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iShares iBonds Dec 2027 Term Corporate ETF

306 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 188 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
4.45%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
26
Increased
188
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ATC
226
Adirondack Trust Company
New York
$410K +$134K +5,662 +49%
RJT
227
Raymond James Trust
Florida
$410K +$158K +6,671 +63%
DWA
228
Delap Wealth Advisory
Oregon
$403K +$202K +8,498 +100%
DSC
229
Duncker Streett & Co
Missouri
$396K +$33.9K +1,430 +9%
PP
230
Prosperity Planning
Missouri
$390K -$371K
PJSIMP
231
P.J. Schmidt Investment Management (PJS)
Wisconsin
$385K -$39.4K -1,659 -9%
EAM
232
Empirical Asset Management
Massachusetts
$382K +$382K +16,110 New
VFIC
233
Valley Forge Investment Consultants
Pennsylvania
$359K +$3.89K +164 +1%
MA
234
MKT Advisors
California
$354K -$12.3K -517 -3%
JBA
235
Johnson Bixby & Associates
Washington
$350K +$3.77K +159 +1%
FFA
236
Farther Finance Advisors
California
$346K +$6K +254 +2%
HPC
237
HM Payson & Co
Maine
$334K +$135K +5,693 +68%
WJA
238
Willis Johnson & Associates
Texas
$333K
USWIA
239
UP Strategic Wealth Investment Advisors
Pennsylvania
$333K
RBC
240
Roble Belko & Company
Pennsylvania
$324K
MOS
241
MGO One Seven
Ohio
$323K +$19.8K +835 +7%
PIM
242
Penobscot Investment Management
Massachusetts
$308K +$308K +13,000 New
NDSI
243
Newman Dignan & Sheerar Inc
Rhode Island
$298K +$9.56K +403 +3%
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$287K +$69.3K +2,917 +32%
GS
245
GTS Securities
New York
$285K +$285K +11,991 New
PS
246
Principal Securities
Iowa
$280K
ASN
247
Advisory Services Network
Georgia
$278K +$278K +11,697 New
WCP
248
Wick Capital Partners
Pennsylvania
$278K +$18.1K +763 +7%
MWP
249
Meredith Wealth Planning
Illinois
$277K +$2.3K +97 +0.8%
FW
250
FullCircle Wealth
Texas
$276K +$276K +11,563 New