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iShares iBonds Dec 2027 Term Corporate ETF

87 hedge funds and large institutions have $307M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 17

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

4% more funds holding

Funds holding: 8487 (+3)

4% more capital invested

Capital invested by funds: $295M → $307M (+$11.8M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.68% less ownership

Funds ownership: 72.19%71.51% (-0.68%)

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
39
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$2.73M -$46.4K -1,705 -2%
RJA
27
Raymond James & Associates
Florida
$2.53M +$201K +7,398 +8%
Citadel Advisors
28
Citadel Advisors
Florida
$2.48M -$8.13M -298,763 -76%
WI
29
WrapManager Inc
California
$2.06M +$24.3K +894 +1%
PWM
30
Praetorian Wealth Management
California
$2M +$411K +15,097 +25%
KNW
31
Kesler Norman & Wride
Utah
$1.85M +$159K +5,844 +9%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.69M +$229K +8,415 +15%
BCPWM
33
Bradley & Co Private Wealth Management
Florida
$1.57M +$1.6M +58,872 New
Wolverine Trading
34
Wolverine Trading
Illinois
$1.55M +$1.58M +58,148 New
AC
35
Avestar Capital
New York
$1.45M +$192K +7,063 +15%
Jane Street
36
Jane Street
New York
$1.41M -$475K -17,436 -25%
FCA
37
FinTrust Capital Advisors
South Carolina
$1.27M +$51.5K +1,893 +4%
CA
38
CGN Advisors
Kansas
$1.23M -$42.4K -1,559 -3%
Stifel Financial
39
Stifel Financial
Missouri
$1.13M -$121K -4,448 -9%
SFO
40
Stokes Family Office
Louisiana
$1.09M
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1M +$58.5K +2,149 +6%
RW
42
RVW Wealth
California
$1M +$373K +13,694 New
MGIA
43
Matthew Goff Investment Advisor
Texas
$974K +$22.3K +818 +2%
FIM
44
Freedom Investment Management
Connecticut
$892K +$909K +33,396 New
TCCM
45
Timber Creek Capital Management
Massachusetts
$829K -$112K -4,105 -12%
PGAM
46
Princeton Global Asset Management
New Jersey
$789K +$4.76K +175 +0.6%
ADL
47
Asset Dedication LLC
California
$712K -$103K -3,776 -12%
ECM
48
Exchange Capital Management
Michigan
$655K +$15.4K +565 +2%
FNB
49
Farmers National Bank
Kentucky
$648K +$93K +3,416 +16%
Mariner
50
Mariner
Kansas
$577K +$13.6K +499 +2%