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iShares iBonds Dec 2027 Term Corporate ETF

73 hedge funds and large institutions have $209M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 16

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more capital invested

Capital invested by funds: $184M → $209M (+$25.3M)

6.22% more ownership

Funds ownership: 57.2%63.42% (+6.2%)

6% more funds holding

Funds holding: 6973 (+4)

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
8
Increased
39
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.06M -$29.1K -1,068 -1%
LPL Financial
27
LPL Financial
California
$2.01M +$161K +5,920 +9%
WI
28
WrapManager Inc
California
$1.95M +$1.8K +66 +0.1%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.44M +$164K +6,020 +13%
AC
30
Avestar Capital
New York
$1.21M +$119K +4,354 +11%
TCCM
31
Timber Creek Capital Management
Massachusetts
$1.11M -$148K -5,450 -12%
SFO
32
Stokes Family Office
Louisiana
$1.11M
Wolverine Trading
33
Wolverine Trading
Illinois
$1.02M +$762K +27,998 +292%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$982K +$986K +36,200 New
PGAM
35
Princeton Global Asset Management
New Jersey
$962K +$96.5K +3,545 +11%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$912K +$461K +16,924 +101%
ADL
37
Asset Dedication LLC
California
$827K +$88.5K +3,249 +12%
PWM
38
Praetorian Wealth Management
California
$693K +$433K +15,893 +165%
Stifel Financial
39
Stifel Financial
Missouri
$677K +$75.2K +2,763 +12%
ECM
40
Exchange Capital Management
Michigan
$654K +$13.5K +495 +2%
Mariner
41
Mariner
Kansas
$577K -$85.7K -3,149 -13%
CA
42
Cetera Advisors
Colorado
$523K +$140K +5,145 +36%
Osaic Holdings
43
Osaic Holdings
Arizona
$495K +$2.72K +100 +0.6%
WAS
44
Wealth Advisory Solutions
Indiana
$480K -$1.16M -42,480 -71%
Jane Street
45
Jane Street
New York
$466K -$657K -24,136 -58%
PAG
46
Private Advisor Group
New Jersey
$463K -$277K -10,190 Closed
SVWAG
47
Sound View Wealth Advisors Group
Georgia
$460K +$20.4K +750 +5%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$351K -$74K -2,718 -17%
PPP
49
Private Portfolio Partners
New Jersey
$342K
TFS
50
Thoroughbred Financial Services
Tennessee
$304K +$163 +6 +0.1%