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iShares iBonds Dec 2027 Term Corporate ETF

118 hedge funds and large institutions have $602M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

74% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 27

27% more capital invested

Capital invested by funds: $474M → $602M (+$127M)

11% more funds holding

Funds holding: 106118 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6.93% less ownership

Funds ownership: 87.4%80.46% (-6.9%)

Holders
118
Holders Change
+12
Holders Change %
+11.32%
% of All Funds
1.99%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
22
Increased
47
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$5.19M +$2.03M +83,944 +63%
AIA
27
Arcadia Investment Advisors
Idaho
$5.14M -$72.9K -3,019 -1%
UBS Group
28
UBS Group
Switzerland
$5.02M +$228K +9,424 +5%
Wells Fargo
29
Wells Fargo
California
$5.01M -$1.66M -68,633 -25%
PPWM
30
PFG Private Wealth Management
Florida
$4.88M +$259K +10,725 +6%
TF
31
TLWM Financial
Texas
$4.8M -$190K -7,856 -4%
SWMG
32
Signature Wealth Management Group
Georgia
$4.77M +$561K +23,217 +13%
Ameriprise
33
Ameriprise
Minnesota
$4.6M +$121K +5,019 +3%
PWS
34
Peloton Wealth Strategists
Indiana
$4.1M -$302K -12,500 -7%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$3.78M +$134K +5,552 +4%
4FG
36
4Thought Financial Group
New York
$3.7M -$64.9K -2,687 -2%
KF
37
Krilogy Financial
Missouri
$3.27M +$1.2M +49,764 +57%
LC
38
Legacy CG
Texas
$3.24M +$134K +5,548 +4%
CP
39
Camelot Portfolios
Ohio
$3.23M -$406K -16,802 -11%
PWM
40
Praetorian Wealth Management
California
$2.94M +$236K +9,771 +9%
GPA
41
Guidance Point Advisors
Massachusetts
$2.71M +$1.54M +63,820 +128%
ABC
42
Associated Banc-Corp
Wisconsin
$2.12M +$398K +16,469 +23%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$2.1M +$61.7K +2,552 +3%
LWM
44
Lyell Wealth Management
California
$1.93M +$1.95M +80,730 New
KNW
45
Kesler Norman & Wride
Utah
$1.89M +$25.6K +1,059 +1%
WI
46
WrapManager Inc
California
$1.82M -$29.7K -1,229 -2%
VWMG
47
Virginia Wealth Management Group
Virginia
$1.76M -$156K -6,440 -8%
CTC
48
Central Trust Company
Missouri
$1.76M -$1.46M -60,281 -45%
UCFA
49
United Capital Financial Advisors
Texas
$1.71M -$128K -5,315 -7%
CA
50
CGN Advisors
Kansas
$1.57M +$258K +10,683 +19%