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iShares iBonds Dec 2027 Term Treasury ETF

170 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 20 funds opening new positions, 95 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

280% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 25

11% more capital invested

Capital invested by funds: $565M → $628M (+$63.4M)

8% more funds holding

Funds holding: 157170 (+13)

1.72% less ownership

Funds ownership: 73.7%71.97% (-1.7%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
170
Holders Change
+13
Holders Change %
+8.28%
% 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
20
Increased
95
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
151
Capital Analysts LLC
Pennsylvania
$45K
TCM
152
TD Capital Management
Tennessee
$44K +$439 +20 +1%
BEI
153
Benjamin Edwards Inc
Missouri
$43K -$505 -23 -1%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$35.3K +$352 +16 +1%
S
155
SignatureFD
Georgia
$32.9K
RF
156
Robbins Farley
New Hampshire
$31.9K
BL
157
Balentine LLC
Georgia
$24.8K
AGWCA
158
Annis Gardner Whiting Capital Advisors
Florida
$19K
LWANC
159
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.8K
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$15.5K
OC
161
Oakworth Capital
Alabama
$15.4K
FPB
162
First PREMIER Bank
South Dakota
$15K
HWA
163
HHM Wealth Advisors
Tennessee
$13.3K
US Bancorp
164
US Bancorp
Minnesota
$11K
SC
165
Stephens Consulting
Michigan
$7.37K
TC
166
Trust Company
Kansas
$4.98K
ACA
167
Aptus Capital Advisors
Alabama
$3.11K
JP Morgan Chase
168
JP Morgan Chase
New York
$2.85K +$2.83K +129 New
LWA
169
Lowe Wealth Advisors
Maryland
$2.23K +$2.22K +101 New
NRG
170
Nemes Rush Group
Michigan
$1.3K +$198 +9 +18%
Citadel Advisors
171
Citadel Advisors
Florida
-$1.62M -73,053 Closed
LNC
172
Lincoln National Corp
Pennsylvania
-$663K -29,899 Closed
PI
173
PFG Investments
New York
-$512K -23,109 Closed
APP
174
Avantax Planning Partners
Iowa
-$216K -9,733 Closed
GBT
175
Grove Bank & Trust
Florida
-$28.8K -1,300 Closed