We are live on ! Find out more
IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

312 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 186 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 47

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

2% more funds holding

Funds holding: 306312 (+6)

5% more capital invested

Capital invested by funds: $1.91B → $2B (+$91.9M)

1.4% less ownership

Funds ownership: 73.57%72.18% (-1.4%)

Holders
312
Holders Change
+6
Holders Change %
+1.96%
% of All Funds
4.48%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
28
Increased
186
Reduced
47
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPA
76
Guidance Point Advisors
Massachusetts
$4.41M
RF
77
Robbins Farley
New Hampshire
$4.41M +$191K +7,925 +5%
DSA
78
Droms Strauss Advisors
Missouri
$4.11M +$127K +5,277 +3%
NA
79
NewEdge Advisors
Louisiana
$4.06M +$166K +6,891 +4%
CIM
80
Confluence Investment Management
Missouri
$4M -$122K -5,042 -3%
KNW
81
Kesler Norman & Wride
Utah
$3.96M -$244K -10,110 -6%
SWA
82
Sax Wealth Advisors
New Jersey
$3.76M +$603K +25,039 +19%
CTWM
83
Cherry Tree Wealth Management
Minnesota
$3.69M +$566K +23,469 +18%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$3.61M +$1.25M +52,000 +54%
CA
85
CGN Advisors
Kansas
$3.48M +$179K +7,425 +5%
MSRI
86
Michael S. Ryan Inc
New York
$3.45M +$11K +457 +0.3%
FBB
87
Fulton Breakefield Broenniman
Maryland
$3.42M +$322K +13,379 +11%
PWP
88
Precedent Wealth Partners
Texas
$3.38M +$468K +19,412 +16%
KF
89
Krilogy Financial
Missouri
$3.36M -$592K -24,551 -15%
AF
90
Allworth Financial
California
$3.34M +$9.54K +396 +0.3%
SG
91
Strid Group
Pennsylvania
$3.33M -$558K -23,150 -14%
FNT
92
First National Trust
Pennsylvania
$3.3M +$2.33M +96,546 +247%
VWMG
93
Virginia Wealth Management Group
Virginia
$3.29M +$3.26M +135,120 New
SWA
94
Sightline Wealth Advisors
Connecticut
$3.29M +$1.21M +50,199 +59%
WI
95
WrapManager Inc
California
$3.22M +$135K +5,595 +4%
FCM
96
Fortis Capital Management
Washington
$3.16M +$274K +11,373 +10%
SFB
97
STAR Financial Bank
Indiana
$3.15M +$1.46M +60,733 +89%
MGIA
98
Matthew Goff Investment Advisor
Texas
$3.08M -$18.2K -754 -0.6%
IWC
99
Integrated Wealth Concepts
Massachusetts
$3.08M +$353K +14,656 +13%
LWANC
100
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.07M +$209K +8,687 +7%