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iShares iBonds Dec 2027 Term Corporate ETF

128 hedge funds and large institutions have $691M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

121% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 28

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

15% more capital invested

Capital invested by funds: $602M → $691M (+$89.2M)

8% more funds holding

Funds holding: 118128 (+10)

0.82% less ownership

Funds ownership: 80.46%79.65% (-0.82%)

Holders
128
Holders Change
+10
Holders Change %
+8.47%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
16
Increased
62
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Arrow Financial
New York
$7.61M +$11.5K +481 +0.1%
PPWM
27
PFG Private Wealth Management
Florida
$6.65M +$2.02M +84,653 +41%
MGIA
28
Matthew Goff Investment Advisor
Texas
$6.63M -$169K -7,094 -2%
UBS Group
29
UBS Group
Switzerland
$6.51M +$1.74M +72,755 +35%
BO
30
BRR OpCo
Ohio
$6.32M +$6.56M +274,799 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$5.88M +$5.54M +232,077 +975%
AIA
32
Arcadia Investment Advisors
Idaho
$5.23M +$284K +11,899 +6%
SSB
33
Sandy Spring Bank
Maryland
$5.12M -$155K -6,485 -3%
SWMG
34
Signature Wealth Management Group
Georgia
$4.98M +$402K +16,828 +8%
Jane Street
35
Jane Street
New York
$4.91M -$600K -25,128 -11%
TF
36
TLWM Financial
Texas
$4.6M -$1.65M -68,879 -34%
PWS
37
Peloton Wealth Strategists
Indiana
$4.16M +$215K +9,000 +5%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$3.63M -$19K -795 -0.5%
4FG
39
4Thought Financial Group
New York
$3.49M -$73.7K -3,086 -2%
KF
40
Krilogy Financial
Missouri
$3.15M -$430 -18 -0%
GPA
41
Guidance Point Advisors
Massachusetts
$3.03M +$415K +17,385 +15%
PWM
42
Praetorian Wealth Management
California
$2.92M +$88.1K +3,688 +3%
CA
43
CGN Advisors
Kansas
$2.39M +$911K +38,129 +58%
ABC
44
Associated Banc-Corp
Wisconsin
$2.22M +$189K +7,926 +9%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$2.13M +$115K +4,793 +5%
VWMG
46
Virginia Wealth Management Group
Virginia
$2.02M +$329K +13,780 +19%
CP
47
Camelot Portfolios
Ohio
$1.98M -$1.17M -48,975 -36%
LWM
48
Lyell Wealth Management
California
$1.94M +$83.6K +3,500 +4%
WI
49
WrapManager Inc
California
$1.88M +$138K +5,782 +8%
CTC
50
Central Trust Company
Missouri
$1.74M +$43.7K +1,830 +2%