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iShares iBonds Dec 2027 Term Corporate ETF

128 hedge funds and large institutions have $691M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

121% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 28

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

15% more capital invested

Capital invested by funds: $602M → $691M (+$89.2M)

8% more funds holding

Funds holding: 118128 (+10)

0.82% less ownership

Funds ownership: 80.46%79.65% (-0.82%)

Holders
128
Holders Change
+10
Holders Change %
+8.47%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
16
Increased
62
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
76
Benjamin Edwards Inc
Missouri
$540K +$34.7K +1,453 +7%
MA
77
MCF Advisors
Kentucky
$532K +$251K +10,510 +83%
KTC
78
Kistler-Tiffany Companies
Pennsylvania
$504K +$524K +21,918 New
ECM
79
Exchange Capital Management
Michigan
$489K
LC
80
Legacy CG
Texas
$488K -$2.74M -114,610 -84%
AMM
81
American Money Management
California
$480K +$40.9K +1,711 +9%
FIB
82
First Interstate Bank
Montana
$467K +$74.1K +3,100 +18%
CCWA
83
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$446K +$263 +11 +0.1%
CA
84
Cetera Advisors
Colorado
$441K
CAN
85
Cetera Advisor Networks
California
$434K +$3.2K +134 +0.7%
SWM
86
Segment Wealth Management
Texas
$421K
AWM
87
Alterna Wealth Management
Texas
$412K
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$412K +$428K +17,909 New
Osaic Holdings
89
Osaic Holdings
Arizona
$411K +$33.9K +1,418 +9%
KAS
90
Kestra Advisory Services
Texas
$385K +$46.2K +1,932 +13%
SCA
91
Snowden Capital Advisors
New York
$376K -$55.7K -2,332 -12%
Citadel Advisors
92
Citadel Advisors
Florida
$375K +$390K +16,314 New
CWS
93
Cypress Wealth Services
California
$324K
TB
94
Treynor Bancshares
Iowa
$313K
MA
95
Mutual Advisors
Nebraska
$279K +$30.8K +1,291 +12%
VVP
96
Venture Visionary Partners
Ohio
$271K +$282K +11,796 New
FMWA
97
Forvis Mazars Wealth Advisors
Missouri
$267K
TFS
98
Thoroughbred Financial Services
Tennessee
$240K +$250K +10,476 New
HGERS
99
Householder Group Estate & Retirement Specialist
Arizona
$238K -$2.44K -102 -1%
RBC
100
Roble Belko & Company
Pennsylvania
$225K