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iShares iBonds Dec 2027 Term Corporate ETF

312 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 186 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+6
Holders Change %
+1.96%
% of All Funds
4.51%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
28
Increased
186
Reduced
47
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JBA
226
Johnson Bixby & Associates
Washington
$468K +$109K +4,474 +30%
YWM
227
Yoder Wealth Management
California
$458K
PWA
228
Provenance Wealth Advisors
Florida
$452K +$252K +10,358 +127%
B
229
Bellecapital
Switzerland
$451K
SWP
230
Summit Wealth Partners
Florida
$438K
AMM
231
American Money Management
California
$425K -$5.68K -233 -1%
DSC
232
Duncker Streett & Co
Missouri
$407K
PIM
233
Penobscot Investment Management
Massachusetts
$407K +$90.2K +3,700 +28%
HI
234
Harbour Investments
Wisconsin
$403K +$199K +8,176 +98%
PP
235
Prosperity Planning
Missouri
$401K -$390K
PJSIMP
236
P.J. Schmidt Investment Management (PJS)
Wisconsin
$396K
AA
237
Ancora Advisors
Ohio
$395K +$354K +14,528 +872%
EAM
238
Empirical Asset Management
Massachusetts
$393K
NDSI
239
Newman Dignan & Sheerar Inc
Rhode Island
$378K +$75.9K +3,148 +25%
VFIC
240
Valley Forge Investment Consultants
Pennsylvania
$373K +$4.07K +167 +1%
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$353K +$58.2K +2,385 +20%
RBC
242
Roble Belko & Company
Pennsylvania
$351K +$18.2K +746 +5%
WJA
243
Willis Johnson & Associates
Texas
$342K
USWIA
244
UP Strategic Wealth Investment Advisors
Pennsylvania
$342K
MOS
245
MGO One Seven
Ohio
$334K -$323K -13,625 Closed
Koshinski Asset Management
246
Koshinski Asset Management
Illinois
$330K +$116K +4,754 +54%
MA
247
MKT Advisors
California
$305K -$57.1K -2,350 -16%
PS
248
Principal Securities
Iowa
$293K +$5.24K +215 +2%
MWP
249
Meredith Wealth Planning
Illinois
$288K +$3.14K +129 +1%
WCP
250
Wick Capital Partners
Pennsylvania
$285K