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iShares iBonds Dec 2027 Term Treasury ETF

192 hedge funds and large institutions have $715M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 103 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 3

268% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 28

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

14% more capital invested

Capital invested by funds: $628M → $715M (+$86.3M)

13% more funds holding

Funds holding: 170192 (+22)

2.07% less ownership

Funds ownership: 71.97%69.91% (-2.1%)

Holders
192
Holders Change
+22
Holders Change %
+12.94%
% 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
103
Reduced
28
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$73.1M +$1.53M +68,078 +2%
GI
2
GLOBALT Investments
Georgia
$69.1M -$2.88M -128,637 -4%
Bank of America
3
Bank of America
North Carolina
$36.2M +$3.27M +146,020 +10%
NA
4
NewEdge Advisors
Louisiana
$30.9M +$1.53M +68,103 +5%
CIM
5
Confluence Investment Management
Missouri
$30.7M -$645K -28,762 -2%
Wells Fargo
6
Wells Fargo
California
$28.2M +$3.53M +157,255 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$19.6M +$5.93M +264,518 +44%
IWC
8
Integrated Wealth Concepts
Massachusetts
$18.4M +$6.8M +303,365 +60%
SWP
9
Stratos Wealth Partners
Ohio
$18M +$466K +20,785 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$17.1M +$657K +29,321 +4%
JAG
11
Journey Advisory Group
Kentucky
$14.8M
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$12.9M +$4.12M +183,561 +48%
DP
13
Denver PWM
Colorado
$12.8M +$458K +20,404 +4%
UBS Group
14
UBS Group
Switzerland
$12.5M +$1.17M +52,228 +10%
HPC
15
HM Payson & Co
Maine
$12.5M +$12.1M +539,647 +4,936%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$12.4M -$1.18M -52,561 -9%
CIA
17
Capital Investment Advisors
Georgia
$12.3M +$8.52K +380 +0.1%
MCM
18
MV Capital Management
Maryland
$11.4M +$214K +9,529 +2%
FCA
19
FinTrust Capital Advisors
South Carolina
$10.7M -$515K -22,952 -5%
CCG
20
Chatham Capital Group
Georgia
$10.7M +$305K +13,607 +3%
LPT
21
Legacy Private Trust
Wisconsin
$9.5M +$573K +25,565 +6%
LPL Financial
22
LPL Financial
California
$9.33M +$2.72M +121,357 +42%
Osaic Holdings
23
Osaic Holdings
Arizona
$8.92M +$4M +178,377 +83%
SPIA
24
Steward Partners Investment Advisory
New York
$8.77M -$540K -24,098 -6%
MA
25
MKT Advisors
California
$8.45M +$819K +36,536 +11%