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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 Holding Trade Value Shares
Change
Shares
Change %
PS
101
Principal Securities
Iowa
$249K +$249K +11,142 New
VA
102
Valmark Advisers
Ohio
$243K +$243K +10,871 New
BWM
103
BCS Wealth Management
Tennessee
$225K +$225K +10,062 New
SWP
104
Summit Wealth Partners
Florida
$216K +$216K +9,656 New
AWM
105
AE Wealth Management
Kansas
$211K +$211K +9,462 New
HBT
106
Hills Bank & Trust
Iowa
$144K +$17.4K +775 +14%
EW
107
Element Wealth
Mississippi
$136K +$40.1K +1,791 +42%
HPC
108
HM Payson & Co
Maine
$133K +$133K +5,952 New
FWM
109
Focused Wealth Management
New York
$117K +$4.66K +208 +4%
GI
110
Gradient Investments
Minnesota
$98.1K +$20.4K +910 +26%
BC
111
Barrett & Company
Rhode Island
$94K
BWL
112
Bogart Wealth LLC
Virginia
$75.4K +$75.4K +3,370 New
PTC
113
Private Trust Company
Ohio
$75.4K
SWC
114
Spectrum Wealth Counsel
Indiana
$67.2K +$67.2K +3,001 New
HWM
115
Horizons Wealth Management
North Carolina
$57.3K +$11.3K +504 +25%
CTWM
116
Cherry Tree Wealth Management
Minnesota
$50.9K +$50.9K +2,275 New
CAL
117
Capital Analysts LLC
Pennsylvania
$46K
ASN
118
Advisory Services Network
Georgia
$45K +$45K +2,009 New
TCM
119
TD Capital Management
Tennessee
$43.9K +$537 +24 +1%
LWANC
120
Laurel Wealth Advisors (North Carolina)
North Carolina
$43.7K +$43.7K +1,950 New
S
121
SignatureFD
Georgia
$33.3K +$33.3K +1,489 New
RF
122
Robbins Farley
New Hampshire
$32.3K
GBT
123
Grove Bank & Trust
Florida
$29.1K
BEI
124
Benjamin Edwards Inc
Missouri
$25K -$8.37K -374 -25%
AGWCA
125
Annis Gardner Whiting Capital Advisors
Florida
$19.3K