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iShares iBonds Dec 2027 Term Corporate ETF

118 hedge funds and large institutions have $602M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

74% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 27

27% more capital invested

Capital invested by funds: $474M → $602M (+$127M)

11% more funds holding

Funds holding: 106118 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6.93% less ownership

Funds ownership: 87.4%80.46% (-6.9%)

Holders
118
Holders Change
+12
Holders Change %
+11.32%
% of All Funds
1.99%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
22
Increased
47
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
101
Concourse Financial Group Securities
Alabama
$127K +$128K +5,300 New
OHWP
102
Oak Harbor Wealth Partners
North Carolina
$113K +$11.8K +490 +12%
FPS
103
Fieldpoint Private Securities
Connecticut
$108K
KOCAA
104
Knights of Columbus Asset Advisors
Connecticut
$87K
GWM
105
Geneos Wealth Management
Colorado
$81K
HWM
106
Horizons Wealth Management
North Carolina
$59K +$58.3K +2,414 New
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$55K +$55.7K +2,305 New
PP
108
Prosperity Planning
Missouri
$45K
BFEC
109
Benjamin F. Edwards & Company
Missouri
$38K +$3.07K +127 +9%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$36K +$16.7K +690 +86%
AF
111
Allworth Financial
California
$31K
PTC
112
Private Trust Company
Ohio
$28K +$28K +1,160 New
M
113
MOTCO
Texas
$24K
IA
114
IFP Advisors
Florida
$18K
FNBOSM
115
First National Bank of South Miami
Florida
$16K
VCM
116
Vigilant Capital Management
Maine
$15K +$14.7K +610 New
HNB
117
Huntington National Bank
Ohio
$14K
FHA
118
First Horizon Advisors
Tennessee
$13K
FGAM
119
Financial Gravity Asset Management
Texas
$2.96K -$97 -4 -4%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$1K -$9.42K -390 -91%
BlackRock
121
BlackRock
New York
$1K
AC
122
Avestar Capital
New York
-$1.86M -74,523 Closed
MIH
123
Meitav Investment House
Israel
-$609K -24,436 Closed
Citadel Advisors
124
Citadel Advisors
Florida
-$469K -18,817 Closed
RW
125
RVW Wealth
California
-$357K -14,316 Closed