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iShares iBonds Dec 2027 Term Treasury ETF

67 hedge funds and large institutions have $163M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
67
Holders Change
+17
Holders Change %
+34%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
32
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$41.6M 1,836,492 +122,431 +7%
CIM
2
Confluence Investment Management
Missouri
$32.6M 1,437,738 +37,961 +3%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.5M 595,771 +201,225 +51%
FCA
4
FinTrust Capital Advisors
South Carolina
$10M 450,022
SWP
5
Stratos Wealth Partners
Ohio
$9.26M 408,845 +408,845 New
Bank of America
6
Bank of America
North Carolina
$8.69M 383,424 +127,338 +50%
NA
7
NewEdge Advisors
Louisiana
$6.81M 300,544 +75,605 +34%
UBS Group
8
UBS Group
Switzerland
$4M 176,501 +119,905 +212%
Stifel Financial
9
Stifel Financial
Missouri
$3.3M 145,461 +6,725 +5%
RHP
10
Royal Harbor Partners
Texas
$3.11M 137,398 +29,930 +28%
4WM
11
4J Wealth Management
Virginia
$2.41M 106,479 +106,479 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.12M 93,594 +64,711 +224%
Morgan Stanley
13
Morgan Stanley
New York
$1.98M 87,521 +17,619 +25%
FTUS
14
Flow Traders U.S.
New York
$1.87M 82,616 -29,036 -26%
PAS
15
Park Avenue Securities
New York
$1.73M 76,516 +12,141 +19%
Jane Street
16
Jane Street
New York
$1.72M 75,934 -322,266 -81%
DP
17
Denver PWM
Colorado
$1.54M 67,940 +47,698 +236%
KWA
18
KCS Wealth Advisory
California
$1.54M 67,994 +67,994 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.49M 65,692 +64,447 +5,176%
AWG
20
Altus Wealth Group
Colorado
$1.26M 55,418 +55,418 New
LPL Financial
21
LPL Financial
California
$978K 43,153 +43,153 New
DADC
22
D.A. Davidson & Co
Montana
$974K 42,971 +6,527 +18%
OCAM
23
Onex Canada Asset Management
Ontario, Canada
$946K 41,742
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$836K 36,906 +36,906 New
Citadel Advisors
25
Citadel Advisors
Florida
$697K 30,761 +30,761 New