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iShares iBonds Dec 2027 Term Treasury ETF

191 hedge funds and large institutions have $714M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 102 increasing their positions, 28 reducing their positions, and 3 closing their positions.

Holders
191
Holders Change
+22
Holders Change %
+13.02%
% of All Funds
2.76%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
27
Increased
102
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$73.1M 3,230,940 +68,078 +2%
GI
2
GLOBALT Investments
Georgia
$69.1M 3,054,786 -128,637 -4%
Bank of America
3
Bank of America
North Carolina
$36.2M 1,600,656 +146,020 +10%
NA
4
NewEdge Advisors
Louisiana
$30.9M 1,366,856 +68,103 +5%
CIM
5
Confluence Investment Management
Missouri
$30.7M 1,355,971 -28,762 -2%
Wells Fargo
6
Wells Fargo
California
$28.2M 1,246,795 +157,255 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$19.6M 867,832 +264,518 +44%
IWC
8
Integrated Wealth Concepts
Massachusetts
$18.4M 811,921 +303,365 +60%
SWP
9
Stratos Wealth Partners
Ohio
$18M 795,109 +20,785 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$17.1M 756,665 +29,321 +4%
JAG
11
Journey Advisory Group
Kentucky
$14.8M 671,357
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$12.9M 568,916 +183,561 +48%
DP
13
Denver PWM
Colorado
$12.8M 567,452 +20,404 +4%
UBS Group
14
UBS Group
Switzerland
$12.5M 554,399 +52,228 +10%
HPC
15
HM Payson & Co
Maine
$12.5M 550,580 +539,647 +4,936%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$12.4M 546,020 -52,561 -9%
CIA
17
Capital Investment Advisors
Georgia
$12.3M 543,934 +380 +0.1%
MCM
18
MV Capital Management
Maryland
$11.4M 502,519 +9,529 +2%
FCA
19
FinTrust Capital Advisors
South Carolina
$10.7M 473,244 -22,952 -5%
CCG
20
Chatham Capital Group
Georgia
$10.7M 470,875 +13,607 +3%
LPT
21
Legacy Private Trust
Wisconsin
$9.5M 419,853 +25,565 +6%
LPL Financial
22
LPL Financial
California
$9.33M 412,073 +121,357 +42%
Osaic Holdings
23
Osaic Holdings
Arizona
$8.92M 393,976 +178,377 +83%
SPIA
24
Steward Partners Investment Advisory
New York
$8.77M 387,381 -24,098 -6%
MA
25
MKT Advisors
California
$8.45M 374,130 +36,536 +11%