UCFA
88
United Capital Financial Advisors
Texas
$921K +$385K +16,992 +72%
SRC
89
Shufro Rose & Co
New York
$907K
TCA
90
Transcend Capital Advisors
New Jersey
$907K
JSA
91
Jim Saulnier & Associates
Colorado
$895K +$895K +39,549 New
LSAG
92
Lake Street Advisors Group
New Hampshire
$888K +$154K +6,802 +21%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$868K +$240K +10,622 +38%
BHPW
94
Beverly Hills Private Wealth
California
$861K -$549K -24,246 -39%
MPPLM
95
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$808K +$319K +14,083 +65%
SPC
96
Sigma Planning Corp
Michigan
$780K -$4.57K -202 -0.6%
EW
97
Element Wealth
Mississippi
$771K +$466K +20,568 +153%
AWG
98
Altus Wealth Group
Colorado
$757K -$268K -11,819 -26%
Creative Planning
99
Creative Planning
Kansas
$740K -$7.02K -310 -0.9%
CSIA
100
Conrad Siegel Investment Advisors
Pennsylvania
$705K +$201K +8,878 +40%