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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 %
LIA
251
LBMC Investment Advisors
Tennessee
$283K +$283K +11,630 New
EWS
252
Evergreen Wealth Solutions
Pennsylvania
$280K +$1.37K +56 +0.5%
TWA
253
Talisman Wealth Advisors
New Jersey
$279K +$279K +11,433 New
FW
254
FullCircle Wealth
Texas
$279K
SAM
255
Summit Asset Management
Tennessee
$278K +$278K +11,415 New
ASN
256
Advisory Services Network
Georgia
$278K
CWS
257
Cypress Wealth Services
California
$276K
GCA
258
Gradient Capital Advisors
California
$275K +$42.2K +1,733 +18%
ACA
259
Anchor Capital Advisors
Massachusetts
$274K
PIMG
260
Patriot Investment Management Group
Tennessee
$268K +$25K +1,025 +10%
AM
261
Atwater Malick
Pennsylvania
$267K
CHA
262
Cooper/Haims Advisors
New York
$261K
HF
263
HRT Financial
New York
$261K +$261K +10,725 New
HFA
264
Highland Financial Advisors
New Jersey
$258K
SC
265
Scotia Capital
Ontario, Canada
$246K
MIFH
266
Migdal Insurance & Financial Holdings
Israel
$244K -$7.63K -313 -3%
MC
267
Moors & Cabot
Massachusetts
$240K -$229K
MFWP
268
Mosaic Family Wealth Partners
Missouri
$226K +$226K +9,286 New
MAG
269
M3 Advisory Group
Massachusetts
$223K +$223K +9,150 New
KPWS
270
Kestra Private Wealth Services
Texas
$222K +$222K +9,124 New
APP
271
Avantax Planning Partners
Iowa
$222K +$2.73K +112 +1%
AA
272
Addison Advisors
Vermont
$218K
Jones Financial Companies
273
Jones Financial Companies
Missouri
$213K +$189K +7,762 +797%
AAS
274
Avantax Advisory Services
Texas
$213K +$213K +8,721 New
PPP
275
Private Portfolio Partners
New Jersey
$207K