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iShares iBonds Dec 2027 Term Treasury ETF

224 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 47 funds opening new positions, 124 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+33
Holders Change %
+17.28%
% 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
47
Increased
124
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SF
126
Safeguard Financial
Wisconsin
$574K +$124K +5,590 +28%
EH
127
Equitable Holdings
New York
$565K +$244K +11,008 +76%
SRC
128
Shufro Rose & Co
New York
$554K -$358K -16,145 -39%
Goldman Sachs
129
Goldman Sachs
New York
$552K +$552K +24,851 New
KOMWMG
130
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$551K +$551K +24,821 New
MWM
131
Modera Wealth Management
New Jersey
$546K +$300K +13,534 +123%
PAG
132
Private Advisor Group
New Jersey
$533K +$122K +5,518 +30%
BEI
133
Benjamin Edwards Inc
Missouri
$518K +$17.4K +782 +3%
SPWM
134
Straight Path Wealth Management
Michigan
$509K +$51K +2,299 +11%
Kovitz Investment Group Partners
135
Kovitz Investment Group Partners
Illinois
$505K -$533K -24,008 -51%
KOC
136
Koss-Olinger Consulting
Florida
$498K +$14.7K +662 +3%
BSTWA
137
Blake Schutter Theil Wealth Advisors
Ohio
$483K +$483K +21,771 New
Cerity Partners
138
Cerity Partners
New York
$465K -$201K -9,068 -30%
SAMC
139
Spectrum Asset Management (California)
California
$460K +$932 +42 +0.2%
CCB
140
Country Club Bank
Missouri
$450K -$19.2K -865 -4%
SWMG
141
Signature Wealth Management Group
Georgia
$427K +$62.5K +2,814 +17%
PB
142
Pinnacle Bancorp
Nebraska
$424K +$30K +1,350 +8%
FAC
143
Financial Advisory Corporation
Michigan
$413K +$413K +18,622 New
RWM
144
Riverchase Wealth Management
Texas
$409K +$409K +18,405 New
SFG
145
Stonebridge Financial Group
Pennsylvania
$407K +$407K +18,338 New
HBT
146
Heartland Bank & Trust
Illinois
$392K +$129K +5,813 +49%
CBT
147
Crews Bank & Trust
Florida
$391K +$391K +17,625 New
BPA
148
Beacon Pointe Advisors
California
$380K +$50.1K +2,256 +15%
WT
149
Washington Trust
Rhode Island
$368K
FWM
150
Focused Wealth Management
New York
$368K +$59.2K +2,667 +19%