We are live on ! Find out more
IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

183 hedge funds and large institutions have $1.16B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 40

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

6% more funds holding

Funds holding: 173183 (+10)

5% more capital invested

Capital invested by funds: $1.11B → $1.16B (+$57.9M)

2.75% less ownership

Funds ownership: 79.23%76.48% (-2.7%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
183
Holders Change
+10
Holders Change %
+5.78%
% of All Funds
2.87%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
27
Increased
97
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
26
Woodmont Investment Counsel
Tennessee
$13.7M +$1.64M +69,317 +13%
US Bancorp
27
US Bancorp
Minnesota
$13.5M +$2.74M +115,908 +25%
Wells Fargo
28
Wells Fargo
California
$12.5M -$1.78M -75,159 -12%
Stifel Financial
29
Stifel Financial
Missouri
$12.2M +$11.2M +474,537 +1,019%
HCM
30
Hengehold Capital Management
Ohio
$12M +$150K +6,326 +1%
MCM
31
MV Capital Management
Maryland
$11.7M +$3.99M +168,786 +51%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$9.7M -$2.19M -92,551 -18%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$9.01M +$817K +34,504 +10%
PPWM
34
PFG Private Wealth Management
Florida
$8.48M +$750K +31,672 +10%
KTM
35
Keeler Thomas Management
Utah
$8.27M +$8.23M +347,891 New
AF
36
Arrow Financial
New York
$8.1M +$221K +9,318 +3%
RJA
37
Raymond James & Associates
Florida
$7.75M -$244K -10,296 -3%
PRWA
38
Platte River Wealth Advisors
Colorado
$6.95M +$357K +15,099 +5%
SCA
39
Snowden Capital Advisors
New York
$6.34M
SWMG
40
Signature Wealth Management Group
Georgia
$5.8M +$90.5K +3,823 +2%
HA
41
Hamel Associates
New Jersey
$5.62M +$2.66M +112,522 +89%
AIA
42
Arcadia Investment Advisors
Idaho
$5.6M -$13.6K -574 -0.2%
BSG
43
Black Swift Group
Colorado
$5.4M +$88.9K +3,755 +2%
Jane Street
44
Jane Street
New York
$5.35M +$2.68M +113,294 +99%
SSB
45
Sandy Spring Bank
Maryland
$5.29M +$265K +11,218 +5%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$5.26M +$5.3M +223,869 New
Lido Advisors
47
Lido Advisors
California
$5.22M
PWS
48
Peloton Wealth Strategists
Indiana
$5.22M +$263K +11,100 +5%
WSTAM
49
Wilbanks Smith & Thomas Asset Management
Virginia
$4.7M -$52.8M -2,229,205 -92%
TF
50
TLWM Financial
Texas
$4.43M -$20.5K -865 -0.5%