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iShares iBonds Dec 2027 Term Corporate ETF

118 hedge funds and large institutions have $602M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

74% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 27

27% more capital invested

Capital invested by funds: $474M → $602M (+$127M)

11% more funds holding

Funds holding: 106118 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6.93% less ownership

Funds ownership: 87.4%80.46% (-6.9%)

Holders
118
Holders Change
+12
Holders Change %
+11.32%
% of All Funds
1.99%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
22
Increased
47
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
76
Snowden Capital Advisors
New York
$446K +$452K +18,713 New
OMC
77
Old Mission Capital
Illinois
$438K +$444K +18,359 New
SWM
78
Segment Wealth Management
Texas
$437K
FIB
79
First Interstate Bank
Montana
$411K +$416K +17,201 New
Osaic Holdings
80
Osaic Holdings
Arizona
$392K +$36.6K +1,516 +10%
Creative Planning
81
Creative Planning
Kansas
$368K +$372K +15,403 New
KAS
82
Kestra Advisory Services
Texas
$353K +$8.21K +340 +2%
FMWA
83
Forvis Mazars Wealth Advisors
Missouri
$338K
CWS
84
Cypress Wealth Services
California
$337K
TB
85
Treynor Bancshares
Iowa
$325K
MA
86
MCF Advisors
Kentucky
$301K
JP Morgan Chase
87
JP Morgan Chase
New York
$286K +$290K +11,984 New
HCM
88
Hengehold Capital Management
Ohio
$280K +$283K +11,725 New
MA
89
Mutual Advisors
Nebraska
$259K +$262K +10,836 New
HGERS
90
Householder Group Estate & Retirement Specialist
Arizona
$250K -$20.3K -839 -7%
RBC
91
Roble Belko & Company
Pennsylvania
$233K
WWM
92
Western Wealth Management
Colorado
$225K
FFIC
93
First Fiduciary Investment Counsel
Ohio
$216K
FPAS
94
Focus Partners Advisor Solutions
Missouri
$205K
HI
95
Harbour Investments
Wisconsin
$167K +$169K +6,986 New
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$151K +$32.5K +1,345 +27%
BWM
97
BerganKDV Wealth Management
Minnesota
$141K
WFA
98
Wells Financial Advisors
Massachusetts
$137K
APA
99
American Portfolios Advisors
New York
$130K +$5.8K +240 +5%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$128K +$130K +5,389 New