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iShares iBonds Dec 2027 Term Corporate ETF

89 hedge funds and large institutions have $343M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 22

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

12% more capital invested

Capital invested by funds: $307M → $343M (+$35.8M)

2% more funds holding

Funds holding: 8789 (+2)

1.32% less ownership

Funds ownership: 71.51%70.18% (-1.3%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
44
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
76
Wells Financial Advisors
Massachusetts
$101K
KOCAA
77
Knights of Columbus Asset Advisors
Connecticut
$99K
M
78
MOTCO
Texas
$81K
HNB
79
Huntington National Bank
Ohio
$76K
APA
80
American Portfolios Advisors
New York
$65.3K +$9.03K +335 +16%
PP
81
Prosperity Planning
Missouri
$51K
BFEC
82
Benjamin F. Edwards & Company
Missouri
$39K -$862 -32 -2%
AF
83
Allworth Financial
California
$35K
CAAS
84
Capital Asset Advisory Services
Michigan
$28K +$27.4K +1,018 New
FGAM
85
Financial Gravity Asset Management
Texas
$27K +$5.93K +220 New
FNBOSM
86
First National Bank of South Miami
Florida
$22K +$12.9K +480 +140%
HI
87
Harbour Investments
Wisconsin
$20K +$647 +24 +3%
ASN
88
Advisory Services Network
Georgia
$9K +$9.46K +351 New
LWP
89
Lumature Wealth Partners
Georgia
$3K +$2.67K +99 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$2K
SWM
91
Spire Wealth Management
Virginia
$1K
DAC
92
Dividend Assets Capital
South Carolina
$1K +$782 +29 New
Wolverine Trading
93
Wolverine Trading
Illinois
-$1.55M -58,148 Closed
FNB
94
Farmers National Bank
Kentucky
-$648K -24,261 Closed
PAG
95
Private Advisor Group
New Jersey
-$476K -17,806 Closed
JHCP
96
Jackson Hole Capital Partners
Oklahoma
-$204K -7,620 Closed
RG
97
Retirement Group
California
-$63K -2,376 Closed
MFT
98
Moisand Fitzgerald Tamayo
Florida
-$7K -252 Closed
AIC
99
Ameritas Investment Company
Nebraska
-$615 -23 Closed
RW
100
RVW Wealth
California
+$123K +4,551 +33%