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iShares iBonds Dec 2027 Term Corporate ETF

301 hedge funds and large institutions have $1.78B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

198% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 54

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

16% more capital invested

Capital invested by funds: $1.53B → $1.78B (+$251M)

11% more funds holding

Funds holding: 271301 (+30)

2.92% less ownership

Funds ownership: 77.59%74.67% (-2.9%)

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
4.34%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
46
Increased
161
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPA
76
Guidance Point Advisors
Massachusetts
$3.85M
KF
77
Krilogy Financial
Missouri
$3.84M +$104K +4,360 +3%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$3.76M +$3.76M +158,072 New
DSA
79
Droms Strauss Advisors
Missouri
$3.75M +$1.3M +54,740 +53%
NA
80
NewEdge Advisors
Louisiana
$3.7M -$25M -1,051,031 -87%
MSRI
81
Michael S. Ryan Inc
New York
$3.36M +$41.5K +1,742 +1%
ADL
82
Asset Dedication LLC
California
$3.17M +$2.62M +109,948 +446%
PA
83
Parallel Advisors
California
$3.16M +$1.23M +51,774 +64%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$3.09M +$670K +28,133 +28%
MGIA
85
Matthew Goff Investment Advisor
Texas
$3.05M -$23K -967 -0.7%
VWMG
86
Virginia Wealth Management Group
Virginia
$3.03M -$90.1K -3,785 -3%
CA
87
CGN Advisors
Kansas
$3M -$506K -21,253 -14%
FBB
88
Fulton Breakefield Broenniman
Maryland
$2.98M +$235K +9,866 +9%
EPW
89
Evergreen Private Wealth
Colorado
$2.96M +$411K +17,268 +16%
WSTAM
90
Wilbanks Smith & Thomas Asset Management
Virginia
$2.9M +$224K +9,400 +8%
FWMM
91
Foundation Wealth Management (Missouri)
Missouri
$2.83M +$2.83M +118,805 New
WI
92
WrapManager Inc
California
$2.75M +$160K +6,711 +6%
LWANC
93
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.7M +$163K +6,857 +6%
IWC
94
Integrated Wealth Concepts
Massachusetts
$2.69M -$220K -9,257 -8%
FA
95
FF Advisors
California
$2.68M +$415K +17,442 +18%
AF
96
Allworth Financial
California
$2.65M -$729K -30,622 -22%
CTWM
97
Cherry Tree Wealth Management
Minnesota
$2.64M +$648K +27,211 +33%
AI
98
Atria Investments
North Carolina
$2.57M +$153K +6,417 +6%
SWA
99
Sax Wealth Advisors
New Jersey
$2.49M +$425K +17,852 +21%
PWP
100
Precedent Wealth Partners
Texas
$2.46M +$397K +16,695 +19%