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iShares iBonds Dec 2027 Term Treasury ETF

170 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 20 funds opening new positions, 95 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

280% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 25

11% more capital invested

Capital invested by funds: $565M → $628M (+$63.4M)

8% more funds holding

Funds holding: 157170 (+13)

1.72% less ownership

Funds ownership: 73.7%71.97% (-1.7%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
170
Holders Change
+13
Holders Change %
+8.28%
% 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
20
Increased
95
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
101
Conrad Siegel Investment Advisors
Pennsylvania
$491K +$489K +22,251 New
CSPIA
102
Cary Street Partners Investment Advisory
Virginia
$487K +$206K +9,358 +74%
HC
103
Hara Capital
Washington
$481K -$148K -6,751 -24%
SPWM
104
Straight Path Wealth Management
Michigan
$481K +$25.1K +1,141 +6%
MPPLM
105
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$477K +$475K +21,602 New
KOC
106
Koss-Olinger Consulting
Florida
$471K +$469K +21,330 New
SAMC
107
Spectrum Asset Management (California)
California
$467K +$9.29K +423 +2%
CCB
108
Country Club Bank
Missouri
$467K -$19.4K -882 -4%
SF
109
Safeguard Financial
Wisconsin
$427K +$425K +19,344 New
Cerity Partners
110
Cerity Partners
New York
$419K
MFG
111
Mendota Financial Group
Wisconsin
$406K +$4.09K +186 +1%
BC
112
Barrett & Company
Rhode Island
$400K +$165K +7,500 +71%
WT
113
Washington Trust
Rhode Island
$397K
DSC
114
Duncker Streett & Co
Missouri
$392K +$33.8K +1,539 +9%
BFEC
115
Benjamin F. Edwards & Company
Missouri
$391K +$9.62K +438 +3%
YWM
116
Yoder Wealth Management
California
$391K
SWMG
117
Signature Wealth Management Group
Georgia
$364K +$5.29K +241 +1%
CCM
118
Coldstream Capital Management
Washington
$362K +$19K +863 +6%
AC
119
Apella Capital
Connecticut
$345K +$343K +15,614 New
RCA
120
Resonant Capital Advisors
Wisconsin
$344K
PAG
121
Private Advisor Group
New Jersey
$305K +$25.2K +1,146 +9%
EH
122
Equitable Holdings
New York
$303K
BPA
123
Beacon Pointe Advisors
California
$300K +$9.32K +424 +3%
EW
124
Element Wealth
Mississippi
$298K +$24.2K +1,100 +9%
EP
125
Essential Planning
New Hampshire
$290K +$28.9K +1,317 +11%