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iShares iBonds Dec 2027 Term Corporate ETF

41 hedge funds and large institutions have $91.4M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

14% more funds holding

Funds holding: 3641 (+5)

24% less capital invested

Capital invested by funds: $120M → $91.4M (-$28.8M)

26.84% less ownership

Funds ownership: 83.23%56.39% (-27%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
16
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
Boston Advisors
Massachusetts
$320K +$312K +13,045 New
Ameriprise
27
Ameriprise
Minnesota
$297K +$290K +12,126 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$251K +$244K +10,195 New
SSB
29
Sandy Spring Bank
Maryland
$246K +$142K +5,930 +145%
ACS
30
Archford Capital Strategies
Illinois
$225K +$26.5K +1,110 +14%
ATPW
31
Ashton Thomas Private Wealth
Arizona
$206K +$201K +8,408 New
TCCM
32
Timber Creek Capital Management
Massachusetts
$146K +$142K +5,955 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$145K +$84.1K +3,518 +148%
OAM
34
Oppenheimer Asset Management
New York
$127K +$49.1K +2,054 +66%
ADL
35
Asset Dedication LLC
California
$115K +$112K +4,671 +2,883%
FPS
36
Fieldpoint Private Securities
Connecticut
$111K
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$69K +$23.9K +1,000 +56%
CA
38
Cetera Advisors
Colorado
$52K
FCA
39
FinTrust Capital Advisors
South Carolina
$19K
RCAG
40
Rehmann Capital Advisory Group
Michigan
$18.6K +$18.1K +759 New
ASN
41
Advisory Services Network
Georgia
$8K +$3.04K +127 +69%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.45K +228 New
BlackRock
43
BlackRock
New York
$1K
Wolverine Trading
44
Wolverine Trading
Illinois
-$391K -16,806 Closed
APP
45
Avantax Planning Partners
Iowa
-$250K -10,676 Closed
IA
46
IFP Advisors
Florida
-$207K -8,890 Closed
LNB
47
Ledyard National Bank
-$24K -1,043 Closed
APA
48
American Portfolios Advisors
New York
-$9.17K -392 Closed