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iShares iBonds Dec 2027 Term Corporate ETF

128 hedge funds and large institutions have $691M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

121% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 28

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

15% more capital invested

Capital invested by funds: $602M → $691M (+$89.2M)

8% more funds holding

Funds holding: 118128 (+10)

0.82% less ownership

Funds ownership: 80.46%79.65% (-0.82%)

Holders
128
Holders Change
+10
Holders Change %
+8.47%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
16
Increased
62
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$1.74M +$92K +3,851 +5%
KNW
52
Kesler Norman & Wride
Utah
$1.71M -$115K -4,824 -6%
Stifel Financial
53
Stifel Financial
Missouri
$1.38M +$232K +9,715 +19%
VWM
54
Valley Wealth Managers
New Jersey
$1.33M +$164K +6,879 +13%
FBB
55
Fulton Breakefield Broenniman
Maryland
$1.33M +$446K +18,665 +48%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.31M +$1.36M +57,003 New
LWANC
57
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.13M -$23.9K -1,000 -2%
FCA
58
FinTrust Capital Advisors
South Carolina
$1.01M +$171K +7,173 +19%
OMC
59
Old Mission Capital
Illinois
$972K +$571K +23,890 +130%
CPIA
60
Cornell Pochily Investment Advisors
New York
$898K +$152K +6,382 +20%
LHC
61
Little House Capital
Massachusetts
$897K +$67.8K +2,838 +8%
RW
62
RVW Wealth
California
$874K +$908K +37,991 New
Creative Planning
63
Creative Planning
Kansas
$867K +$533K +22,313 +145%
ACS
64
Archford Capital Strategies
Illinois
$851K -$1.5K -63 -0.2%
FNB
65
Farmers National Bank
Kentucky
$846K +$12.4K +520 +1%
RFN
66
Redwood Financial Network
Ohio
$844K -$2.63K -110 -0.3%
TCCM
67
Timber Creek Capital Management
Massachusetts
$709K +$8.36K +350 +1%
PGAM
68
Princeton Global Asset Management
New Jersey
$697K
ADL
69
Asset Dedication LLC
California
$624K -$13.8K -576 -2%
APA
70
American Portfolios Advisors
New York
$612K +$505K +21,142 +388%
DWT
71
Dorsey & Whitney Trust
South Dakota
$598K
MIH
72
Meitav Investment House
Israel
$583K +$605K +25,305 New
Mariner
73
Mariner
Kansas
$578K -$57K -2,384 -9%
CWM
74
Cabot Wealth Management
Massachusetts
$573K +$1.39K +58 +0.2%
BONH
75
Bank of New Hampshire
New Hampshire
$541K -$20.3K -850 -3%