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iShares iBonds Dec 2027 Term Corporate ETF

84 hedge funds and large institutions have $295M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

144% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 16

41% more capital invested

Capital invested by funds: $209M → $295M (+$86.1M)

15% more funds holding

Funds holding: 7384 (+11)

8.77% more ownership

Funds ownership: 63.42%72.19% (+8.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
84
Holders Change
+11
Holders Change %
+15.07%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
39
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$525K +$519K +19,028 New
SVWAG
52
Sound View Wealth Advisors Group
Georgia
$474K +$6.12K +224 +1%
PPP
53
Private Portfolio Partners
New Jersey
$447K
Osaic Holdings
54
Osaic Holdings
Arizona
$435K -$67.7K -2,481 -14%
AF
55
Arrow Financial
New York
$420K +$112K +4,118 +37%
CWS
56
Cypress Wealth Services
California
$409K +$405K +14,836 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$399K +$42.4K +1,552 +12%
MA
58
MCF Advisors
Kentucky
$348K +$49.8K +1,826 +17%
RBC
59
Roble Belko & Company
Pennsylvania
$270K
KAS
60
Kestra Advisory Services
Texas
$257K +$250K +9,176 +6,372%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$232K -$3K -110 -1%
AAM
62
Autus Asset Management
Arizona
$228K +$227K +8,300 New
FMWA
63
Forvis Mazars Wealth Advisors
Missouri
$221K
1SB
64
1ST Source Bank
Indiana
$213K +$211K +7,733 New
BEI
65
Benjamin Edwards Inc
Missouri
$211K +$52.8K +1,935 +34%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$183K +$546 +20 +0.3%
VNA
67
Valley National Advisers
Pennsylvania
$150K
RG
68
Retirement Group
California
$134K -$35.2K -1,288 -23%
FPS
69
Fieldpoint Private Securities
Connecticut
$125K +$124K +4,525 New
GWM
70
Geneos Wealth Management
Colorado
$107K
WFA
71
Wells Financial Advisors
Massachusetts
$103K +$102K +3,750 New
BWM
72
BerganKDV Wealth Management
Minnesota
$101K
KOCAA
73
Knights of Columbus Asset Advisors
Connecticut
$101K
M
74
MOTCO
Texas
$83K +$81.8K +2,995 New
APA
75
American Portfolios Advisors
New York
$47.1K