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iShares iBonds Dec 2027 Term Corporate ETF

306 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 188 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 43

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $1.78B → $1.91B (+$126M)

2% more funds holding

Funds holding: 301306 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.09% less ownership

Funds ownership: 74.67%73.57% (-1.1%)

Holders
306
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
4.42%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
26
Increased
188
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
76
Confluence Investment Management
Missouri
$4.01M -$34.4K -1,455 -0.9%
DSA
77
Droms Strauss Advisors
Missouri
$3.88M +$140K +5,912 +4%
KF
78
Krilogy Financial
Missouri
$3.86M +$30.1K +1,274 +0.8%
SG
79
Strid Group
Pennsylvania
$3.79M +$2.07M +87,365 +121%
NA
80
NewEdge Advisors
Louisiana
$3.79M +$97.6K +4,128 +3%
NG
81
Northstar Group
New York
$3.46M
MSRI
82
Michael S. Ryan Inc
New York
$3.35M +$6.6K +279 +0.2%
AF
83
Allworth Financial
California
$3.26M +$597K +25,226 +23%
CA
84
CGN Advisors
Kansas
$3.22M +$221K +9,346 +7%
PA
85
Parallel Advisors
California
$3.21M +$61.8K +2,614 +2%
ADL
86
Asset Dedication LLC
California
$3.19M -$2.22K -94 -0.1%
SWA
87
Sax Wealth Advisors
New Jersey
$3.06M +$582K +24,595 +24%
CTWM
88
Cherry Tree Wealth Management
Minnesota
$3.04M +$410K +17,348 +16%
MGIA
89
Matthew Goff Investment Advisor
Texas
$3.02M -$24.4K -1,031 -0.8%
CA
90
Clearstead Advisors
Ohio
$3.02M +$3.01M +127,159 New
FBB
91
Fulton Breakefield Broenniman
Maryland
$3.01M +$39.1K +1,653 +1%
VWMG
92
Virginia Wealth Management Group
Virginia
$3.01M -$3.01M -127,120 Closed
WI
93
WrapManager Inc
California
$3M +$258K +10,894 +9%
EPW
94
Evergreen Private Wealth
Colorado
$2.92M -$23.6K -996 -0.8%
FWMM
95
Foundation Wealth Management (Missouri)
Missouri
$2.87M +$47.2K +1,995 +2%
PWP
96
Precedent Wealth Partners
Texas
$2.84M +$380K +16,051 +16%
FCM
97
Fortis Capital Management
Washington
$2.81M +$944K +39,927 +51%
LWANC
98
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.79M +$89.7K +3,791 +3%
IWC
99
Integrated Wealth Concepts
Massachusetts
$2.65M -$33.9K -1,432 -1%
FA
100
FF Advisors
California
$2.64M -$28.9K -1,223 -1%