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iShares iBonds Dec 2027 Term Corporate ETF

301 hedge funds and large institutions have $1.78B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

198% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 54

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

16% more capital invested

Capital invested by funds: $1.53B → $1.78B (+$251M)

11% more funds holding

Funds holding: 271301 (+30)

2.92% less ownership

Funds ownership: 77.59%74.67% (-2.9%)

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
4.34%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
46
Increased
161
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
101
LifePlan Financial
Minnesota
$2.35M +$82.5K +3,467 +4%
NG
102
Northstar Group
New York
$2.33M
RRA
103
Round Rock Advisors
Connecticut
$2.24M +$1.83M +76,749 +443%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$2.18M +$1.51M +63,356 +226%
Jane Street
105
Jane Street
New York
$2.16M +$2.17M +90,940 New
QFA
106
Quantum Financial Advisors
California
$2.16M +$2.16M +90,701 New
MA
107
MONECO Advisors
Connecticut
$2.15M +$714K +30,002 +50%
ABC
108
Associated Banc-Corp
Wisconsin
$2.1M +$227K +9,527 +12%
FFG
109
Foundry Financial Group
New Hampshire
$2.03M +$334K +14,049 +20%
JP Morgan Chase
110
JP Morgan Chase
New York
$2.02M +$74.9K +3,147 +4%
MFIM
111
Mesirow Financial Investment Management
Illinois
$1.99M +$517K +21,714 +35%
CP
112
Camelot Portfolios
Ohio
$1.92M -$805K -33,827 -30%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$1.92M +$1.14M +47,719 +144%
FCM
114
Fortis Capital Management
Washington
$1.86M -$9.4K -395 -0.5%
LIM
115
Leavell Investment Management
Alabama
$1.85M +$331K +13,919 +22%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$1.8M +$114K +4,777 +7%
CCWA
117
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.75M +$519K +21,812 +42%
UCFA
118
United Capital Financial Advisors
Texas
$1.73M +$1.76K +74 +0.1%
SG
119
Strid Group
Pennsylvania
$1.72M +$1.3M +54,409 +304%
VWM
120
Valley Wealth Managers
New Jersey
$1.69M +$69.5K +2,919 +4%
PSIWM
121
Paradigm Strategies in Wealth Management
Minnesota
$1.68M +$135K +5,650 +9%
Mariner
122
Mariner
Kansas
$1.68M +$699K +29,359 +71%
CIA
123
Covington Investment Advisors
Pennsylvania
$1.59M +$1.15M +48,470 +266%
CCM
124
Coldstream Capital Management
Washington
$1.58M +$256K +10,756 +19%
LWL
125
Leo Wealth LLC
Texas
$1.51M +$113K +4,734 +8%