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iShares iBonds Dec 2027 Term Treasury ETF

76 hedge funds and large institutions have $183M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+9
Holders Change %
+13.43%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
39
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$43.9M 1,983,537 +147,045 +8%
CIM
2
Confluence Investment Management
Missouri
$31.8M 1,436,264 -1,474 -0.1%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.2M 593,876 -1,895 -0.3%
FCA
4
FinTrust Capital Advisors
South Carolina
$10M 450,022
SWP
5
Stratos Wealth Partners
Ohio
$9.69M 437,624 +28,779 +7%
Bank of America
6
Bank of America
North Carolina
$8.23M 371,398 -12,026 -3%
NA
7
NewEdge Advisors
Louisiana
$6.86M 309,912 +9,368 +3%
UBS Group
8
UBS Group
Switzerland
$4.71M 212,563 +36,062 +20%
SCA
9
Snowden Capital Advisors
New York
$4.31M 194,529 +194,529 New
RHP
10
Royal Harbor Partners
Texas
$3.51M 158,674 +21,276 +15%
Jane Street
11
Jane Street
New York
$3.39M 152,848 +76,914 +101%
Stifel Financial
12
Stifel Financial
Missouri
$3.06M 138,025 -7,436 -5%
Morgan Stanley
13
Morgan Stanley
New York
$3.01M 135,767 +48,246 +55%
4WM
14
4J Wealth Management
Virginia
$2.65M 119,701 +13,222 +12%
LPL Financial
15
LPL Financial
California
$2.55M 115,231 +72,078 +167%
KWA
16
KCS Wealth Advisory
California
$2.45M 110,707 +42,713 +63%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.33M 104,999 +11,405 +12%
CAN
18
Cetera Advisor Networks
California
$2.18M 98,261 +77,947 +384%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.04M 91,900 +2,465 +3%
PAS
20
Park Avenue Securities
New York
$1.98M 89,254 +12,738 +17%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.8M 81,204 +15,512 +24%
DP
22
Denver PWM
Colorado
$1.66M 75,601 +7,661 +11%
SWM
23
Stockman Wealth Management
Montana
$1.58M 71,219 +41,011 +136%
AWG
24
Altus Wealth Group
Colorado
$1.28M 57,954 +2,536 +5%
IWC
25
Integrated Wealth Concepts
Massachusetts
$1.06M 47,817 +21,356 +81%