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iShares iBonds Dec 2027 Term Treasury ETF

157 hedge funds and large institutions have $565M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
157
Holders Change
+25
Holders Change %
+18.94%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
32
Increased
76
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GI
1
GLOBALT Investments
Georgia
$71.6M 3,230,771 -60,812 -2%
Morgan Stanley
2
Morgan Stanley
New York
$68.4M 3,085,418 -2,930,948 -49%
CIM
3
Confluence Investment Management
Missouri
$30.7M 1,386,858 +23,870 +2%
NA
4
NewEdge Advisors
Louisiana
$30.1M 1,356,845 +159,618 +13%
Bank of America
5
Bank of America
North Carolina
$29.1M 1,313,183 +291,724 +29%
Wells Fargo
6
Wells Fargo
California
$23.3M 1,053,511 +72,652 +7%
SWP
7
Stratos Wealth Partners
Ohio
$16M 724,068 +44,232 +7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$15.7M 708,544 +87,835 +14%
JAG
9
Journey Advisory Group
Kentucky
$14.2M 640,936 +24,122 +4%
UBS Group
10
UBS Group
Switzerland
$13.2M 594,231 +116,778 +24%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$12.8M 576,453 -2,241 -0.4%
FCA
12
FinTrust Capital Advisors
South Carolina
$12.2M 552,626 -11,062 -2%
TWM
13
TMD Wealth Management
Arizona
$11.2M 507,475 +161,123 +47%
MCM
14
MV Capital Management
Maryland
$10.8M 488,238 +56,507 +13%
CIA
15
Capital Investment Advisors
Georgia
$10.8M 485,760 +177,544 +58%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$9.9M 446,685 +14,552 +3%
IWC
17
Integrated Wealth Concepts
Massachusetts
$8.86M 399,819 +201,819 +102%
SPIA
18
Steward Partners Investment Advisory
New York
$8.48M 382,818 +25,701 +7%
Financial Engines Advisors
19
Financial Engines Advisors
California
$7.39M 333,582 +37,395 +13%
LPT
20
Legacy Private Trust
Wisconsin
$6.9M 311,281 +311,281 New
ICG
21
InterOcean Capital Group
Tennessee
$6.02M 271,862 +32,544 +14%
MA
22
MKT Advisors
California
$5.72M 261,934 +168,044 +179%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$5.63M 254,260 +63,841 +34%
LPL Financial
24
LPL Financial
California
$5.61M 253,175 +41,924 +20%
SCA
25
Snowden Capital Advisors
New York
$5.56M 251,020 +12,673 +5%