We are live on ! Find out more
IBDS icon

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

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

198% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 54

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

16% more capital invested

Capital invested by funds: $1.53B → $1.78B (+$251M)

11% more funds holding

Funds holding: 271301 (+30)

2.92% less ownership

Funds ownership: 77.59%74.67% (-2.9%)

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
4.34%
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
Change in
Stake
VNA
326
Valley National Advisers
Pennsylvania
-$152K -6,385 Closed
CA
327
Clearstead Advisors
Ohio
-$62.9K -2,630 Closed
ASN
328
Advisory Services Network
Georgia
-$53K -2,214 Closed
BFPW
329
BOK Financial Private Wealth
Colorado
-$7.01K -293 Closed
FGAM
330
Financial Gravity Asset Management
Texas
-$5.82K -248 Closed