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iShares iBonds Dec 2027 Term Corporate ETF

89 hedge funds and large institutions have $343M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 22

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

12% more capital invested

Capital invested by funds: $307M → $343M (+$35.8M)

2% more funds holding

Funds holding: 8789 (+2)

1.32% less ownership

Funds ownership: 71.51%70.18% (-1.3%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
44
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
51
Archford Capital Strategies
Illinois
$597K +$44.4K +1,648 +8%
CA
52
Cetera Advisors
Colorado
$560K +$5.93K +220 +1%
CWS
53
Cypress Wealth Services
California
$556K +$103K +3,836 +23%
Mariner
54
Mariner
Kansas
$552K -$32.1K -1,190 -6%
AF
55
Arrow Financial
New York
$503K +$83.6K +3,103 +20%
SVWAG
56
Sound View Wealth Advisors Group
Georgia
$462K -$2.99K -111 -0.6%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$450K -$6.09K -226 -1%
PPP
58
Private Portfolio Partners
New Jersey
$446K
DADC
59
D.A. Davidson & Co
Montana
$417K -$135K -5,000 -25%
MIH
60
Meitav Investment House
Israel
$402K +$100K +3,710 +33%
FMWA
61
Forvis Mazars Wealth Advisors
Missouri
$379K
Osaic Holdings
62
Osaic Holdings
Arizona
$376K -$33.7K -1,249 -8%
MA
63
MCF Advisors
Kentucky
$341K
BONH
64
Bank of New Hampshire
New Hampshire
$304K +$303K +11,235 New
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$270K +$40.2K +1,490 +17%
RBC
66
Roble Belko & Company
Pennsylvania
$265K
KAS
67
Kestra Advisory Services
Texas
$258K +$44.9K +1,665 +21%
BEI
68
Benjamin Edwards Inc
Missouri
$213K -$189 -7 -0.1%
1SB
69
1ST Source Bank
Indiana
$209K
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$180K +$350 +13 +0.2%
BWM
71
BerganKDV Wealth Management
Minnesota
$159K +$59.8K +2,217 +60%
LWANC
72
Laurel Wealth Advisors (North Carolina)
North Carolina
$159K +$131K +4,875 +488%
AIA
73
Arcadia Investment Advisors
Idaho
$143K
FPS
74
Fieldpoint Private Securities
Connecticut
$122K
GWM
75
Geneos Wealth Management
Colorado
$108K