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iShares iBonds Dec 2027 Term Corporate ETF

301 hedge funds and large institutions have $1.78B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
4.36%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
46
Increased
161
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PP
226
Prosperity Planning
Missouri
$371K -$373K
DADC
227
D.A. Davidson & Co
Montana
$368K -$531K -22,292 -59%
DSC
228
Duncker Streett & Co
Missouri
$363K
MA
229
MKT Advisors
California
$362K +$2.16K +92 +0.6%
CIAS
230
CFS Investment Advisory Services
New Jersey
$357K -$45.7K -1,924 -11%
VFIC
231
Valley Forge Investment Consultants
Pennsylvania
$356K +$356K +14,974 New
Renaissance Technologies
232
Renaissance Technologies
New York
$354K +$35.5K +1,494 +11%
JBA
233
Johnson Bixby & Associates
Washington
$347K +$89.5K +3,760 +35%
FFA
234
Farther Finance Advisors
California
$341K +$341K +14,403 New
Bank of New York Mellon
235
Bank of New York Mellon
New York
$339K +$103K +4,333 +44%
WJA
236
Willis Johnson & Associates
Texas
$334K
USWIA
237
UP Strategic Wealth Investment Advisors
Pennsylvania
$334K
SPWM
238
Straight Path Wealth Management
Michigan
$325K +$333 +14 +0.1%
RBC
239
Roble Belko & Company
Pennsylvania
$325K
MOS
240
MGO One Seven
Ohio
$304K +$43.6K +1,830 +17%
AWM
241
Avior Wealth Management
Nebraska
$299K
BSG
242
Black Swift Group
Colorado
$299K -$287K -12,070 -49%
NDSI
243
Newman Dignan & Sheerar Inc
Rhode Island
$289K -$7.69K -323 -3%
PS
244
Principal Securities
Iowa
$281K +$20.1K +844 +8%
ATC
245
Adirondack Trust Company
New York
$277K +$62K +2,607 +29%
MWP
246
Meredith Wealth Planning
Illinois
$275K +$1.95K +82 +0.7%
GWCM
247
Godshalk Welsh Capital Management
Pennsylvania
$274K +$274K +11,500 New
CWS
248
Cypress Wealth Services
California
$269K
ACA
249
Anchor Capital Advisors
Massachusetts
$267K
JIR
250
James Investment Research
Ohio
$264K +$264K +11,100 New