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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
HWM
176
Hemington Wealth Management
Virginia
$27K +$28K +1,249 New
EB
177
Eastern Bank
Massachusetts
$26.1K +$25.8K +1,152 New
BL
178
Balentine LLC
Georgia
$25.4K
AGWCA
179
Annis Gardner Whiting Capital Advisors
Florida
$19.5K
LWANC
180
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.2K
FPB
181
First PREMIER Bank
South Dakota
$16K
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$15.8K
OC
183
Oakworth Capital
Alabama
$15.8K
HWA
184
HHM Wealth Advisors
Tennessee
$13.6K
US Bancorp
185
US Bancorp
Minnesota
$11.3K
CFD
186
Creative Financial Designs
Indiana
$11K +$10.9K +488 New
BTI
187
Blue Trust Inc
Georgia
$10.5K +$10.7K +475 New
SC
188
Stephens Consulting
Michigan
$7.56K
LCM
189
Logan Capital Management
Pennsylvania
$6.32K +$6.26K +279 New
ACA
190
Aptus Capital Advisors
Alabama
$3.19K
LWA
191
Lowe Wealth Advisors
Maryland
$2.29K
NRG
192
Nemes Rush Group
Michigan
$1.11K -$202 -9 -15%
IAIM
193
International Assets Investment Management
Florida
-$163K -7,375 Closed
GI
194
Gradient Investments
Minnesota
-$121K -5,497 Closed
JP Morgan Chase
195
JP Morgan Chase
New York
-$2.85K -129 Closed