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iShares iBonds Dec 2027 Term Treasury ETF

169 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 19 funds opening new positions, 95 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+12
Holders Change %
+7.64%
% 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
19
Increased
95
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
126
KPP Advisory Services
Kentucky
$283K
GRP
127
Global Retirement Partners
California
$280K +$2.19K +99 +0.8%
CIAS
128
CFS Investment Advisory Services
New Jersey
$270K
PS
129
Principal Securities
Iowa
$266K
MWM
130
Mascoma Wealth Management
New Hampshire
$254K +$10.1K +456 +4%
HFA
131
Highland Financial Advisors
New Jersey
$250K
TWM
132
Trinity Wealth Management
Pennsylvania
$244K +$5.25K +238 +2%
HPC
133
HM Payson & Co
Maine
$241K +$40.1K +1,815 +20%
KPWS
134
Kestra Private Wealth Services
Texas
$237K -$97.7K -4,425 -29%
PCA
135
Prosperity Capital Advisors
Ohio
$232K +$232K +10,504 New
BWM
136
BCS Wealth Management
Tennessee
$222K
PB
137
Pinnacle Bancorp
Nebraska
$220K
HWM
138
Horizons Wealth Management
North Carolina
$210K +$153K +6,908 +270%
National Bank of Canada
139
National Bank of Canada
Quebec, Canada
$202K +$202K +9,187 New
HBT
140
Hills Bank & Trust
Iowa
$201K +$26.4K +1,198 +15%
IAIM
141
International Assets Investment Management
Florida
$163K +$163K +7,375 New
GI
142
Gradient Investments
Minnesota
$121K -$5.19K -235 -4%
SWC
143
Spectrum Wealth Counsel
Indiana
$115K +$48K +2,173 +72%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$101K
CTWM
145
Cherry Tree Wealth Management
Minnesota
$87.3K +$37.1K +1,681 +74%
PTC
146
Private Trust Company
Ohio
$74.3K
BWL
147
Bogart Wealth LLC
Virginia
$72.8K +$66 +3 +0.1%
Comerica Bank
148
Comerica Bank
Texas
$65.7K +$54.6K +2,474 +495%
FFA
149
Farther Finance Advisors
California
$55.7K -$724K -32,979 -93%
CAL
150
Capital Analysts LLC
Pennsylvania
$45K