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iShares iBonds Dec 2027 Term Treasury ETF

169 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 19 funds opening new positions, 95 increasing their positions, 25 reducing their positions, and 5 closing their positions.

Holders
169
Holders Change
+12
Holders Change %
+7.64%
% 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
19
Increased
95
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
101
Cary Street Partners Investment Advisory
Virginia
$487K +$207K +9,358 +74%
HC
102
Hara Capital
Washington
$481K -$149K -6,751 -24%
SPWM
103
Straight Path Wealth Management
Michigan
$481K +$25.2K +1,141 +6%
MPPLM
104
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$477K +$477K +21,602 New
KOC
105
Koss-Olinger Consulting
Florida
$471K +$471K +21,330 New
SAMC
106
Spectrum Asset Management (California)
California
$467K +$9.34K +423 +2%
CCB
107
Country Club Bank
Missouri
$467K -$19.5K -882 -4%
SF
108
Safeguard Financial
Wisconsin
$427K +$427K +19,344 New
Cerity Partners
109
Cerity Partners
New York
$419K
MFG
110
Mendota Financial Group
Wisconsin
$406K +$4.11K +186 +1%
BC
111
Barrett & Company
Rhode Island
$400K +$166K +7,500 +71%
WT
112
Washington Trust
Rhode Island
$397K
DSC
113
Duncker Streett & Co
Missouri
$392K +$34K +1,539 +9%
BFEC
114
Benjamin F. Edwards & Company
Missouri
$391K +$9.67K +438 +3%
YWM
115
Yoder Wealth Management
California
$391K
SWMG
116
Signature Wealth Management Group
Georgia
$364K +$5.32K +241 +1%
CCM
117
Coldstream Capital Management
Washington
$362K +$19.1K +863 +6%
AC
118
Apella Capital
Connecticut
$345K +$345K +15,614 New
RCA
119
Resonant Capital Advisors
Wisconsin
$344K
PAG
120
Private Advisor Group
New Jersey
$305K +$25.3K +1,146 +9%
EH
121
Equitable Holdings
New York
$303K
BPA
122
Beacon Pointe Advisors
California
$300K +$9.36K +424 +3%
EW
123
Element Wealth
Mississippi
$298K +$24.3K +1,100 +9%
EP
124
Essential Planning
New Hampshire
$290K +$29.1K +1,317 +11%
AGP
125
Autumn Glory Partners
Texas
$286K +$3.02K +137 +1%