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iShares iBonds Dec 2027 Term Corporate ETF

106 hedge funds and large institutions have $474M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 26

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $379M → $474M (+$95.1M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more ownership

Funds ownership: 68.4%87.4% (+19%)

5% more funds holding

Funds holding: 101106 (+5)

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
13
Increased
51
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$20K +$11.9K +465 +137%
IA
102
IFP Advisors
Florida
$18K +$19.6K +763 New
PFS
103
Prospera Financial Services
Texas
$17K +$17.9K +700 New
FNBOSM
104
First National Bank of South Miami
Florida
$16K
HNB
105
Huntington National Bank
Ohio
$14K
FHA
106
First Horizon Advisors
Tennessee
$14K +$13.9K +543 New
Fidelity Investments
107
Fidelity Investments
Massachusetts
$11K +$9.33K +364 +569%
FGAM
108
Financial Gravity Asset Management
Texas
$3.1K -$205 -8 -7%
BlackRock
109
BlackRock
New York
$1K
SWM
110
Spire Wealth Management
Virginia
$1K
WGCA
111
Wolf Group Capital Advisors
Virginia
-$551K -20,748 Closed
DADC
112
D.A. Davidson & Co
Montana
-$409K -15,400 Closed
SFO
113
Stokes Family Office
Louisiana
-$259K -9,750 Closed
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
-$206K -7,744 Closed
1SB
115
1ST Source Bank
Indiana
-$205K -7,733 Closed
CFCI
116
Comprehensive Financial Consultants Institutional
Indiana
-$93K -3,650 Closed
TAM
117
Tucker Asset Management
Colorado
-$45.3K -1,705 Closed
Bessemer Group
118
Bessemer Group
New Jersey
-$4K -132 Closed
MCC
119
Money Concepts Capital
Florida
+$103 +4 New