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iShares iBonds Dec 2027 Term Treasury ETF

224 hedge funds and large institutions have $962M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
224
Holders Change
+33
Holders Change %
+17.28%
% of All Funds
2.98%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
47
Increased
124
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
101
Brinker Capital Investments
Pennsylvania
$936K +$936K +42,069 New
4WM
102
4J Wealth Management
Virginia
$934K -$120K -5,419 -11%
APW
103
Atlantic Private Wealth
North Carolina
$924K -$25.8K -1,164 -3%
TCA
104
Transcend Capital Advisors
New Jersey
$889K
LSAG
105
Lake Street Advisors Group
New Hampshire
$871K
HWM
106
Horizons Wealth Management
North Carolina
$870K +$649K +29,236 +293%
ADL
107
Asset Dedication LLC
California
$854K -$1.7M -76,425 -67%
AWM
108
Apollon Wealth Management
South Carolina
$833K -$175K -7,865 -17%
GHA
109
Granite Harbor Advisors
Texas
$825K +$244K +10,994 +42%
CSP
110
Cary Street Partners
Virginia
$806K +$806K +36,318 New
EW
111
Element Wealth
Mississippi
$791K +$35K +1,578 +5%
HC
112
Hara Capital
Washington
$787K +$529K +23,815 +205%
CPRC
113
Consolidated Portfolio Review Corp
New York
$771K +$130K +5,836 +20%
KAS
114
Kestra Advisory Services
Texas
$769K +$86.2K +3,884 +13%
SPC
115
Sigma Planning Corp
Michigan
$762K -$2.49K -112 -0.3%
CSIA
116
Conrad Siegel Investment Advisors
Pennsylvania
$727K +$35.7K +1,609 +5%
AWG
117
Altus Wealth Group
Colorado
$717K -$24.8K -1,117 -3%
BlackRock
118
BlackRock
New York
$699K +$699K +31,485 New
CIBC World Market
119
CIBC World Market
Ontario, Canada
$697K +$697K +31,390 New
CIA
120
Compass Ion Advisors
Pennsylvania
$681K
AWM
121
AllSquare Wealth Management
New York
$680K +$61.6K +2,773 +10%
SWP
122
Summit Wealth Partners
Florida
$649K
MFIM
123
Mesirow Financial Investment Management
Illinois
$647K -$7.57K -341 -1%
BC
124
Barrett & Company
Rhode Island
$644K +$160K +7,200 +33%
DSC
125
Duncker Streett & Co
Missouri
$590K +$196K +8,832 +50%