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iShares iBonds Dec 2027 Term Corporate ETF

301 hedge funds and large institutions have $1.78B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

198% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 54

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

16% more capital invested

Capital invested by funds: $1.53B → $1.78B (+$251M)

11% more funds holding

Funds holding: 271301 (+30)

2.92% less ownership

Funds ownership: 77.59%74.67% (-2.9%)

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
4.34%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
46
Increased
161
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$15.9M +$3.82M +160,330 +32%
US Bancorp
27
US Bancorp
Minnesota
$14.7M -$1.26M -53,126 -8%
Stifel Financial
28
Stifel Financial
Missouri
$14.3M +$559K +23,471 +4%
Lido Advisors
29
Lido Advisors
California
$13.9M
GA
30
Gateway Advisory
New Jersey
$13.5M +$709K +29,794 +6%
RJA
31
Raymond James & Associates
Florida
$12.7M +$1.99M +83,657 +19%
VVP
32
Venture Visionary Partners
Ohio
$12.7M +$1.52M +63,919 +14%
AF
33
Arrow Financial
New York
$12.7M +$441K +18,514 +4%
MCM
34
MV Capital Management
Maryland
$12.7M +$773K +32,465 +6%
HCM
35
Hengehold Capital Management
Ohio
$12.3M +$148K +6,236 +1%
ACM
36
Advisors Capital Management
New Jersey
$12M -$7.38M -310,089 -38%
SCA
37
Snowden Capital Advisors
New York
$10.9M
SSWG
38
Seven Springs Wealth Group
Tennessee
$10.9M +$10.9M +456,590 New
GRP
39
Global Retirement Partners
California
$9.6M +$8.75M +367,641 +1,028%
KAS
40
Kestra Advisory Services
Texas
$8.96M +$2.19M +91,794 +32%
WWM
41
WJ Wealth Management
Arizona
$8.87M +$5.8M +243,659 +189%
KTM
42
Keeler Thomas Management
Utah
$8.82M -$203K -8,535 -2%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$8.8M +$1.27M +53,138 +17%
GT
44
Glenview Trust
Kentucky
$7.86M +$3.56M +149,566 +83%
CFS
45
Commonwealth Financial Services
West Virginia
$7.81M -$20.7K -871 -0.3%
WCM
46
Windsor Capital Management
Arizona
$7.49M +$2.43M +102,189 +48%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$7.48M +$626K +26,280 +9%
HA
48
Hamel Associates
New Jersey
$7.28M +$295K +12,397 +4%
PPWM
49
PFG Private Wealth Management
Florida
$7.19M -$740K -31,077 -9%
CTC
50
Central Trust Company
Missouri
$7.18M +$670K +28,157 +10%