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iShares iBonds Dec 2027 Term Treasury ETF

132 hedge funds and large institutions have $550M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 53 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
132
Holders Change
+46
Holders Change %
+53.49%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
57
Increased
53
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$135M 6,016,366 +5,884,791 +4,473%
GI
2
GLOBALT Investments
Georgia
$73.7M 3,291,583 +3,291,583 New
CIM
3
Confluence Investment Management
Missouri
$30.5M 1,362,988 -66,168 -5%
NA
4
NewEdge Advisors
Louisiana
$26.8M 1,197,227 +792,295 +196%
Bank of America
5
Bank of America
North Carolina
$22.9M 1,021,459 +664,190 +186%
Wells Fargo
6
Wells Fargo
California
$22M 980,859 +188,059 +24%
SWP
7
Stratos Wealth Partners
Ohio
$15.2M 679,836 +215,418 +46%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$13.9M 620,709 +5,909 +1%
JAG
9
Journey Advisory Group
Kentucky
$13.8M 616,814 +616,814 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$13M 578,694 +291,342 +101%
FCA
11
FinTrust Capital Advisors
South Carolina
$12.6M 563,688 +12,469 +2%
UBS Group
12
UBS Group
Switzerland
$10.7M 477,453 +255,329 +115%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.68M 432,133 +398,532 +1,186%
MCM
14
MV Capital Management
Maryland
$9.67M 431,731 +71,835 +20%
SPIA
15
Steward Partners Investment Advisory
New York
$8M 357,117 +348,877 +4,234%
TWM
16
TMD Wealth Management
Arizona
$7.75M 346,352 +346,352 New
CIA
17
Capital Investment Advisors
Georgia
$6.9M 308,216 +258,920 +525%
Financial Engines Advisors
18
Financial Engines Advisors
California
$6.63M 296,187 +296,187 New
ICG
19
InterOcean Capital Group
Tennessee
$5.36M 239,318 +239,318 New
SCA
20
Snowden Capital Advisors
New York
$5.34M 238,347 +4,122 +2%
LPL Financial
21
LPL Financial
California
$4.73M 211,251 +84,720 +67%
IWC
22
Integrated Wealth Concepts
Massachusetts
$4.43M 198,000 +147,651 +293%
Truist Financial
23
Truist Financial
North Carolina
$4.28M 191,009 +191,009 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$4.26M 190,419 +142,670 +299%
Stifel Financial
25
Stifel Financial
Missouri
$3.72M 166,367 +14,773 +10%