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iShares iBonds Dec 2027 Term Corporate ETF

147 hedge funds and large institutions have $900M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

316% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 19

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

30% more capital invested

Capital invested by funds: $691M → $900M (+$209M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

15% more funds holding

Funds holding: 128147 (+19)

0.62% less ownership

Funds ownership: 79.65%79.03% (-0.62%)

Holders
147
Holders Change
+19
Holders Change %
+14.84%
% of All Funds
2.36%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
34
Increased
79
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
101
Benjamin Edwards Inc
Missouri
$566K +$17.9K +773 +3%
BONH
102
Bank of New Hampshire
New Hampshire
$538K -$11.6K -500 -2%
IF
103
Ironwood Financial
Arizona
$506K +$502K +21,638 New
AF
104
Allworth Financial
California
$503K +$469K +20,238 +1,557%
AMM
105
American Money Management
California
$488K +$440 +19 +0.1%
ECM
106
Exchange Capital Management
Michigan
$485K -$11.6K -500 -2%
CA
107
Cetera Advisors
Colorado
$448K +$46 +2 +0%
CAN
108
Cetera Advisor Networks
California
$446K +$5.01K +216 +1%
RWM
109
Ritholtz Wealth Management
New York
$420K +$416K +17,960 New
AWM
110
Alterna Wealth Management
Texas
$419K +$415K +17,919 New
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$399K +$229K +9,896 +138%
WCP
112
Wick Capital Partners
Pennsylvania
$387K +$384K +16,546 New
BPA
113
Beacon Pointe Advisors
California
$383K +$380K +16,375 New
OCAM
114
Onex Canada Asset Management
Ontario, Canada
$375K +$372K +16,029 New
CCM
115
Cribstone Capital Management
Maine
$371K +$284K +12,264 +342%
TB
116
Treynor Bancshares
Iowa
$318K
CWS
117
Cypress Wealth Services
California
$307K -$22.5K -972 -7%
DADC
118
D.A. Davidson & Co
Montana
$300K +$298K +12,858 New
FMWA
119
Forvis Mazars Wealth Advisors
Missouri
$297K
TFS
120
Thoroughbred Financial Services
Tennessee
$294K +$48.8K +2,105 +20%
MA
121
Mutual Advisors
Nebraska
$283K
MWP
122
Meredith Wealth Planning
Illinois
$260K +$258K +11,112 New
SAG
123
SageView Advisory Group
California
$259K +$257K +11,083 New
GT
124
Glenview Trust
Kentucky
$238K +$236K +10,178 New
BWM
125
BerganKDV Wealth Management
Minnesota
$237K +$98.5K +4,251 +72%