IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

147 hedge funds and large institutions have $900M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
147
Holders Change
+19
Holders Change %
+14.84%
% of All Funds
2.37%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
34
Increased
79
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$2.79M 135,310 +135,310 New
LWM
52
Lyell Wealth Management
California
$2.71M 115,837 +31,607 +38%
CP
53
Camelot Portfolios
Ohio
$2.33M 99,599 +13,424 +16%
ABC
54
Associated Banc-Corp
Wisconsin
$2.31M 98,728 +2,135 +2%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.26M 96,764 +39,761 +70%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$2.23M 95,383 +2,709 +3%
CTC
57
Central Trust Company
Missouri
$1.87M 79,829 +4,365 +6%
UCFA
58
United Capital Financial Advisors
Texas
$1.85M 78,983 +3,503 +5%
KTM
59
Keeler Thomas Management
Utah
SCA
60
Snowden Capital Advisors
New York
-16,381 Closed
OMC
61
Old Mission Capital
Illinois
$1.69M 72,230 +29,981 +71%
KNW
62
Kesler Norman & Wride
Utah
$1.69M 72,178 -1,989 -3%
WI
63
WrapManager Inc
California
$1.63M 69,542 -12,373 -15%
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.6M 68,470 +19,200 +39%
FBB
65
Fulton Breakefield Broenniman
Maryland
$1.47M 62,718 +4,818 +8%
Osaic Holdings
66
Osaic Holdings
Arizona
$1.46M 62,260 +44,393 +248%
VWM
67
Valley Wealth Managers
New Jersey
$1.44M 61,521 +3,488 +6%
KF
68
Krilogy Financial
Missouri
$1.43M 61,072 -76,009 -55%
GDP
69
Great Diamond Partners
Maine
$1.39M 59,342 +59,342 New
FCA
70
FinTrust Capital Advisors
South Carolina
$1.2M 51,554 +7,126 +16%
ACS
71
Archford Capital Strategies
Illinois
$1.16M 49,668 +12,670 +34%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$1.12M 48,103 +30,194 +169%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$1.09M 46,603 -111,009 -70%
HA
74
Hamel Associates
New Jersey
$1.02M 43,840 +43,840 New
Stifel Financial
75
Stifel Financial
Missouri
$1.01M 43,088 -16,877 -28%