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iShares iBonds Dec 2027 Term Corporate ETF

271 hedge funds and large institutions have $1.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 129 increasing their positions, 47 reducing their positions, and 8 closing their positions.

Holders
271
Holders Change
+59
Holders Change %
+27.83%
% of All Funds
3.97%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
68
Increased
129
Reduced
47
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
51
Sandy Spring Bank
Maryland
$5.47M -$47.5K -1,985 -0.9%
LWM
52
Lyell Wealth Management
California
$5.18M +$1.15M +47,916 +28%
WCM
53
Windsor Capital Management
Arizona
$5.09M +$4.57M +190,982 +879%
MA
54
MCF Advisors
Kentucky
$5.06M +$72.1K +3,014 +1%
IA
55
IFP Advisors
Florida
$5.02M +$2.53M +105,563 +101%
HCM
56
Howland Capital Management
Massachusetts
$4.74M +$996K +41,617 +27%
BPA
57
Beacon Pointe Advisors
California
$4.6M +$1.03M +43,084 +29%
TF
58
TLWM Financial
Texas
$4.45M -$23.1K -965 -0.5%
PWM
59
Praetorian Wealth Management
California
$4.39M +$38.4K +1,604 +0.9%
GT
60
Glenview Trust
Kentucky
$4.32M +$1.89M +79,091 +78%
CIM
61
Confluence Investment Management
Missouri
$4.11M -$210K -8,761 -5%
RF
62
Robbins Farley
New Hampshire
$4.02M +$101K +4,214 +3%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$3.78M +$2.68M +112,159 +246%
KF
64
Krilogy Financial
Missouri
$3.75M +$131K +5,463 +4%
GPA
65
Guidance Point Advisors
Massachusetts
$3.69M -$2.89M
Creative Planning
66
Creative Planning
Kansas
$3.68M +$2.17M +90,561 +143%
4FG
67
4Thought Financial Group
New York
$3.63M -$69K -2,885 -2%
HFRG
68
Houlihan Financial Resource Group
Virginia
$3.59M +$1.12M +46,744 +45%
CA
69
CGN Advisors
Kansas
$3.53M -$577K -24,097 -14%
Osaic Holdings
70
Osaic Holdings
Arizona
$3.52M +$1.21M +50,402 +52%
AF
71
Allworth Financial
California
$3.4M +$2.87M +120,056 +547%
MSRI
72
Michael S. Ryan Inc
New York
$3.33M +$94K +3,929 +3%
VWMG
73
Virginia Wealth Management Group
Virginia
$3.13M -$55.6K -2,325 -2%
MGIA
74
Matthew Goff Investment Advisor
Texas
$3.09M -$943K -39,424 -23%
WWM
75
WJ Wealth Management
Arizona
$3.09M +$3.09M +128,963 New