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iShares iBonds Dec 2027 Term Corporate ETF

271 hedge funds and large institutions have $1.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 129 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+59
Holders Change %
+27.83%
% of All Funds
3.97%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
68
Increased
129
Reduced
47
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HPC
251
HM Payson & Co
Maine
$133K +$133K +5,574 New
AA
252
Addison Advisors
Vermont
$132K +$10.5K +440 +9%
OHWP
253
Oak Harbor Wealth Partners
North Carolina
$127K +$12K +500 +10%
KHC
254
Koesten Hirschmann & Crabtree
Kansas
$123K +$123K +5,160 New
BWL
255
Bogart Wealth LLC
Virginia
$119K +$55.3K +2,309 +87%
PA
256
PSI Advisors
Florida
$105K +$45.7K +1,910 +77%
KOCAA
257
Knights of Columbus Asset Advisors
Connecticut
$87.5K
GWM
258
Geneos Wealth Management
Colorado
$81.4K
MIFH
259
Migdal Insurance & Financial Holdings
Israel
$72K +$72K +3,012 New
FHA
260
First Horizon Advisors
Tennessee
$71K -$33K -1,377 -32%
S
261
Sachetta
Massachusetts
$64.6K +$64.6K +2,700 New
CA
262
Clearstead Advisors
Ohio
$62.9K +$62.9K +2,630 New
BC
263
Bartlett & Co
Ohio
$60K
OAJ
264
Ogorek Anthony Joseph
New York
$60K +$4.71K +199 +9%
BCWM
265
Bartlett & Co Wealth Management
Ohio
$59.9K
PFM
266
Phillips Financial Management
Indiana
$59.2K -$27.3K -1,139 -32%
ASN
267
Advisory Services Network
Georgia
$53K +$53K +2,214 New
BF
268
BOK Financial
Oklahoma
$41.9K +$41.9K +1,750 New
SC
269
Stephens Consulting
Michigan
$34K +$455 +19 +1%
HGERS
270
Householder Group Estate & Retirement Specialist
Arizona
$34K -$25.7K -1,087 -43%
PTC
271
Private Trust Company
Ohio
$26.3K -$598 -25 -2%
CIAS
272
Capital Investment Advisory Services
North Carolina
$25.9K
AA
273
Ancora Advisors
Ohio
$25.2K +$25.2K +1,051 New
M
274
MOTCO
Texas
$23.7K
AAG
275
Armstrong Advisory Group
Massachusetts
$20.5K