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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.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

198% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 54

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

16% more capital invested

Capital invested by funds: $1.53B → $1.78B (+$251M)

11% more funds holding

Funds holding: 271301 (+30)

2.92% less ownership

Funds ownership: 77.59%74.67% (-2.9%)

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
4.34%
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
Change in
Stake
TB
251
Treynor Bancshares
Iowa
$263K +$119 +5 +0%
EFP
252
Envision Financial Planning
Tennessee
$261K -$255K -10,690 Closed
AM
253
Atwater Malick
Pennsylvania
$261K +$15K +630 +6%
WCP
254
Wick Capital Partners
Pennsylvania
$260K
CHA
255
Cooper/Haims Advisors
New York
$255K
RJT
256
Raymond James Trust
Florida
$253K -$6.12K -257 -2%
HFA
257
Highland Financial Advisors
New Jersey
$252K
MFA
258
Mayflower Financial Advisors
Massachusetts
$241K +$241K +10,139 New
SC
259
Scotia Capital
Ontario, Canada
$240K
Kovitz Investment Group Partners
260
Kovitz Investment Group Partners
Illinois
$240K
PWM
261
Perigon Wealth Management
California
$239K -$29.3K -1,229 -11%
PIMG
262
Patriot Investment Management Group
Tennessee
$238K
EWS
263
Evergreen Wealth Solutions
Pennsylvania
$233K +$233K +9,779 New
Bank of Montreal
264
Bank of Montreal
Ontario, Canada
$218K +$78.1K +3,279 +56%
WFA
265
Wells Financial Advisors
Massachusetts
$217K
MIFH
266
Migdal Insurance & Financial Holdings
Israel
$208K +$136K +5,723 +190%
Koshinski Asset Management
267
Koshinski Asset Management
Illinois
$204K +$204K +8,568 New
PPP
268
Private Portfolio Partners
New Jersey
$202K
DWA
269
Delap Wealth Advisory
Oregon
$202K -$202K -8,498 -50%
APP
270
Avantax Planning Partners
Iowa
$201K +$202K +8,464 New
SPWG
271
Syntegra Private Wealth Group
Missouri
$201K +$201K +8,446 New
HPC
272
HM Payson & Co
Maine
$199K +$66.6K +2,796 +50%
PWA
273
Provenance Wealth Advisors
Florida
$195K -$3.76K -158 -2%
HWM
274
Horizons Wealth Management
North Carolina
$183K
HI
275
Harbour Investments
Wisconsin
$177K +$1.24K +52 +0.7%