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iShares iBonds Dec 2027 Term Corporate ETF

106 hedge funds and large institutions have $474M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 26

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $379M → $474M (+$95.1M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more ownership

Funds ownership: 68.4%87.4% (+19%)

5% more funds holding

Funds holding: 101106 (+5)

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
13
Increased
51
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFN
51
Redwood Financial Network
Ohio
$932K +$958K +37,371 New
ACS
52
Archford Capital Strategies
Illinois
$890K +$291K +11,339 +46%
FBB
53
Fulton Breakefield Broenniman
Maryland
$856K +$486K +18,950 +123%
FNB
54
Farmers National Bank
Kentucky
$842K +$60.8K +2,370 +8%
FCA
55
FinTrust Capital Advisors
South Carolina
$834K -$284K -11,074 -25%
TCCM
56
Timber Creek Capital Management
Massachusetts
$785K -$93.3K -3,640 -10%
PGAM
57
Princeton Global Asset Management
New Jersey
$756K -$20.5K -800 -3%
ADL
58
Asset Dedication LLC
California
$689K -$10.2K -397 -1%
MIH
59
Meitav Investment House
Israel
$609K +$44.6K +1,738 +8%
BONH
60
Bank of New Hampshire
New Hampshire
$608K +$88.7K +3,460 +17%
LHC
61
Little House Capital
Massachusetts
$593K -$99.2K -3,867 -14%
Mariner
62
Mariner
Kansas
$581K +$74.5K +2,904 +14%
ECM
63
Exchange Capital Management
Michigan
$550K -$35K -1,365 -6%
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$531K -$2.31K -90 -0.4%
CWM
65
Cabot Wealth Management
Massachusetts
$511K +$525K +20,475 New
BEI
66
Benjamin Edwards Inc
Missouri
$482K +$264K +10,311 +114%
AMM
67
American Money Management
California
$478K +$43.2K +1,684 +10%
CA
68
Cetera Advisors
Colorado
$474K
Citadel Advisors
69
Citadel Advisors
Florida
$469K +$483K +18,817 New
CAN
70
Cetera Advisor Networks
California
$464K +$1.77K +69 +0.4%
SWM
71
Segment Wealth Management
Texas
$456K +$10.3K +400 +2%
PPP
72
Private Portfolio Partners
New Jersey
$411K
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$377K +$3.49K +136 +0.9%
Osaic Holdings
74
Osaic Holdings
Arizona
$373K -$23.4K -912 -6%
KAS
75
Kestra Advisory Services
Texas
$361K +$130K +5,057 +54%