We are live on ! Find out more
IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

306 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 188 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 43

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $1.78B → $1.91B (+$126M)

2% more funds holding

Funds holding: 301306 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.09% less ownership

Funds ownership: 74.67%73.57% (-1.1%)

Holders
306
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
4.42%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
26
Increased
188
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
51
PFG Private Wealth Management
Florida
$7.27M +$107K +4,522 +1%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$7.21M +$1.77M +74,974 +33%
PWS
53
Peloton Wealth Strategists
Indiana
$7.08M +$195K +8,250 +3%
SA
54
Sanctuary Advisors
Indiana
$6.69M +$6.72M +283,990 New
BPA
55
Beacon Pointe Advisors
California
$6.34M +$644K +27,222 +11%
SWMG
56
Signature Wealth Management Group
Georgia
$6.08M +$34.4K +1,456 +0.6%
PA
57
Probity Advisors
Texas
$5.95M +$1.59M +67,181 +37%
AIA
58
Arcadia Investment Advisors
Idaho
$5.93M -$17.1K -725 -0.3%
IA
59
IFP Advisors
Florida
$5.68M +$408K +17,251 +8%
PRWA
60
Platte River Wealth Advisors
Colorado
$5.61M -$1.12M -47,234 -17%
SSB
61
Sandy Spring Bank
Maryland
$5.51M -$49.4K -2,091 -0.9%
Creative Planning
62
Creative Planning
Kansas
$5.5M +$1.19M +50,117 +28%
ST
63
Spinnaker Trust
Maine
$5.32M +$1.17M +49,596 +28%
MA
64
MCF Advisors
Kentucky
$5.27M +$97.5K +4,121 +2%
SWP
65
Stratos Wealth Partners
Ohio
$4.97M
PWM
66
Praetorian Wealth Management
California
$4.81M +$263K +11,140 +6%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$4.8M -$299K -12,649 -6%
Osaic Holdings
68
Osaic Holdings
Arizona
$4.54M +$618K +26,119 +16%
GPA
69
Guidance Point Advisors
Massachusetts
$4.49M
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$4.34M +$1.26M +53,160 +41%
4FG
71
4Thought Financial Group
New York
$4.33M +$223K +9,412 +5%
HFRG
72
Houlihan Financial Resource Group
Virginia
$4.32M +$195K +8,253 +5%
TF
73
TLWM Financial
Texas
$4.31M -$4.33M -183,268 Closed
RF
74
Robbins Farley
New Hampshire
$4.1M +$117K +4,944 +3%
KNW
75
Kesler Norman & Wride
Utah
$4.1M +$224K +9,483 +6%