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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 %
WFMPM
301
Woodley Farra Manion Portfolio Management
Indiana
$210K +$210K +8,748 New
TWA
302
Talisman Wealth Advisors
New Jersey
$209K -$64.9K -2,708 -24%
ES
303
Eagle Strategies
New York
$208K +$208K +8,689 New
HWM
304
Horizons Wealth Management
North Carolina
$207K +$22.5K +941 +12%
PPP
305
Private Portfolio Partners
New Jersey
$204K
MFA
306
Mayflower Financial Advisors
Massachusetts
$202K
ECM
307
Exchange Capital Management
Michigan
$202K -$468K -19,552 -70%
FHA
308
First Horizon Advisors
Tennessee
$201K +$128K +5,324 +174%
AA
309
Alesco Advisors
New York
$200K +$200K +8,350 New
CFO
310
CVA Family Office
Colorado
$175K
TC
311
Trust Company
Kansas
$174K +$124K +5,170 +247%
WFA
312
Wells Financial Advisors
Massachusetts
$167K
WSFS
313
Wilmington Savings Fund Society
Delaware
$158K +$158K +6,600 New
BWL
314
Bogart Wealth LLC
Virginia
$154K +$72 +3 +0%
MCA
315
Maryland Capital Advisors
Maryland
$146K +$56K +2,336 +62%
National Bank of Canada
316
National Bank of Canada
Quebec, Canada
$144K +$14.3K +597 +11%
FFA
317
Farther Finance Advisors
California
$135K +$1.03K +43 +0.8%
OHWP
318
Oak Harbor Wealth Partners
North Carolina
$128K
KHC
319
Koesten Hirschmann & Crabtree
Kansas
$124K
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$121K +$27.8K +1,162 +30%
PTC
321
Private Trust Company
Ohio
$121K
PA
322
PSI Advisors
Florida
$105K
HWA
323
HHM Wealth Advisors
Tennessee
$89.9K +$89.9K +3,750 New
OAJ
324
Ogorek Anthony Joseph
New York
$89K +$1.31K +55 +1%
KOCAA
325
Knights of Columbus Asset Advisors
Connecticut
$87.6K