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iShares iBonds Dec 2027 Term Corporate ETF

348 hedge funds and large institutions have $2.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+36
Holders Change %
+11.54%
% of All Funds
4.63%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.28%
New
64
Increased
199
Reduced
43
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LF
251
Lee Financial
Texas
$466K -$474K -19,430 Closed
AA
252
Ancora Advisors
Ohio
$450K +$61.7K +2,575 +16%
HI
253
Harbour Investments
Wisconsin
$434K +$37.4K +1,563 +9%
SWP
254
Summit Wealth Partners
Florida
$424K -$6.66K -278 -2%
KC
255
Kades & Cheifetz
Pennsylvania
$421K +$421K +17,582 New
Bank of Montreal
256
Bank of Montreal
Ontario, Canada
$419K +$72.1K +3,008 +21%
MA
257
Mutual Advisors
Nebraska
$405K -$78.1K -3,253 -16%
MIFH
258
Migdal Insurance & Financial Holdings
Israel
$404K +$164K +6,844 +68%
PP
259
Prosperity Planning
Missouri
$394K -$401K
PJSIMP
260
P.J. Schmidt Investment Management (PJS)
Wisconsin
$389K
EAM
261
Empirical Asset Management
Massachusetts
$386K
RBC
262
Roble Belko & Company
Pennsylvania
$380K +$35.1K +1,466 +10%
NDSI
263
Newman Dignan & Sheerar Inc
Rhode Island
$376K +$168 +7 +0%
VFIC
264
Valley Forge Investment Consultants
Pennsylvania
$372K +$5.44K +227 +1%
RSWM
265
Robertson Stephens Wealth Management
California
$368K -$566K
CPWM
266
Cypress Point Wealth Management
Texas
$359K +$359K +15,000 New
SPIA
267
Steward Partners Investment Advisory
New York
$348K +$320K +13,354 +1,151%
IAIM
268
International Assets Investment Management
Florida
$341K +$341K +14,238 New
WJA
269
Willis Johnson & Associates
Texas
$337K
MOS
270
MGO One Seven
Ohio
$336K -$334K
HC
271
Hurley Capital
New York
$323K +$323K +13,482 New
KOMWMG
272
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$319K +$319K +13,308 New
DWM
273
Dakota Wealth Management
Florida
$315K +$315K +13,150 New
ADL
274
Asset Dedication LLC
California
$312K -$2.07M -86,401 -87%
EWS
275
Evergreen Wealth Solutions
Pennsylvania
$310K +$35.1K +1,466 +13%