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iShares iBonds Dec 2027 Term Treasury ETF

224 hedge funds and large institutions have $962M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
224
Holders Change
+33
Holders Change %
+17.28%
% of All Funds
2.98%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
47
Increased
124
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWL
76
Leo Wealth LLC
Texas
$1.72M +$238K +10,723 +16%
MBTD
77
Mechanics Bank - Trust Department
California
$1.69M +$99.9K +4,500 +6%
Jane Street
78
Jane Street
New York
$1.59M +$1.07M +47,982 +203%
TFS
79
Thoroughbred Financial Services
Tennessee
$1.58M +$289K +13,021 +22%
VA
80
Valmark Advisers
Ohio
$1.57M +$344K +15,515 +28%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$1.5M +$425K +19,169 +40%
ABC
82
Associated Banc-Corp
Wisconsin
$1.48M +$42.8K +1,929 +3%
JSA
83
Jim Saulnier & Associates
Colorado
$1.41M +$534K +24,048 +61%
CFS
84
Cannon Financial Strategists
Georgia
$1.38M +$18.3K +823 +1%
HCM
85
Howland Capital Management
Massachusetts
$1.36M +$797K +35,920 +140%
GI
86
Gradient Investments
Minnesota
$1.36M +$1.36M +61,347 New
RWP
87
Reliant Wealth Planning
Kentucky
$1.35M +$444K +19,986 +49%
FFG
88
Foundry Financial Group
New Hampshire
$1.34M +$29.9K +1,348 +2%
WANY
89
Wealthspire Advisors (New York)
New York
$1.29M +$1.29M +58,189 New
EW
90
Evexia Wealth
Wisconsin
$1.27M +$1.27M +57,241 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$1.2M +$267K +12,047 +29%
MPPLM
92
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.18M +$391K +17,635 +49%
Creative Planning
93
Creative Planning
Kansas
$1.16M +$437K +19,703 +60%
S
94
SignatureFD
Georgia
$1.16M +$1.13M +50,806 +3,412%
Lido Advisors
95
Lido Advisors
California
$1.08M -$350K -15,783 -25%
MBT
96
Montecito Bank & Trust
California
$1.07M -$234K -10,535 -18%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$1.02M +$171K +7,697 +20%
APW
98
Austin Private Wealth
Texas
$996K +$12.5K +563 +1%
FW
99
FullCircle Wealth
Texas
$960K +$435K +19,594 +83%
OPS
100
Orion Portfolio Solutions
Nebraska
$936K +$936K +42,069 New