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iShares iBonds Dec 2027 Term Treasury ETF

191 hedge funds and large institutions have $714M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 102 increasing their positions, 28 reducing their positions, and 3 closing their positions.

Holders
191
Holders Change
+22
Holders Change %
+13.02%
% of All Funds
2.76%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
27
Increased
102
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KAS
101
Kestra Advisory Services
Texas
$696K 30,750 +131 +0.4%
CIA
102
Compass Ion Advisors
Pennsylvania
$695K 30,699
Cerity Partners
103
Cerity Partners
New York
$679K 30,004 +11,041 +58%
MFIM
104
Mesirow Financial Investment Management
Illinois
$668K 29,500 +271 +0.9%
SWP
105
Summit Wealth Partners
Florida
$662K 29,225 +146 +0.5%
MFG
106
Mendota Financial Group
Wisconsin
$656K 29,001 +10,623 +58%
CPRC
107
Consolidated Portfolio Review Corp
New York
$654K 28,894 +1,722 +6%
AWM
108
AllSquare Wealth Management
New York
$631K 27,878 +135 +0.5%
GHA
109
Granite Harbor Advisors
Texas
$592K 26,157 +1,477 +6%
HCM
110
Howland Capital Management
Massachusetts
$579K 25,575 +3,050 +14%
Jane Street
111
Jane Street
New York
$535K 23,653 -15,277 -39%
FW
112
FullCircle Wealth
Texas
$529K 23,669
CCM
113
Crew Capital Management
Ohio
$518K 22,890 +22,890 New
BEI
114
Benjamin Edwards Inc
Missouri
$510K 22,552 +20,593 +1,051%
BC
115
Barrett & Company
Rhode Island
$494K 21,813 +3,713 +21%
KOC
116
Koss-Olinger Consulting
Florida
$493K 21,785 +455 +2%
SW
117
Simplicity Wealth
New Jersey
$488K 21,539 -6,217 -22%
CCB
118
Country Club Bank
Missouri
$479K 21,136
SAMC
119
Spectrum Asset Management (California)
California
$468K 20,684 -468 -2%
SPWM
120
Straight Path Wealth Management
Michigan
$467K 20,641 -1,129 -5%
SF
121
Safeguard Financial
Wisconsin
$459K 20,271 +927 +5%
PAG
122
Private Advisor Group
New Jersey
$419K 18,508 +4,688 +34%
PB
123
Pinnacle Bancorp
Nebraska
$402K 17,760 +7,814 +79%
DSC
124
Duncker Streett & Co
Missouri
$402K 17,756
YWM
125
Yoder Wealth Management
California
$401K 17,700