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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
RF
201
Robbins Farley
New Hampshire
$32.1K
HWM
202
Hemington Wealth Management
Virginia
$27K
EB
203
Eastern Bank
Massachusetts
$25.5K -$45 -2 -0.2%
HI
204
Harbour Investments
Wisconsin
$25K +$25.1K +1,125 New
BL
205
Balentine LLC
Georgia
$24.9K
BTD
206
BankPlus Trust Department
Mississippi
$23.5K +$23.6K +1,057 New
AGWCA
207
Annis Gardner Whiting Capital Advisors
Florida
$19.1K
LWANC
208
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.9K
US Bancorp
209
US Bancorp
Minnesota
$17.8K +$6.69K +300 +60%
FPB
210
First PREMIER Bank
South Dakota
$17K +$1.85K +83 +12%
SAM
211
Synergy Asset Management
Washington
$16.7K +$16.4K +738 New
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$15.5K
OC
213
Oakworth Capital
Alabama
$15.5K
AWM
214
AE Wealth Management
Kansas
$14.5K +$14.6K +655 New
HWA
215
HHM Wealth Advisors
Tennessee
$13.3K
FFA
216
Farther Finance Advisors
California
$12.7K -$36.6K -1,640 -74%
BTI
217
Blue Trust Inc
Georgia
$12.3K +$1.72K +77 +16%
CFD
218
Creative Financial Designs
Indiana
$10.8K
SC
219
Stephens Consulting
Michigan
$7.41K
LCM
220
Logan Capital Management
Pennsylvania
$6.21K
JP Morgan Chase
221
JP Morgan Chase
New York
$4.44K +$4.46K +200 New
ACA
222
Aptus Capital Advisors
Alabama
$3.13K
TWC
223
TD Waterhouse Canada
Ontario, Canada
$2.67K +$2.67K +120 New
NRG
224
Nemes Rush Group
Michigan
$1.33K +$223 +10 +20%
APW
225
Aventura Private Wealth
Florida
$111 +$111 +5 New