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iShares iBonds Dec 2027 Term Corporate ETF

87 hedge funds and large institutions have $307M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 17

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

4% more funds holding

Funds holding: 8487 (+3)

4% more capital invested

Capital invested by funds: $295M → $307M (+$11.8M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.68% less ownership

Funds ownership: 72.19%71.51% (-0.68%)

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
39
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
51
Archford Capital Strategies
Illinois
$549K +$556K +20,421 New
CA
52
Cetera Advisors
Colorado
$548K
DADC
53
D.A. Davidson & Co
Montana
$545K
PAG
54
Private Advisor Group
New Jersey
$476K -$33.3K -1,222 -6%
SVWAG
55
Sound View Wealth Advisors Group
Georgia
$459K
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$451K +$64.9K +2,384 +16%
CWS
57
Cypress Wealth Services
California
$446K +$50.9K +1,870 +13%
PPP
58
Private Portfolio Partners
New Jersey
$433K
AF
59
Arrow Financial
New York
$413K +$6.42K +236 +2%
Osaic Holdings
60
Osaic Holdings
Arizona
$404K -$16.3K -600 -4%
MA
61
MCF Advisors
Kentucky
$337K
FMWA
62
Forvis Mazars Wealth Advisors
Missouri
$281K -$218K -8,000 Closed
RBC
63
Roble Belko & Company
Pennsylvania
$261K
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$227K +$2.67K +98 +1%
BEI
65
Benjamin Edwards Inc
Missouri
$211K +$6.21K +228 +3%
KAS
66
Kestra Advisory Services
Texas
$210K -$39.7K -1,458 -16%
1SB
67
1ST Source Bank
Indiana
$207K
JHCP
68
Jackson Hole Capital Partners
Oklahoma
$204K +$207K +7,620 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$177K +$272 +10 +0.2%
AIA
70
Arcadia Investment Advisors
Idaho
$142K +$144K +5,302 New
FPS
71
Fieldpoint Private Securities
Connecticut
$121K
GWM
72
Geneos Wealth Management
Colorado
$107K
WFA
73
Wells Financial Advisors
Massachusetts
$100K
BWM
74
BerganKDV Wealth Management
Minnesota
$98K
KOCAA
75
Knights of Columbus Asset Advisors
Connecticut
$98K