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iShares iBonds Dec 2027 Term Treasury ETF
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Overview Fund Activity

224 hedge funds and large institutions have $962M invested in iShares iBonds Dec 2027 Term Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
224
Holders Change
+33
Holders Change %
+17.28%
% of All Funds
2.98%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
47
Increased
124
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
1
HM Payson & Co
Maine
$109M
2
Raymond James Financial
2
Raymond James Financial
Florida
$20.3M
3
EP
3
Essential Planning
New Hampshire
$19.3M
4
Bank of America
4
Bank of America
North Carolina
$53.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$13.1M

Top Sellers

1
ADL
1
Asset Dedication LLC
California
$854K
2
PAS
2
Park Avenue Securities
New York
$1.75M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SIA
4
SkyView Investment Advisors
New Jersey
$0
5
GI
5
GLOBALT Investments
Georgia
$66.7M
Name Market Value Shares Shares
Change 		Shares
Change %
HPC
1
HM Payson & Co
Maine
$109M 4,930,765 +4,380,185 +796%
Morgan Stanley
2
Morgan Stanley
New York
$76.7M 3,456,318 +225,378 +7%
GI
3
GLOBALT Investments
Georgia
$66.7M 3,006,910 -47,876 -2%
Bank of America
4
Bank of America
North Carolina
$53.4M 2,406,974 +806,318 +50%
Wells Fargo
5
Wells Fargo
California
$33.6M 1,511,971 +265,176 +21%
NA
6
NewEdge Advisors
Louisiana
$32.9M 1,483,193 +116,337 +9%
CIM
7
Confluence Investment Management
Missouri
$31.5M 1,417,941 +61,970 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$23M 1,034,370 +166,538 +19%
SWP
9
Stratos Wealth Partners
Ohio
$22M 991,408 +196,299 +25%
IWC
10
Integrated Wealth Concepts
Massachusetts
$20.3M 915,265 +103,344 +13%
Raymond James Financial
11
Raymond James Financial
Florida
$20.3M 915,065 +915,065 New
EP
12
Essential Planning
New Hampshire
$19.3M 867,746 +854,480 +6,441%
UBS Group
13
UBS Group
Switzerland
$18.7M 844,535 +290,136 +52%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$15.9M 715,438 +146,522 +26%
CIA
15
Capital Investment Advisors
Georgia
$15.3M 687,869 +143,935 +26%
JAG
16
Journey Advisory Group
Kentucky
$14.8M 671,357 – –
DP
17
Denver PWM
Colorado
$13.7M 617,803 +50,351 +9%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$13.1M 591,169 +434,484 +277%
LPL Financial
19
LPL Financial
California
$12.8M 575,805 +163,732 +40%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$12.5M 561,606 +15,586 +3%
MCM
21
MV Capital Management
Maryland
$11.7M 526,495 +23,976 +5%
Osaic Holdings
22
Osaic Holdings
Arizona
$11.7M 524,979 +131,003 +33%
MA
23
MKT Advisors
California
$11.6M 524,021 +149,891 +40%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$11.6M 522,691 +358,159 +218%
CCG
25
Chatham Capital Group
Georgia
$10.5M 472,210 +1,335 +0.3%
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