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iShares iBonds Dec 2027 Term Corporate ETF

73 hedge funds and large institutions have $209M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 16

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more capital invested

Capital invested by funds: $184M → $209M (+$25.3M)

6.22% more ownership

Funds ownership: 57.2%63.42% (+6.2%)

6% more funds holding

Funds holding: 6973 (+4)

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
8
Increased
39
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Arrow Financial
New York
$302K +$139K +5,118 +85%
MA
52
MCF Advisors
Kentucky
$293K
RBC
53
Roble Belko & Company
Pennsylvania
$265K
KAS
54
Kestra Advisory Services
Texas
$251K +$3.92K +144 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$231K +$25.2K +925 +12%
ABC
56
Associated Banc-Corp
Wisconsin
$231K +$231K +8,495 New
FMWA
57
Forvis Mazars Wealth Advisors
Missouri
$217K
NB
58
Northwest Bancshares
Pennsylvania
$210K
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$179K +$436 +16 +0.2%
BEI
60
Benjamin Edwards Inc
Missouri
$155K +$10.8K +397 +7%
RG
61
Retirement Group
California
$155K +$35.7K +1,312 +30%
VNA
62
Valley National Advisers
Pennsylvania
$148K +$148K +5,453 New
GWM
63
Geneos Wealth Management
Colorado
$108K
BWM
64
BerganKDV Wealth Management
Minnesota
$100K +$100K +3,673 New
KOCAA
65
Knights of Columbus Asset Advisors
Connecticut
$99K +$15.7K +578 +19%
ASN
66
Advisory Services Network
Georgia
$68K +$67.6K +2,481 New
BFEC
67
Benjamin F. Edwards & Company
Missouri
$62K -$24.5K -900 -28%
APA
68
American Portfolios Advisors
New York
$46.4K
SFS
69
Sowell Financial Services
Arkansas
$26K
PFS
70
Prospera Financial Services
Texas
$19K
KPCM
71
Kings Point Capital Management
New York
$17K +$16.8K +618 New
FNBOSM
72
First National Bank of South Miami
Florida
$9K -$47.6K -1,749 -84%
MFT
73
Moisand Fitzgerald Tamayo
Florida
$7K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$2K -$18.1K -665 -91%
FCA
75
FinTrust Capital Advisors
South Carolina
$1.32K -$38.9K -1,428 -3%