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iShares iBonds Dec 2027 Term Treasury ETF

191 hedge funds and large institutions have $714M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 102 increasing their positions, 28 reducing their positions, and 3 closing their positions.

Holders
191
Holders Change
+22
Holders Change %
+13.02%
% 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
102
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WT
126
Washington Trust
Rhode Island
$376K -$31.4K -1,386 -8%
CCM
127
Coldstream Capital Management
Washington
$374K +$3.28K +145 +0.9%
SWMG
128
Signature Wealth Management Group
Georgia
$372K -$1.36K -60 -0.4%
MML Investors Services
129
MML Investors Services
Massachusetts
$356K +$356K +15,720 New
AC
130
Apella Capital
Connecticut
$355K +$2.37K +105 +0.7%
BPA
131
Beacon Pointe Advisors
California
$336K +$28.7K +1,268 +9%
EH
132
Equitable Holdings
New York
$327K +$15.8K +697 +5%
RCA
133
Resonant Capital Advisors
Wisconsin
$323K -$29.7K -1,313 -8%
CIAS
134
CFS Investment Advisory Services
New Jersey
$317K +$40.3K +1,782 +15%
FWM
135
Focused Wealth Management
New York
$314K +$314K +13,891 New
EP
136
Essential Planning
New Hampshire
$300K +$3.01K +133 +1%
PS
137
Principal Securities
Iowa
$298K +$25K +1,103 +9%
CSPAM
138
Cary Street Partners Asset Management
Virginia
$295K +$295K +13,029 New
AGP
139
Autumn Glory Partners
Texas
$293K
KAS
140
KPP Advisory Services
Kentucky
$290K
GRP
141
Global Retirement Partners
California
$290K +$2.22K +98 +0.8%
GS
142
GTS Securities
New York
$288K +$288K +12,720 New
PCA
143
Prosperity Capital Advisors
Ohio
$272K +$34.4K +1,521 +14%
JCM
144
Jacobi Capital Management
Pennsylvania
$270K +$270K +11,948 New
KPWS
145
Kestra Private Wealth Services
Texas
$270K +$27.1K +1,196 +11%
HBT
146
Heartland Bank & Trust
Illinois
$268K +$268K +11,842 New
HC
147
Hara Capital
Washington
$263K -$230K -10,180 -47%
MWM
148
Mascoma Wealth Management
New Hampshire
$260K
MCM
149
Mattern Capital Management
Colorado
$259K +$259K +11,461 New
HFA
150
Highland Financial Advisors
New Jersey
$256K