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iShares iBonds Dec 2027 Term Corporate ETF

312 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 186 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 47

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

2% more funds holding

Funds holding: 306312 (+6)

5% more capital invested

Capital invested by funds: $1.91B → $2B (+$91.9M)

1.4% less ownership

Funds ownership: 73.57%72.18% (-1.4%)

Holders
312
Holders Change
+6
Holders Change %
+1.96%
% of All Funds
4.48%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
28
Increased
186
Reduced
47
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
Lyell Wealth Management
California
$8.44M +$881K +36,563 +12%
HA
52
Hamel Associates
New Jersey
$7.83M +$131K +5,434 +2%
PPWM
53
PFG Private Wealth Management
Florida
$7.49M +$26.3K +1,090 +0.4%
BPA
54
Beacon Pointe Advisors
California
$7.17M +$653K +27,115 +10%
PWS
55
Peloton Wealth Strategists
Indiana
$7.12M -$147K -6,105 -2%
Creative Planning
56
Creative Planning
Kansas
$7.03M +$1.37M +56,661 +24%
PA
57
Probity Advisors
Texas
$6.94M +$820K +34,044 +14%
SWMG
58
Signature Wealth Management Group
Georgia
$6.3M +$51.6K +2,142 +0.8%
AIA
59
Arcadia Investment Advisors
Idaho
$6.29M +$198K +8,224 +3%
ST
60
Spinnaker Trust
Maine
$5.95M +$480K +19,929 +9%
IA
61
IFP Advisors
Florida
$5.95M +$112K +4,657 +2%
SCM
62
Spreng Capital Management
Ohio
$5.81M
SSB
63
Sandy Spring Bank
Maryland
$5.78M +$127K +5,283 +2%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$5.69M +$1.22M +50,684 +28%
SWP
65
Stratos Wealth Partners
Ohio
$5.68M
MA
66
MCF Advisors
Kentucky
$5.44M +$24.1K +998 +0.4%
HFRG
67
Houlihan Financial Resource Group
Virginia
$5.08M +$628K +26,079 +14%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$4.99M +$55.4K +2,297 +1%
PWM
69
Praetorian Wealth Management
California
$4.99M +$43.2K +1,793 +0.9%
PRWA
70
Platte River Wealth Advisors
Colorado
$4.83M -$916K -37,990 -16%
PA
71
Parallel Advisors
California
$4.79M +$1.48M +61,366 +45%
Osaic Holdings
72
Osaic Holdings
Arizona
$4.65M -$8.94K -371 -0.2%
NG
73
Northstar Group
New York
$4.51M
4FG
74
4Thought Financial Group
New York
$4.51M +$61.9K +2,567 +1%
TF
75
TLWM Financial
Texas
$4.41M +$4.36M +181,042 New