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iShares iBonds Dec 2027 Term Treasury ETF

226 hedge funds and large institutions have $962M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 124 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 9

359% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 27

35% more capital invested

Capital invested by funds: $715M → $962M (+$247M)

18% more funds holding

Funds holding: 192226 (+34)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6.81% more ownership

Funds ownership: 69.91%76.72% (+6.8%)

Holders
226
Holders Change
+34
Holders Change %
+17.71%
% of All Funds
2.98%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
48
Increased
124
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
126
Safeguard Financial
Wisconsin
$574K +$125K +5,590 +28%
EH
127
Equitable Holdings
New York
$565K +$245K +11,008 +76%
SRC
128
Shufro Rose & Co
New York
$554K -$360K -16,145 -39%
Goldman Sachs
129
Goldman Sachs
New York
$552K +$554K +24,851 New
KOMWMG
130
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$551K +$553K +24,821 New
MWM
131
Modera Wealth Management
New Jersey
$546K +$302K +13,534 +123%
PAG
132
Private Advisor Group
New Jersey
$533K +$123K +5,518 +30%
BEI
133
Benjamin Edwards Inc
Missouri
$518K +$17.4K +782 +3%
CFGA
134
Cambridge Financial Group (Arizona)
Arizona
$514K
SPWM
135
Straight Path Wealth Management
Michigan
$509K +$51.2K +2,299 +11%
Kovitz Investment Group Partners
136
Kovitz Investment Group Partners
Illinois
$505K -$535K -24,008 -51%
KOC
137
Koss-Olinger Consulting
Florida
$498K +$14.8K +662 +3%
BSTWA
138
Blake Schutter Theil Wealth Advisors
Ohio
$483K +$485K +21,771 New
Cerity Partners
139
Cerity Partners
New York
$465K -$202K -9,068 -30%
SAMC
140
Spectrum Asset Management (California)
California
$460K +$936 +42 +0.2%
CCB
141
Country Club Bank
Missouri
$450K -$19.3K -865 -4%
SWMG
142
Signature Wealth Management Group
Georgia
$427K +$62.7K +2,814 +17%
PB
143
Pinnacle Bancorp
Nebraska
$424K +$30.1K +1,350 +8%
FAC
144
Financial Advisory Corporation
Michigan
$413K +$415K +18,622 New
RWM
145
Riverchase Wealth Management
Texas
$409K +$410K +18,405 New
SFGP
146
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$407K +$409K +18,338 New
HBT
147
Heartland Bank & Trust
Illinois
$392K +$130K +5,813 +49%
CBT
148
Crews Bank & Trust
Florida
$391K +$393K +17,625 New
BPA
149
Beacon Pointe Advisors
California
$380K +$50.3K +2,256 +15%
WT
150
Washington Trust
Rhode Island
$368K