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iShares iBonds Dec 2027 Term Treasury ETF

170 hedge funds and large institutions have $628M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 95 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

280% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 25

11% more capital invested

Capital invested by funds: $565M → $628M (+$63.4M)

8% more funds holding

Funds holding: 157170 (+13)

1.72% less ownership

Funds ownership: 73.7%71.97% (-1.7%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
170
Holders Change
+13
Holders Change %
+8.28%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
95
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GLOBALT Investments
Georgia
$70.3M -$1.04M -47,348 -1%
Morgan Stanley
2
Morgan Stanley
New York
$69.8M +$1.7M +77,444 +3%
Bank of America
3
Bank of America
North Carolina
$32.1M +$3.11M +141,453 +11%
CIM
4
Confluence Investment Management
Missouri
$30.6M -$46.7K -2,125 -0.2%
NA
5
NewEdge Advisors
Louisiana
$28.7M -$1.28M -58,092 -4%
Wells Fargo
6
Wells Fargo
California
$24.1M +$792K +36,029 +3%
SWP
7
Stratos Wealth Partners
Ohio
$17.1M +$1.1M +50,256 +7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$16.1M +$413K +18,800 +3%
JAG
9
Journey Advisory Group
Kentucky
$14.8M +$668K +30,421 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$13.3M +$3.44M +156,629 +35%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$13.2M +$486K +22,128 +4%
DP
12
Denver PWM
Colorado
$12.1M +$12M +547,048 New
CIA
13
Capital Investment Advisors
Georgia
$12M +$1.27M +57,794 +12%
TWM
14
TMD Wealth Management
Arizona
$11.9M +$696K +31,673 +6%
IWC
15
Integrated Wealth Concepts
Massachusetts
$11.2M +$2.39M +108,737 +27%
UBS Group
16
UBS Group
Switzerland
$11.1M -$2.02M -92,060 -15%
FCA
17
FinTrust Capital Advisors
South Carolina
$11M -$1.24M -56,430 -10%
MCM
18
MV Capital Management
Maryland
$10.9M +$104K +4,752 +1%
CCG
19
Chatham Capital Group
Georgia
$10.1M +$6.22M +283,228 +163%
SPIA
20
Steward Partners Investment Advisory
New York
$9.08M +$630K +28,661 +7%
LPT
21
Legacy Private Trust
Wisconsin
$8.7M +$1.82M +83,007 +27%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$8.51M +$2.88M +131,095 +52%
MA
23
MKT Advisors
California
$7.46M +$1.66M +75,660 +29%
FA
24
Fagan Associates
New York
$6.72M +$2.43M +110,525 +57%
Financial Engines Advisors
25
Financial Engines Advisors
California
$6.48M -$885K -40,260 -12%