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iShares iBonds Dec 2027 Term Corporate ETF

306 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 188 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
4.45%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
26
Increased
188
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
276
Provenance Wealth Advisors
Florida
$194K
HWM
277
Horizons Wealth Management
North Carolina
$183K
XT
278
XTX Topco
Cayman Islands
$143K +$143K +10,629 New
BWL
279
Bogart Wealth LLC
Virginia
$133K +$71 +3 +0.1%
National Bank of Canada
280
National Bank of Canada
Quebec, Canada
$128K +$91.8K +3,889 +252%
OHWP
281
Oak Harbor Wealth Partners
North Carolina
$126K
KHC
282
Koesten Hirschmann & Crabtree
Kansas
$123K
PTC
283
Private Trust Company
Ohio
$121K +$1.19K +50 +1%
PA
284
PSI Advisors
Florida
$104K
MCA
285
Maryland Capital Advisors
Maryland
$93.8K -$1.14K -48 -1%
KOCAA
286
Knights of Columbus Asset Advisors
Connecticut
$86.8K
OAJ
287
Ogorek Anthony Joseph
New York
$86K +$921 +39 +1%
GWM
288
Geneos Wealth Management
Colorado
$80.7K
CFO
289
CVA Family Office
Colorado
$74.9K
FHA
290
First Horizon Advisors
Tennessee
$72.8K +$2.4K +101 +3%
Barclays
291
Barclays
United Kingdom
$65K
S
292
Sachetta
Massachusetts
$64.7K
BCWM
293
Bartlett & Co Wealth Management
Ohio
$59.3K
CIBC Private Wealth Group
294
CIBC Private Wealth Group
Georgia
$57.8K +$10K +422 +21%
PB
295
Pinnacle Bancorp
Nebraska
$50.7K
TC
296
Trust Company
Kansas
$49.7K
BF
297
BOK Financial
Oklahoma
$41.5K
AA
298
Ancora Advisors
Ohio
$39.5K +$14.6K +615 +59%
NP
299
NorthRock Partners
Minnesota
$37.1K +$119 +5 +0.3%
SC
300
Stephens Consulting
Michigan
$34.3K +$380 +16 +1%