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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.

New
Increased
Maintained
Reduced
Closed

316% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 19

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

30% more capital invested

Capital invested by funds: $691M → $900M (+$209M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

15% more funds holding

Funds holding: 128147 (+19)

0.62% less ownership

Funds ownership: 79.65%79.03% (-0.62%)

Holders
147
Holders Change
+19
Holders Change %
+14.84%
% of All Funds
2.36%
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 Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$2.79M +$3.14M +135,310 New
LWM
52
Lyell Wealth Management
California
$2.71M +$733K +31,607 +38%
CP
53
Camelot Portfolios
Ohio
$2.33M +$311K +13,424 +16%
ABC
54
Associated Banc-Corp
Wisconsin
$2.31M +$49.5K +2,135 +2%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.26M +$922K +39,761 +70%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$2.23M +$62.8K +2,709 +3%
CTC
57
Central Trust Company
Missouri
$1.87M +$101K +4,365 +6%
UCFA
58
United Capital Financial Advisors
Texas
$1.85M +$81.2K +3,503 +5%
KTM
59
Keeler Thomas Management
Utah
$1.81M
SCA
60
Snowden Capital Advisors
New York
$1.77M -$380K -16,381 Closed
OMC
61
Old Mission Capital
Illinois
$1.69M +$695K +29,981 +71%
KNW
62
Kesler Norman & Wride
Utah
$1.69M -$46.1K -1,989 -3%
WI
63
WrapManager Inc
California
$1.63M -$287K -12,373 -15%
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.6M +$445K +19,200 +39%
FBB
65
Fulton Breakefield Broenniman
Maryland
$1.47M +$112K +4,818 +8%
Osaic Holdings
66
Osaic Holdings
Arizona
$1.46M +$1.03M +44,393 +248%
VWM
67
Valley Wealth Managers
New Jersey
$1.44M +$80.9K +3,488 +6%
KF
68
Krilogy Financial
Missouri
$1.43M -$1.76M -76,009 -55%
GDP
69
Great Diamond Partners
Maine
$1.39M +$1.38M +59,342 New
FCA
70
FinTrust Capital Advisors
South Carolina
$1.2M +$165K +7,126 +16%
ACS
71
Archford Capital Strategies
Illinois
$1.16M +$294K +12,670 +34%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$1.12M +$700K +30,194 +169%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$1.09M -$2.57M -111,009 -70%
HA
74
Hamel Associates
New Jersey
$1.02M +$1.02M +43,840 New
Stifel Financial
75
Stifel Financial
Missouri
$1.01M -$391K -16,877 -28%