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iShares iBonds Dec 2027 Term Treasury ETF

169 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 19 funds opening new positions, 95 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+12
Holders Change %
+7.64%
% 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
19
Increased
95
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
151
TD Capital Management
Tennessee
$44K +$442 +20 +1%
BEI
152
Benjamin Edwards Inc
Missouri
$43K -$505 -23 -1%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$35.3K +$354 +16 +1%
S
154
SignatureFD
Georgia
$32.9K
RF
155
Robbins Farley
New Hampshire
$31.9K
BL
156
Balentine LLC
Georgia
$24.8K
AGWCA
157
Annis Gardner Whiting Capital Advisors
Florida
$19K
LWANC
158
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.8K
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$15.5K
OC
160
Oakworth Capital
Alabama
$15.4K
FPB
161
First PREMIER Bank
South Dakota
$15K
HWA
162
HHM Wealth Advisors
Tennessee
$13.3K
US Bancorp
163
US Bancorp
Minnesota
$11K
SC
164
Stephens Consulting
Michigan
$7.37K
TC
165
Trust Company
Kansas
$4.98K
ACA
166
Aptus Capital Advisors
Alabama
$3.11K
JPMorgan Chase & Co
167
JPMorgan Chase & Co
New York
$2.85K +$2.85K +129 New
LWA
168
Lowe Wealth Advisors
Maryland
$2.23K +$2.23K +101 New
NRG
169
Nemes Rush Group
Michigan
$1.3K +$199 +9 +18%
Citadel Advisors
170
Citadel Advisors
Florida
-$1.62M -73,053 Closed
LNC
171
Lincoln National Corp
Pennsylvania
-$663K -29,899 Closed
PI
172
PFG Investments
New York
-$512K -23,109 Closed
APP
173
Avantax Planning Partners
Iowa
-$216K -9,733 Closed
GBT
174
Grove Bank & Trust
Florida
-$28.8K -1,300 Closed