IBTH icon

iShares iBonds Dec 2027 Term Treasury ETF

191 hedge funds and large institutions have $714M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 102 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+22
Holders Change %
+13.02%
% 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
102
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
151
Modera Wealth Management
New Jersey
$250K +$250K +11,042 New
TWM
152
Trinity Wealth Management
Pennsylvania
$250K
BWM
153
BCS Wealth Management
Tennessee
$228K
HWM
154
Horizons Wealth Management
North Carolina
$226K +$11.5K +510 +5%
KWM
155
KFG Wealth Management
Indiana
$225K +$225K +9,956 New
HBT
156
Hills Bank & Trust
Iowa
$206K
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$204K -$3.92K -173 -2%
TC
158
Trust Company
Kansas
$198K +$193K +8,539 +3,778%
CAM
159
Costello Asset Management
Pennsylvania
$150K +$150K +6,622 New
SWC
160
Spectrum Wealth Counsel
Indiana
$117K
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$104K
CTWM
162
Cherry Tree Wealth Management
Minnesota
$99.9K +$10.4K +458 +12%
PTC
163
Private Trust Company
Ohio
$76.2K
BWL
164
Bogart Wealth LLC
Virginia
$74.7K +$45 +2 +0.1%
OPTFSNA
165
Old Point Trust & Financial Services N A
Virginia
$67.5K +$67.5K +2,980 New
Comerica Bank
166
Comerica Bank
Texas
$67.3K
PA
167
Parallel Advisors
California
$61.5K +$61.5K +2,716 New
FFA
168
Farther Finance Advisors
California
$50K -$7.4K -327 -13%
CAL
169
Capital Analysts LLC
Pennsylvania
$47K
TCM
170
TD Capital Management
Tennessee
$45.6K +$453 +20 +1%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$36.6K +$363 +16 +1%
S
172
SignatureFD
Georgia
$33.7K
RF
173
Robbins Farley
New Hampshire
$32.7K
NIC
174
Northwest Investment Counselors
Oregon
$31.5K +$31.5K +1,391 New
HWM
175
Hemington Wealth Management
Virginia
$27K +$27K +1,249 New