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iShares iBonds Dec 2027 Term Corporate ETF

69 hedge funds and large institutions have $184M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 14

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

10% more funds holding

Funds holding: 6369 (+6)

20.97% less ownership

Funds ownership: 78.16%57.2% (-21%)

22% less capital invested

Capital invested by funds: $234M → $184M (-$50.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
33
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.83M +$218K +8,365 +14%
WAS
27
Wealth Advisory Solutions
Indiana
$1.62M +$462K +17,777 +42%
FCA
28
FinTrust Capital Advisors
South Carolina
$1.35M +$228K +8,765 +21%
PWS
29
Peloton Wealth Strategists
Indiana
$1.32M +$208K +8,000 +20%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.27M +$114K +4,378 +10%
TCCM
31
Timber Creek Capital Management
Massachusetts
$1.25M -$52.2K -2,005 -4%
Jane Street
32
Jane Street
New York
$1.11M -$20.6M -792,278 -95%
SFO
33
Stokes Family Office
Louisiana
$1.1M
AC
34
Avestar Capital
New York
$1.09M +$157K +6,035 +18%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.02M +$450K +17,304 +85%
PGAM
36
Princeton Global Asset Management
New Jersey
$860K +$830K +31,915 New
ADL
37
Asset Dedication LLC
California
$732K -$34.7K -1,334 -5%
AFM
38
Andesa Financial Management
Pennsylvania
$660K +$637K +24,500 New
Mariner
39
Mariner
Kansas
$658K +$72.4K +2,784 +13%
ECM
40
Exchange Capital Management
Michigan
$636K -$2.55K -98 -0.4%
Stifel Financial
41
Stifel Financial
Missouri
$598K +$49K +1,885 +9%
Osaic Holdings
42
Osaic Holdings
Arizona
$490K +$92.9K +3,570 +25%
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$450K +$434K +16,687 New
SVWAG
44
Sound View Wealth Advisors Group
Georgia
$437K +$1.46K +56 +0.3%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$422K -$7.23K -278 -2%
CA
46
Cetera Advisors
Colorado
$380K +$367K +14,110 New
TFS
47
Thoroughbred Financial Services
Tennessee
$302K +$208 +8 +0.1%
MA
48
MCF Advisors
Kentucky
$291K
PAG
49
Private Advisor Group
New Jersey
$275K +$265K +10,190 New
RBC
50
Roble Belko & Company
Pennsylvania
$264K +$195K +7,493 +328%