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iShares iBonds Dec 2027 Term Treasury ETF

192 hedge funds and large institutions have $715M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 103 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 3

268% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 28

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

14% more capital invested

Capital invested by funds: $628M → $715M (+$86.3M)

13% more funds holding

Funds holding: 170192 (+22)

2.07% less ownership

Funds ownership: 71.97%69.91% (-2.1%)

Holders
192
Holders Change
+22
Holders Change %
+12.94%
% 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
103
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
151
Highland Financial Advisors
New Jersey
$256K
MWM
152
Modera Wealth Management
New Jersey
$250K +$248K +11,042 New
TWM
153
Trinity Wealth Management
Pennsylvania
$250K
BWM
154
BCS Wealth Management
Tennessee
$228K
HWM
155
Horizons Wealth Management
North Carolina
$226K +$11.4K +510 +5%
KWM
156
KFG Wealth Management
Indiana
$225K +$223K +9,956 New
HBT
157
Hills Bank & Trust
Iowa
$206K
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$204K -$3.88K -173 -2%
TC
159
Trust Company
Kansas
$198K +$191K +8,539 +3,778%
CAM
160
Costello Asset Management
Pennsylvania
$150K +$148K +6,622 New
SWC
161
Spectrum Wealth Counsel
Indiana
$117K
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$104K
CTWM
163
Cherry Tree Wealth Management
Minnesota
$99.9K +$10.3K +458 +12%
PTC
164
Private Trust Company
Ohio
$76.2K
BWL
165
Bogart Wealth LLC
Virginia
$74.7K +$45 +2 +0.1%
OPTFSNA
166
Old Point Trust & Financial Services N A
Virginia
$67.5K +$66.8K +2,980 New
Comerica Bank
167
Comerica Bank
Texas
$67.3K
PA
168
Parallel Advisors
California
$61.5K +$60.9K +2,716 New
FFA
169
Farther Finance Advisors
California
$50K -$7.33K -327 -13%
CAL
170
Capital Analysts LLC
Pennsylvania
$47K
TCM
171
TD Capital Management
Tennessee
$45.6K +$448 +20 +1%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$36.6K +$359 +16 +1%
S
173
SignatureFD
Georgia
$33.7K
RF
174
Robbins Farley
New Hampshire
$32.7K
NIC
175
Northwest Investment Counselors
Oregon
$31.5K +$31.2K +1,391 New