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iShares iBonds Dec 2027 Term Corporate ETF

147 hedge funds and large institutions have $900M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

316% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 19

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

30% more capital invested

Capital invested by funds: $691M → $900M (+$209M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

15% more funds holding

Funds holding: 128147 (+19)

0.62% less ownership

Funds ownership: 79.65%79.03% (-0.62%)

Holders
147
Holders Change
+19
Holders Change %
+14.84%
% of All Funds
2.36%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
34
Increased
79
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$9.88M +$666K +28,741 +7%
WIC
27
Woodmont Investment Counsel
Tennessee
$9.57M +$1.21M +52,086 +15%
GA
28
Gateway Advisory
New Jersey
$8.3M -$15.9M -687,214 -66%
RJA
29
Raymond James & Associates
Florida
$8.25M +$190K +8,212 +2%
AF
30
Arrow Financial
New York
$7.49M -$240K -10,337 -3%
PPWM
31
PFG Private Wealth Management
Florida
$7.01M +$252K +10,891 +4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$6.25M +$274K +11,804 +5%
VVP
33
Venture Visionary Partners
Ohio
$6.02M -$273K -11,796 Closed
AIA
34
Arcadia Investment Advisors
Idaho
$5.9M +$581K +25,072 +11%
SWMG
35
Signature Wealth Management Group
Georgia
$5.44M +$378K +16,306 +8%
SSB
36
Sandy Spring Bank
Maryland
$4.83M -$370K -15,972 -7%
PWS
37
Peloton Wealth Strategists
Indiana
$4.63M +$399K +17,200 +10%
TF
38
TLWM Financial
Texas
$4.45M +$1.36M +58,574 +44%
CIM
39
Confluence Investment Management
Missouri
$4.2M -$6.09M -262,635 -59%
MGIA
40
Matthew Goff Investment Advisor
Texas
$4.09M -$2.62M -113,224 -39%
MA
41
MCF Advisors
Kentucky
$3.57M +$3.01M +129,819 +562%
4FG
42
4Thought Financial Group
New York
$3.55M +$1.04K +45 +0%
PWM
43
Praetorian Wealth Management
California
$3.55M +$580K +25,033 +20%
CA
44
CGN Advisors
Kansas
$3.52M +$1.08M +46,752 +45%
GPA
45
Guidance Point Advisors
Massachusetts
$3.5M -$3.04M -131,098 Closed
RF
46
Robbins Farley
New Hampshire
$3.4M +$3.37M +145,333 New
FWMM
47
Foundation Wealth Management (Missouri)
Missouri
$3.03M
IA
48
IFP Advisors
Florida
$2.9M +$2.63M +113,310 +1,273%
SBL
49
Sargent Bickham Lagudis
Colorado
$2.89M +$2.85M +122,957 +16,482%
VWMG
50
Virginia Wealth Management Group
Virginia
$2.81M +$752K +32,425 +37%