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iShares iBonds Dec 2027 Term Treasury ETF

226 hedge funds and large institutions have $962M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 124 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 9

359% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 27

35% more capital invested

Capital invested by funds: $715M → $962M (+$247M)

18% more funds holding

Funds holding: 192226 (+34)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6.81% more ownership

Funds ownership: 69.91%76.72% (+6.8%)

Holders
226
Holders Change
+34
Holders Change %
+17.71%
% of All Funds
2.98%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
48
Increased
124
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
176
Trust Company
Kansas
$250K +$55.9K +2,509 +29%
KWM
177
KFG Wealth Management
Indiana
$237K +$16.3K +731 +7%
MFG
178
Mendota Financial Group
Wisconsin
$230K -$415K -18,627 -64%
BWM
179
BCS Wealth Management
Tennessee
$223K
HBT
180
Hills Bank & Trust
Iowa
$220K +$17.5K +784 +9%
BFG
181
Berger Financial Group
Minnesota
$210K +$211K +9,466 New
National Bank of Canada
182
National Bank of Canada
Quebec, Canada
$208K +$8.34K +374 +4%
IAIM
183
International Assets Investment Management
Florida
$203K +$204K +9,145 New
OPTFSNA
184
Old Point Trust & Financial Services N A
Virginia
$162K +$96.3K +4,320 +145%
KIM
185
Kestra Investment Management
Texas
$157K +$158K +7,090 New
SWC
186
Spectrum Wealth Counsel
Indiana
$114K -$1.16K -52 -1%
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$102K
PWA
188
Physician Wealth Advisors
Utah
$101K +$101K +4,542 New
CTWM
189
Cherry Tree Wealth Management
Minnesota
$98.3K +$312 +14 +0.3%
WMS
190
Wealth Management Strategies
Pennsylvania
$77.9K +$7.83M +351,174 New
PTC
191
Private Trust Company
Ohio
$74.7K
BWL
192
Bogart Wealth LLC
Virginia
$73.3K +$67 +3 +0.1%
Comerica Bank
193
Comerica Bank
Texas
$64.4K -$1.63K -73 -2%
PA
194
PSI Advisors
Florida
$60.8K +$61.1K +2,740 New
KBFS
195
Kohmann Bosshard Financial Services
Ohio
$47.1K +$47.3K +2,121 New
CAL
196
Capital Analysts LLC
Pennsylvania
$46K
TCM
197
TD Capital Management
Tennessee
$45.3K +$624 +28 +1%
BOJHT
198
Bank of Jackson Hole Trust
Wyoming
$42K +$42.2K +1,894 New
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$36.3K +$490 +22 +1%
PA
200
Parallel Advisors
California
$36.2K -$24.2K -1,084 -40%