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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 %
BFEC
101
Benjamin F. Edwards & Company
Missouri
$383K +$57.9K +2,613 +18%
DSC
102
Duncker Streett & Co
Missouri
$359K
SWMG
103
Signature Wealth Management Group
Georgia
$355K
MBTD
104
Mechanics Bank - Trust Department
California
$355K
RCA
105
Resonant Capital Advisors
Wisconsin
$345K -$133 -6 -0%
CCM
106
Coldstream Capital Management
Washington
$344K +$344K +15,525 New
KPWS
107
Kestra Private Wealth Services
Texas
$336K +$336K +15,144 New
HCM
108
Howland Capital Management
Massachusetts
$323K -$25.5K -1,150 -7%
EH
109
Equitable Holdings
New York
$305K +$51.5K +2,325 +20%
BPA
110
Beacon Pointe Advisors
California
$292K +$3.72K +168 +1%
AGP
111
Autumn Glory Partners
Texas
$284K
KAS
112
KPP Advisory Services
Kentucky
$284K +$284K +12,800 New
CSPIA
113
Cary Street Partners Investment Advisory
Virginia
$281K +$281K +12,702 New
PAG
114
Private Advisor Group
New Jersey
$281K
GRP
115
Global Retirement Partners
California
$279K +$17.4K +785 +7%
EW
116
Element Wealth
Mississippi
$274K +$140K +6,324 +104%
CIAS
117
CFS Investment Advisory Services
New Jersey
$271K -$76.3K -3,441 -22%
PS
118
Principal Securities
Iowa
$267K +$20.1K +905 +8%
EP
119
Essential Planning
New Hampshire
$265K +$265K +11,816 New
HFA
120
Highland Financial Advisors
New Jersey
$251K
MWM
121
Mascoma Wealth Management
New Hampshire
$244K +$244K +11,028 New
UCFA
122
United Capital Financial Advisors
Texas
$243K +$243K +10,952 New
TWM
123
Trinity Wealth Management
Pennsylvania
$239K +$239K +10,803 New
BC
124
Barrett & Company
Rhode Island
$235K +$142K +6,400 +152%
BWM
125
BCS Wealth Management
Tennessee
$223K