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iShares iBonds Dec 2027 Term Treasury ETF

157 hedge funds and large institutions have $565M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+25
Holders Change %
+18.94%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
32
Increased
76
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PB
126
Pinnacle Bancorp
Nebraska
$220K +$220K +9,946 New
APP
127
Avantax Planning Partners
Iowa
$216K +$216K +9,733 New
SWP
128
Summit Wealth Partners
Florida
$214K
HPC
129
HM Payson & Co
Maine
$202K +$70.2K +3,166 +53%
HBT
130
Hills Bank & Trust
Iowa
$175K +$32.9K +1,483 +23%
GI
131
Gradient Investments
Minnesota
$127K +$29.9K +1,350 +31%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$102K +$102K +4,588 New
PTC
133
Private Trust Company
Ohio
$74.6K
BWL
134
Bogart Wealth LLC
Virginia
$73K -$1.64K -74 -2%
SWC
135
Spectrum Wealth Counsel
Indiana
$66.8K +$332 +15 +0.5%
HWM
136
Horizons Wealth Management
North Carolina
$57.3K
CTWM
137
Cherry Tree Wealth Management
Minnesota
$50.4K
CAL
138
Capital Analysts LLC
Pennsylvania
$46K
BEI
139
Benjamin Edwards Inc
Missouri
$44K +$19.2K +865 +77%
TCM
140
TD Capital Management
Tennessee
$43.7K +$288 +13 +0.7%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$35.1K +$35.1K +1,583 New
S
142
SignatureFD
Georgia
$33K
RF
143
Robbins Farley
New Hampshire
$32K
GBT
144
Grove Bank & Trust
Florida
$28.8K
BL
145
Balentine LLC
Georgia
$24.9K +$24.9K +1,124 New
AGWCA
146
Annis Gardner Whiting Capital Advisors
Florida
$19.1K
LWANC
147
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.8K -$24.4K -1,100 -56%
OC
148
Oakworth Capital
Alabama
$15.5K
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$15.4K +$15.4K +700 New
FPB
150
First PREMIER Bank
South Dakota
$15K +$2.09K +97 +16%