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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
Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
4.36%
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
Shares
Change %
Citigroup
301
Citigroup
New York
$30.9K +$30.9K +1,298 New
CIAS
302
Capital Investment Advisory Services
North Carolina
$25.8K
AA
303
Ancora Advisors
Ohio
$25K
M
304
MOTCO
Texas
$23.5K
PNC Financial Services Group
305
PNC Financial Services Group
Pennsylvania
$21.2K +$2.05K +86 +11%
UCB
306
United Community Bank
South Carolina
$20.5K +$20.5K +861 New
AAG
307
Armstrong Advisory Group
Massachusetts
$20.5K
Jones Financial Companies
308
Jones Financial Companies
Missouri
$20.2K +$20.2K +849 New
SS
309
Sunbelt Securities
Texas
$19.8K +$24 +1 +0.1%
CT
310
Colonial Trust
South Carolina
$19K +$19K +800 New
AF
311
Advisornet Financial
Minnesota
$17.7K +$119 +5 +0.7%
SPIA
312
Steward Partners Investment Advisory
New York
$16.6K +$16.6K +696 New
BTI
313
Blue Trust Inc
Georgia
$7.14K +$7.14K +300 New
PBK
314
Peoples Bank (Kansas)
Kansas
$4.76K -$2.38K -100 -33%
LB
315
Legacy Bridge
Iowa
$4.33K
CWC
316
Carolinas Wealth Consulting
North Carolina
$2.67K +$2.67K +112 New
TRCT
317
Tower Research Capital (TRC)
New York
$2.38K
Fidelity Investments
318
Fidelity Investments
Massachusetts
$24 -$5.26K -219 -100%
AWA
319
Alaska Wealth Advisors
Alaska
$6 -$6
Goldman Sachs
320
Goldman Sachs
New York
-$2.24M -93,669 Closed
Citadel Advisors
321
Citadel Advisors
Florida
-$1.85M -77,364 Closed
CWM
322
Centric Wealth Management
Illinois
-$1.39M -58,256 Closed
AWM
323
AE Wealth Management
Kansas
-$801K -33,516 Closed
Harris Associates
324
Harris Associates
Illinois
-$379K -15,825 Closed
JHCP
325
Jackson Hole Capital Partners
Oklahoma
-$157K -6,557 Closed