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iShares iBonds Dec 2027 Term Corporate ETF

118 hedge funds and large institutions have $602M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

74% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 27

27% more capital invested

Capital invested by funds: $474M → $602M (+$127M)

11% more funds holding

Funds holding: 106118 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6.93% less ownership

Funds ownership: 87.4%80.46% (-6.9%)

Holders
118
Holders Change
+12
Holders Change %
+11.32%
% of All Funds
1.99%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
22
Increased
47
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
51
Valley Wealth Managers
New Jersey
$1.22M +$1.24M +51,154 New
LWANC
52
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.2M -$24.2K -1,000 -2%
Stifel Financial
53
Stifel Financial
Missouri
$1.2M -$355K -14,681 -23%
FBB
54
Fulton Breakefield Broenniman
Maryland
$937K +$118K +4,900 +14%
BCPWM
55
Bradley & Co Private Wealth Management
Florida
$921K -$237K -9,803 -20%
FCA
56
FinTrust Capital Advisors
South Carolina
$904K +$92.6K +3,834 +11%
ACS
57
Archford Capital Strategies
Illinois
$885K +$24.5K +1,013 +3%
RFN
58
Redwood Financial Network
Ohio
$878K -$14.1K -584 -2%
FNB
59
Farmers National Bank
Kentucky
$866K +$60.1K +2,487 +7%
LHC
60
Little House Capital
Massachusetts
$863K +$299K +12,362 +52%
CPIA
61
Cornell Pochily Investment Advisors
New York
$779K -$324K -13,399 -29%
TCCM
62
Timber Creek Capital Management
Massachusetts
$728K -$23.9K -990 -3%
PGAM
63
Princeton Global Asset Management
New Jersey
$724K
ADL
64
Asset Dedication LLC
California
$663K
Mariner
65
Mariner
Kansas
$657K +$102K +4,211 +18%
DWT
66
Dorsey & Whitney Trust
South Dakota
$621K +$628K +26,000 New
CWM
67
Cabot Wealth Management
Massachusetts
$594K +$106K +4,389 +21%
BONH
68
Bank of New Hampshire
New Hampshire
$582K
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$568K +$209K +8,664 +57%
BEI
70
Benjamin Edwards Inc
Missouri
$525K +$64.6K +2,675 +14%
ECM
71
Exchange Capital Management
Michigan
$507K -$19.7K -815 -4%
CCWA
72
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$463K -$45.4K -1,877 -9%
CA
73
Cetera Advisors
Colorado
$458K +$3.87K +160 +0.8%
AMM
74
American Money Management
California
$457K +$242 +10 +0.1%
CAN
75
Cetera Advisor Networks
California
$447K +$2.58K +107 +0.6%