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iShares iBonds Dec 2027 Term Treasury ETF

192 hedge funds and large institutions have $715M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 103 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 3

268% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 28

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

14% more capital invested

Capital invested by funds: $628M → $715M (+$86.3M)

13% more funds holding

Funds holding: 170192 (+22)

2.07% less ownership

Funds ownership: 71.97%69.91% (-2.1%)

Holders
192
Holders Change
+22
Holders Change %
+12.94%
% 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
103
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
101
Kestra Advisory Services
Texas
$696K +$2.94K +131 +0.4%
CIA
102
Compass Ion Advisors
Pennsylvania
$695K
Cerity Partners
103
Cerity Partners
New York
$679K +$248K +11,041 +58%
MFIM
104
Mesirow Financial Investment Management
Illinois
$668K +$6.08K +271 +0.9%
SWP
105
Summit Wealth Partners
Florida
$662K +$3.27K +146 +0.5%
MFG
106
Mendota Financial Group
Wisconsin
$656K +$238K +10,623 +58%
CPRC
107
Consolidated Portfolio Review Corp
New York
$654K +$38.6K +1,722 +6%
AWM
108
AllSquare Wealth Management
New York
$631K +$3.03K +135 +0.5%
GHA
109
Granite Harbor Advisors
Texas
$592K +$33.1K +1,477 +6%
HCM
110
Howland Capital Management
Massachusetts
$579K +$68.4K +3,050 +14%
Jane Street
111
Jane Street
New York
$535K -$343K -15,277 -39%
FW
112
FullCircle Wealth
Texas
$529K
CFGA
113
Cambridge Financial Group (Arizona)
Arizona
$524K +$18.2K +813 +4%
CCM
114
Crew Capital Management
Ohio
$518K +$513K +22,890 New
BEI
115
Benjamin Edwards Inc
Missouri
$510K +$462K +20,593 +1,051%
BC
116
Barrett & Company
Rhode Island
$494K +$83.3K +3,713 +21%
KOC
117
Koss-Olinger Consulting
Florida
$493K +$10.2K +455 +2%
SW
118
Simplicity Wealth
New Jersey
$488K -$139K -6,217 -22%
CCB
119
Country Club Bank
Missouri
$479K
SAMC
120
Spectrum Asset Management (California)
California
$468K -$10.5K -468 -2%
SPWM
121
Straight Path Wealth Management
Michigan
$467K -$25.3K -1,129 -5%
SF
122
Safeguard Financial
Wisconsin
$459K +$20.8K +927 +5%
PAG
123
Private Advisor Group
New Jersey
$419K +$105K +4,688 +34%
PB
124
Pinnacle Bancorp
Nebraska
$402K +$175K +7,814 +79%
DSC
125
Duncker Streett & Co
Missouri
$402K