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iShares iBonds Dec 2027 Term Corporate ETF

301 hedge funds and large institutions have $1.78B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

198% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 54

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

16% more capital invested

Capital invested by funds: $1.53B → $1.78B (+$251M)

11% more funds holding

Funds holding: 271301 (+30)

2.92% less ownership

Funds ownership: 77.59%74.67% (-2.9%)

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
4.34%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
46
Increased
161
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
51
Howland Capital Management
Massachusetts
$7.03M +$2.32M +97,341 +49%
PWS
52
Peloton Wealth Strategists
Indiana
$6.9M +$363K +15,245 +6%
PRWA
53
Platte River Wealth Advisors
Colorado
$6.75M +$340K +14,301 +5%
LWM
54
Lyell Wealth Management
California
$6.65M +$1.51M +63,256 +29%
SWMG
55
Signature Wealth Management Group
Georgia
$5.99M -$14.9K -625 -0.2%
AIA
56
Arcadia Investment Advisors
Idaho
$5.96M +$178K +7,466 +3%
BPA
57
Beacon Pointe Advisors
California
$5.71M +$1.13M +47,665 +25%
SSB
58
Sandy Spring Bank
Maryland
$5.57M +$128K +5,390 +2%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$5.45M +$1.69M +71,020 +45%
IA
60
IFP Advisors
Florida
$5.29M +$296K +12,417 +6%
MA
61
MCF Advisors
Kentucky
$5.19M +$159K +6,663 +3%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$5.12M -$1.72M -72,188 -25%
PWM
63
Praetorian Wealth Management
California
$4.56M +$200K +8,386 +5%
PA
64
Probity Advisors
Texas
$4.36M +$2M +83,863 +84%
TF
65
TLWM Financial
Texas
$4.36M -$64.2K -2,695 -1%
Creative Planning
66
Creative Planning
Kansas
$4.32M +$659K +27,670 +18%
ST
67
Spinnaker Trust
Maine
$4.16M +$1.23M +51,633 +42%
HFRG
68
Houlihan Financial Resource Group
Virginia
$4.14M +$567K +23,802 +16%
4FG
69
4Thought Financial Group
New York
$4.12M +$508K +21,335 +14%
CIM
70
Confluence Investment Management
Missouri
$4.06M -$26.1K -1,096 -0.6%
SWP
71
Stratos Wealth Partners
Ohio
$4.02M
RF
72
Robbins Farley
New Hampshire
$4M +$2.24K +94 +0.1%
GAA
73
Global Assets Advisory
Florida
$3.96M +$2.23M +93,757 New
Osaic Holdings
74
Osaic Holdings
Arizona
$3.93M +$434K +18,242 +12%
KNW
75
Kesler Norman & Wride
Utah
$3.88M +$1.08M +45,190 +38%