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iShares iBonds Dec 2027 Term Corporate ETF

87 hedge funds and large institutions have $307M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 17

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

4% more funds holding

Funds holding: 8487 (+3)

4% more capital invested

Capital invested by funds: $295M → $307M (+$11.8M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.68% less ownership

Funds ownership: 72.19%71.51% (-0.68%)

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
39
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M
76
MOTCO
Texas
$80K
RG
77
Retirement Group
California
$63K -$55.9K -2,055 -46%
APA
78
American Portfolios Advisors
New York
$55.6K +$10.1K +370 +22%
PP
79
Prosperity Planning
Missouri
$50K
BFEC
80
Benjamin F. Edwards & Company
Missouri
$39K -$2.86K -105 -7%
AF
81
Allworth Financial
California
$35K
LWANC
82
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K +$27.2K +1,000 New
HI
83
Harbour Investments
Wisconsin
$19K +$19.6K +719 New
FNBOSM
84
First National Bank of South Miami
Florida
$9K
MFT
85
Moisand Fitzgerald Tamayo
Florida
$7K
Fidelity Investments
86
Fidelity Investments
Massachusetts
$2K
SWM
87
Spire Wealth Management
Virginia
$1K +$1.33K +49 New
AIC
88
Ameritas Investment Company
Nebraska
$615 +$626 +23 New
MIH
89
Meitav Investment House
Israel
$298 +$304K +11,164 New
BOPW
90
Brandywine Oak Private Wealth
Pennsylvania
-$14.5M -527,014 Closed
ABC
91
Associated Banc-Corp
Wisconsin
-$605K -21,961 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
-$594K -21,549 Closed
AAM
93
Autus Asset Management
Arizona
-$228K -8,300 Closed
VNA
94
Valley National Advisers
Pennsylvania
-$150K -5,453 Closed
CAAS
95
Capital Asset Advisory Services
Michigan
-$27K -970 Closed
SFS
96
Sowell Financial Services
Arkansas
-$26K -961 Closed
BBHC
97
Brown Brothers Harriman & Co
New York
-$14K -490 Closed
CFA
98
Carroll Financial Associates
North Carolina
-$10K -391 Closed
ASN
99
Advisory Services Network
Georgia
-$10K -351 Closed
FHA
100
First Horizon Advisors
Tennessee
+$708 +26 New