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iShares iBonds Dec 2027 Term Treasury ETF

224 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 47 funds opening new positions, 124 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+33
Holders Change %
+17.28%
% 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
47
Increased
124
Reduced
27
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWM
201
Hemington Wealth Management
Virginia
$27K
EB
202
Eastern Bank
Massachusetts
$25.5K -$44 -2 -0.2%
HI
203
Harbour Investments
Wisconsin
$25K +$25K +1,125 New
BL
204
Balentine LLC
Georgia
$24.9K
BTD
205
BankPlus Trust Department
Mississippi
$23.5K +$23.5K +1,057 New
AGWCA
206
Annis Gardner Whiting Capital Advisors
Florida
$19.1K
LWANC
207
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.9K
US Bancorp
208
US Bancorp
Minnesota
$17.8K +$6.66K +300 +60%
FPB
209
First PREMIER Bank
South Dakota
$17K +$1.81K +83 +12%
SAM
210
Synergy Asset Management
Washington
$16.7K +$16.7K +738 New
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$15.5K
OC
212
Oakworth Capital
Alabama
$15.5K
AWM
213
AE Wealth Management
Kansas
$14.5K +$14.5K +655 New
HWA
214
HHM Wealth Advisors
Tennessee
$13.3K
FFA
215
Farther Finance Advisors
California
$12.7K -$36.4K -1,640 -74%
BTI
216
Blue Trust Inc
Georgia
$12.3K +$1.71K +77 +16%
CFD
217
Creative Financial Designs
Indiana
$10.8K
SC
218
Stephens Consulting
Michigan
$7.41K
LCM
219
Logan Capital Management
Pennsylvania
$6.21K
JPMorgan Chase & Co
220
JPMorgan Chase & Co
New York
$4.44K +$4.44K +200 New
ACA
221
Aptus Capital Advisors
Alabama
$3.13K
TWC
222
TD Waterhouse Canada
Ontario, Canada
$2.67K +$2.67K +120 New
NRG
223
Nemes Rush Group
Michigan
$1.33K +$221 +10 +20%
Fidelity Investments
224
Fidelity Investments
Massachusetts
$44 +$44 +2 New
Citadel Advisors
225
Citadel Advisors
Florida
-$1.33M -58,727 Closed