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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
AGP
126
Autumn Glory Partners
Texas
$286K +$3.01K +137 +1%
KAS
127
KPP Advisory Services
Kentucky
$283K
GRP
128
Global Retirement Partners
California
$280K +$2.17K +99 +0.8%
CIAS
129
CFS Investment Advisory Services
New Jersey
$270K
PS
130
Principal Securities
Iowa
$266K
MWM
131
Mascoma Wealth Management
New Hampshire
$254K +$10K +456 +4%
HFA
132
Highland Financial Advisors
New Jersey
$250K
TWM
133
Trinity Wealth Management
Pennsylvania
$244K +$5.23K +238 +2%
HPC
134
HM Payson & Co
Maine
$241K +$39.9K +1,815 +20%
KPWS
135
Kestra Private Wealth Services
Texas
$237K -$97.2K -4,425 -29%
PCA
136
Prosperity Capital Advisors
Ohio
$232K +$231K +10,504 New
BWM
137
BCS Wealth Management
Tennessee
$222K
PB
138
Pinnacle Bancorp
Nebraska
$220K
HWM
139
Horizons Wealth Management
North Carolina
$210K +$152K +6,908 +270%
National Bank of Canada
140
National Bank of Canada
Quebec, Canada
$202K +$202K +9,187 New
HBT
141
Hills Bank & Trust
Iowa
$201K +$26.3K +1,198 +15%
IAIM
142
International Assets Investment Management
Florida
$163K +$162K +7,375 New
GI
143
Gradient Investments
Minnesota
$121K -$5.16K -235 -4%
SWC
144
Spectrum Wealth Counsel
Indiana
$115K +$47.7K +2,173 +72%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$101K
CTWM
146
Cherry Tree Wealth Management
Minnesota
$87.3K +$36.9K +1,681 +74%
PTC
147
Private Trust Company
Ohio
$74.3K
BWL
148
Bogart Wealth LLC
Virginia
$72.8K +$66 +3 +0.1%
Comerica Bank
149
Comerica Bank
Texas
$65.7K +$54.4K +2,474 +495%
FFA
150
Farther Finance Advisors
California
$55.7K -$725K -32,979 -93%