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iShares iBonds Dec 2027 Term Corporate ETF

106 hedge funds and large institutions have $474M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 26

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $379M → $474M (+$95.1M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more ownership

Funds ownership: 68.4%87.4% (+19%)

5% more funds holding

Funds holding: 101106 (+5)

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
13
Increased
51
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
76
RVW Wealth
California
$357K +$73.2K +2,855 +25%
CWS
77
Cypress Wealth Services
California
$352K
FMWA
78
Forvis Mazars Wealth Advisors
Missouri
$352K
TB
79
Treynor Bancshares
Iowa
$339K
MA
80
MCF Advisors
Kentucky
$314K +$323K +12,605 New
HGERS
81
Householder Group Estate & Retirement Specialist
Arizona
$282K -$5.85K -228 -2%
RBC
82
Roble Belko & Company
Pennsylvania
$244K
WWM
83
Western Wealth Management
Colorado
$236K +$121K +4,716 New
FFIC
84
First Fiduciary Investment Counsel
Ohio
$226K
FPAS
85
Focus Partners Advisor Solutions
Missouri
$214K +$2.54K +99 +1%
TFS
86
Thoroughbred Financial Services
Tennessee
$206K +$103 +4 +0%
BWM
87
BerganKDV Wealth Management
Minnesota
$147K
WFA
88
Wells Financial Advisors
Massachusetts
$143K
APA
89
American Portfolios Advisors
New York
$130K +$71.5K +2,790 +116%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$124K -$14.3K -558 -10%
FPS
91
Fieldpoint Private Securities
Connecticut
$113K
OHWP
92
Oak Harbor Wealth Partners
North Carolina
$106K +$12.3K +481 +13%
KOCAA
93
Knights of Columbus Asset Advisors
Connecticut
$91K
GWM
94
Geneos Wealth Management
Colorado
$84K
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$59.1K +$1.39K +54 +2%
PP
96
Prosperity Planning
Missouri
$47K
ANBT
97
American National Bank & Trust
Texas
$36K
BFEC
98
Benjamin F. Edwards & Company
Missouri
$36K
AF
99
Allworth Financial
California
$32K
M
100
MOTCO
Texas
$25K -$27.3K -1,065 -52%