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iShares iBonds Dec 2027 Term Corporate ETF

183 hedge funds and large institutions have $1.16B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 40

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

6% more funds holding

Funds holding: 173183 (+10)

5% more capital invested

Capital invested by funds: $1.11B → $1.16B (+$57.9M)

2.75% less ownership

Funds ownership: 79.23%76.48% (-2.7%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
183
Holders Change
+10
Holders Change %
+5.78%
% of All Funds
2.87%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
27
Increased
97
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
4WM
101
4J Wealth Management
Virginia
$1.01M +$680K +28,715 +202%
FFIC
102
First Fiduciary Investment Counsel
Ohio
$998K -$2.77K -117 -0.3%
FNB
103
Farmers National Bank
Kentucky
$984K +$43.5K +1,839 +5%
DADC
104
D.A. Davidson & Co
Montana
$973K +$180K +7,616 +23%
LNC
105
Lincoln National Corp
Pennsylvania
$969K +$977K +41,275 New
RFN
106
Redwood Financial Network
Ohio
$944K +$6.67K +282 +0.7%
GHA
107
Granite Harbor Advisors
Texas
$927K +$221K +9,353 +31%
BSAM
108
Blue Square Asset Management
New York
$904K
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$885K +$139K +5,891 +19%
SWM
110
Segment Wealth Management
Texas
$811K +$19.4K +820 +2%
BONH
111
Bank of New Hampshire
New Hampshire
$799K +$260K +11,000 +48%
CCWA
112
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$777K +$2.13K +90 +0.3%
TCCM
113
Timber Creek Capital Management
Massachusetts
$760K -$22.6K -956 -3%
GBWM
114
Granite Bay Wealth Management
New Hampshire
$756K +$525K +22,200 +222%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$753K -$30.1K -1,272 -4%
SRC
116
Shufro Rose & Co
New York
$749K +$754K +31,880 New
PGAM
117
Princeton Global Asset Management
New Jersey
$702K -$10.2K -430 -1%
CFS
118
Cannon Financial Strategists
Georgia
$700K +$705K +29,793 New
CWM
119
Cabot Wealth Management
Massachusetts
$687K +$19.9K +839 +3%
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$676K +$682K +28,804 New
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$666K +$672K +28,405 New
RSWM
122
Robertson Stephens Wealth Management
California
$646K
Mariner
123
Mariner
Kansas
$621K +$13.5K +572 +2%
SAG
124
SageView Advisory Group
California
$615K +$413K +17,467 +200%
BEI
125
Benjamin Edwards Inc
Missouri
$615K +$9.68K +409 +2%