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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.

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
4.36%
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 Market Value Shares Shares
Change
Shares
Change %
GPA
76
Guidance Point Advisors
Massachusetts
KF
77
Krilogy Financial
Missouri
$3.84M 161,269 +4,360 +3%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$3.76M 158,072 +158,072 New
DSA
79
Droms Strauss Advisors
Missouri
$3.75M 157,602 +54,740 +53%
NA
80
NewEdge Advisors
Louisiana
$3.7M 155,436 -1,051,031 -87%
MSRI
81
Michael S. Ryan Inc
New York
$3.36M 141,037 +1,742 +1%
ADL
82
Asset Dedication LLC
California
$3.17M 134,585 +109,948 +446%
PA
83
Parallel Advisors
California
$3.16M 132,572 +51,774 +64%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$3.09M 129,703 +28,133 +28%
MGIA
85
Matthew Goff Investment Advisor
Texas
$3.05M 128,210 -967 -0.7%
VWMG
86
Virginia Wealth Management Group
Virginia
$3.03M 127,120 -3,785 -3%
CA
87
CGN Advisors
Kansas
$3M 126,232 -21,253 -14%
FBB
88
Fulton Breakefield Broenniman
Maryland
$2.98M 125,284 +9,866 +9%
EPW
89
Evergreen Private Wealth
Colorado
$2.96M 124,211 +17,268 +16%
WSTAM
90
Wilbanks Smith & Thomas Asset Management
Virginia
$2.9M 121,813 +9,400 +8%
FWMM
91
Foundation Wealth Management (Missouri)
Missouri
$2.83M 118,805 +118,805 New
WI
92
WrapManager Inc
California
$2.75M 115,463 +6,711 +6%
LWANC
93
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.7M 113,615 +6,857 +6%
IWC
94
Integrated Wealth Concepts
Massachusetts
$2.69M 113,135 -9,257 -8%
FA
95
FF Advisors
California
$2.68M 112,590 +17,442 +18%
AF
96
Allworth Financial
California
$2.65M 111,372 -30,622 -22%
CTWM
97
Cherry Tree Wealth Management
Minnesota
$2.64M 110,770 +27,211 +33%
AI
98
Atria Investments
North Carolina
$2.57M 107,778 +6,417 +6%
SWA
99
Sax Wealth Advisors
New Jersey
$2.49M 104,529 +17,852 +21%
PWP
100
Precedent Wealth Partners
Texas
$2.46M 103,425 +16,695 +19%