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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.

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.37%
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 Market Value Shares Shares
Change
Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$31.2M 1,429,156 -7,108 -0.5%
Wells Fargo
2
Wells Fargo
California
$17.3M 792,800 -1,190,737 -60%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$13.4M 614,800 +20,924 +4%
FCA
4
FinTrust Capital Advisors
South Carolina
$12M 551,219 +101,197 +22%
SWP
5
Stratos Wealth Partners
Ohio
$10.1M 464,418 +26,794 +6%
NA
6
NewEdge Advisors
Louisiana
$8.85M 404,932 +95,020 +31%
MCM
7
MV Capital Management
Maryland
$7.86M 359,896 +345,746 +2,443%
Bank of America
8
Bank of America
North Carolina
$7.81M 357,269 -14,129 -4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.28M 287,352 +195,452 +213%
GBWM
10
Granite Bay Wealth Management
New Hampshire
$5.54M 252,000 +252,000 New
SCA
11
Snowden Capital Advisors
New York
$5.12M 234,225 +39,696 +20%
UBS Group
12
UBS Group
Switzerland
$4.85M 222,124 +9,561 +4%
Stifel Financial
13
Stifel Financial
Missouri
$3.31M 151,594 +13,569 +10%
Morgan Stanley
14
Morgan Stanley
New York
$2.87M 131,575 -4,192 -3%
LPL Financial
15
LPL Financial
California
$2.76M 126,531 +11,300 +10%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.56M 117,035 +117,035 New
4WM
17
4J Wealth Management
Virginia
$2.5M 114,199 -5,502 -5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.37M 108,489 +27,285 +34%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.29M 104,721 +75,160 +254%
Lido Advisors
20
Lido Advisors
California
$2.26M 103,296 +77,827 +306%
KWA
21
KCS Wealth Advisory
California
$2.18M 99,685 -11,022 -10%
SWM
22
Stockman Wealth Management
Montana
$2.04M 93,187 +21,968 +31%
PAS
23
Park Avenue Securities
New York
$1.86M 85,070 -4,184 -5%
DP
24
Denver PWM
Colorado
$1.78M 82,178 +6,577 +9%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.32M 60,244 -44,755 -43%