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iShares iBonds Dec 2027 Term Treasury ETF

50 hedge funds and large institutions have $141M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
50
Holders Change
+28
Holders Change %
+127.27%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
31
Increased
10
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$38.1M 1,714,061 +1,572,542 +1,111%
CIM
2
Confluence Investment Management
Missouri
$31.1M 1,399,777 +1,399,777 New
Goldman Sachs
3
Goldman Sachs
New York
$11.6M 520,000 +520,000 New
FCA
4
FinTrust Capital Advisors
South Carolina
$10M 450,022 +450,022 New
Jane Street
5
Jane Street
New York
$8.86M 398,200 +287,147 +259%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$8.78M 394,546 +364,885 +1,230%
Bank of America
7
Bank of America
North Carolina
$5.7M 256,086 -383,000 -60%
KF
8
Krilogy Financial
Missouri
$4.33M 194,633 +194,633 New
Stifel Financial
9
Stifel Financial
Missouri
$3.09M 138,736 +83,500 +151%
FTUS
10
Flow Traders U.S.
New York
$2.48M 111,652 +111,652 New
RHP
11
Royal Harbor Partners
Texas
$2.39M 107,468 +8,546 +9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.9M 85,512 +19,355 +29%
Morgan Stanley
13
Morgan Stanley
New York
$1.55M 69,902 +65,594 +1,523%
PAS
14
Park Avenue Securities
New York
$1.43M 64,375 +8,960 +16%
UBS Group
15
UBS Group
Switzerland
$1.26M 56,596 +56,596 New
PPW
16
Parcion Private Wealth
Washington
$1.03M 46,158 +46,158 New
OCAM
17
Onex Canada Asset Management
Ontario, Canada
$929K 41,742 +41,742 New
DADC
18
D.A. Davidson & Co
Montana
$811K 36,444 +36,444 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$643K 28,883 +28,883 New
SBL
20
Sargent Bickham Lagudis
Colorado
$616K 27,706 -786,295 -97%
RCA
21
Resonant Capital Advisors
Wisconsin
$488K 21,936 +2,533 +13%
DP
22
Denver PWM
Colorado
$450K 20,242 +20,242 New
IWC
23
Integrated Wealth Concepts
Massachusetts
$438K 19,684 +19,684 New
Osaic Holdings
24
Osaic Holdings
Arizona
$320K 14,435 +13,562 +1,553%
KAS
25
Kestra Advisory Services
Texas
$291K 13,080 +13,080 New