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iShares iBonds Dec 2027 Term Corporate ETF

128 hedge funds and large institutions have $691M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

121% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 28

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

15% more capital invested

Capital invested by funds: $602M → $691M (+$89.2M)

8% more funds holding

Funds holding: 118128 (+10)

0.82% less ownership

Funds ownership: 80.46%79.65% (-0.82%)

Holders
128
Holders Change
+10
Holders Change %
+8.47%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
16
Increased
62
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFIC
101
First Fiduciary Investment Counsel
Ohio
$222K +$14.3K +600 +7%
WWM
102
Western Wealth Management
Colorado
$217K
IA
103
IFP Advisors
Florida
$210K +$194K +8,139 +1,067%
JP Morgan Chase
104
JP Morgan Chase
New York
$201K -$77.7K -3,252 -27%
CFGS
105
Concourse Financial Group Securities
Alabama
$175K +$55.5K +2,324 +44%
BFEC
106
Benjamin F. Edwards & Company
Missouri
$172K +$141K +5,898 +374%
HI
107
Harbour Investments
Wisconsin
$167K
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$165K +$20.6K +862 +14%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$147K +$24K +1,006 +19%
BWM
110
BerganKDV Wealth Management
Minnesota
$135K
WFA
111
Wells Financial Advisors
Massachusetts
$132K
OHWP
112
Oak Harbor Wealth Partners
North Carolina
$109K
VCM
113
Vigilant Capital Management
Maine
$102K +$91.6K +3,833 +628%
KOCAA
114
Knights of Columbus Asset Advisors
Connecticut
$84K
CCM
115
Cribstone Capital Management
Maine
$83K +$85.8K +3,591 New
GWM
116
Geneos Wealth Management
Colorado
$78K
PFM
117
Phillips Financial Management
Indiana
$57K +$59.1K +2,472 New
HWM
118
Horizons Wealth Management
North Carolina
$56K
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$53K
BC
120
Barrett & Company
Rhode Island
$44.4K +$45.4K +1,900 New
AF
121
Allworth Financial
California
$30K
PTC
122
Private Trust Company
Ohio
$26K -$741 -31 -3%
M
123
MOTCO
Texas
$23K
BCPWM
124
Bradley & Co Private Wealth Management
Florida
$22K -$899K -37,644 -98%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$19K -$16.5K -690 -46%