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iShares iBonds Dec 2027 Term Treasury ETF

192 hedge funds and large institutions have $715M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 103 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 3

268% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 28

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

14% more capital invested

Capital invested by funds: $628M → $715M (+$86.3M)

13% more funds holding

Funds holding: 170192 (+22)

2.07% less ownership

Funds ownership: 71.97%69.91% (-2.1%)

Holders
192
Holders Change
+22
Holders Change %
+12.94%
% 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
103
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YWM
126
Yoder Wealth Management
California
$401K
WT
127
Washington Trust
Rhode Island
$376K -$31.1K -1,386 -8%
CCM
128
Coldstream Capital Management
Washington
$374K +$3.25K +145 +0.9%
SWMG
129
Signature Wealth Management Group
Georgia
$372K -$1.34K -60 -0.4%
MML Investors Services
130
MML Investors Services
Massachusetts
$356K +$352K +15,720 New
AC
131
Apella Capital
Connecticut
$355K +$2.35K +105 +0.7%
BPA
132
Beacon Pointe Advisors
California
$336K +$28.4K +1,268 +9%
EH
133
Equitable Holdings
New York
$327K +$15.6K +697 +5%
RCA
134
Resonant Capital Advisors
Wisconsin
$323K -$29.4K -1,313 -8%
CIAS
135
CFS Investment Advisory Services
New Jersey
$317K +$40K +1,782 +15%
FWM
136
Focused Wealth Management
New York
$314K +$311K +13,891 New
EP
137
Essential Planning
New Hampshire
$300K +$2.98K +133 +1%
PS
138
Principal Securities
Iowa
$298K +$24.7K +1,103 +9%
CSPAM
139
Cary Street Partners Asset Management
Virginia
$295K +$292K +13,029 New
AGP
140
Autumn Glory Partners
Texas
$293K
KAS
141
KPP Advisory Services
Kentucky
$290K
GRP
142
Global Retirement Partners
California
$290K +$2.2K +98 +0.8%
GS
143
GTS Securities
New York
$288K +$285K +12,720 New
PCA
144
Prosperity Capital Advisors
Ohio
$272K +$34.1K +1,521 +14%
JCM
145
Jacobi Capital Management
Pennsylvania
$270K +$268K +11,948 New
KPWS
146
Kestra Private Wealth Services
Texas
$270K +$26.8K +1,196 +11%
HBT
147
Heartland Bank & Trust
Illinois
$268K +$266K +11,842 New
HC
148
Hara Capital
Washington
$263K -$228K -10,180 -47%
MWM
149
Mascoma Wealth Management
New Hampshire
$260K
MCM
150
Mattern Capital Management
Colorado
$259K +$257K +11,461 New