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iShares iBonds Dec 2027 Term Treasury ETF

86 hedge funds and large institutions have $182M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 12

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

13% more funds holding

Funds holding: 7686 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $183M → $182M (-$1.36M)

9.49% less ownership

Funds ownership: 76.68%67.2% (-9.5%)

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
46
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$31.2M -$156K -7,108 -0.5%
Wells Fargo
2
Wells Fargo
California
$17.3M -$26.2M -1,190,737 -60%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.4M +$460K +20,924 +4%
FCA
4
FinTrust Capital Advisors
South Carolina
$12M +$2.23M +101,197 +22%
SWP
5
Stratos Wealth Partners
Ohio
$10.1M +$589K +26,794 +6%
NA
6
NewEdge Advisors
Louisiana
$8.85M +$2.09M +95,020 +31%
MCM
7
MV Capital Management
Maryland
$7.86M +$7.61M +345,746 +2,443%
Bank of America
8
Bank of America
North Carolina
$7.81M -$311K -14,129 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.28M +$4.3M +195,452 +213%
GBWM
10
Granite Bay Wealth Management
New Hampshire
$5.54M +$5.54M +252,000 New
SCA
11
Snowden Capital Advisors
New York
$5.12M +$873K +39,696 +20%
UBS Group
12
UBS Group
Switzerland
$4.85M +$210K +9,561 +4%
Stifel Financial
13
Stifel Financial
Missouri
$3.31M +$299K +13,569 +10%
Morgan Stanley
14
Morgan Stanley
New York
$2.87M -$92.2K -4,192 -3%
LPL Financial
15
LPL Financial
California
$2.76M +$249K +11,300 +10%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.56M +$2.57M +117,035 New
4WM
17
4J Wealth Management
Virginia
$2.5M -$121K -5,502 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.37M +$600K +27,285 +34%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.29M +$1.65M +75,160 +254%
Lido Advisors
20
Lido Advisors
California
$2.26M +$1.71M +77,827 +306%
KWA
21
KCS Wealth Advisory
California
$2.18M -$242K -11,022 -10%
SWM
22
Stockman Wealth Management
Montana
$2.04M +$483K +21,968 +31%
PAS
23
Park Avenue Securities
New York
$1.86M -$92K -4,184 -5%
DP
24
Denver PWM
Colorado
$1.78M +$145K +6,577 +9%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.32M -$985K -44,755 -43%