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iShares iBonds Dec 2027 Term Corporate ETF

306 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 188 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 43

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

7% more capital invested

Capital invested by funds: $1.78B → $1.91B (+$126M)

2% more funds holding

Funds holding: 301306 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

1.09% less ownership

Funds ownership: 74.67%73.57% (-1.1%)

Holders
306
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
4.42%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
26
Increased
188
Reduced
43
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
101
Atria Investments
North Carolina
$2.64M +$80.8K +3,418 +3%
MFIM
102
Mesirow Financial Investment Management
Illinois
$2.61M +$622K +26,318 +31%
CP
103
Camelot Portfolios
Ohio
$2.61M +$687K +29,068 +36%
LF
104
LifePlan Financial
Minnesota
$2.4M +$48K +2,030 +2%
QFA
105
Quantum Financial Advisors
California
$2.36M +$208K +8,810 +10%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$2.28M +$479K +20,234 +27%
ABC
107
Associated Banc-Corp
Wisconsin
$2.2M +$101K +4,283 +5%
FFG
108
Foundry Financial Group
New Hampshire
$2.17M +$143K +6,062 +7%
MA
109
MONECO Advisors
Connecticut
$2.16M +$16.1K +682 +0.8%
LIM
110
Leavell Investment Management
Alabama
$2.14M +$295K +12,465 +16%
Jane Street
111
Jane Street
New York
$2.12M -$40.3K -1,703 -2%
JP Morgan Chase
112
JP Morgan Chase
New York
$2.1M +$84.2K +3,559 +4%
SWA
113
Sightline Wealth Advisors
Connecticut
$2.01M +$729K +30,811 +57%
RRA
114
Round Rock Advisors
Connecticut
$1.96M -$268K -11,326 -12%
LWL
115
Leo Wealth LLC
Texas
$1.92M +$405K +17,131 +27%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$1.9M -$14.9K -631 -0.8%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$1.84M -$333K -14,070 -15%
SP
118
Stonebrook Private
Michigan
$1.8M +$401K +16,955 +29%
Mariner
119
Mariner
Kansas
$1.79M +$119K +5,047 +7%
UCFA
120
United Capital Financial Advisors
Texas
$1.75M +$27.1K +1,147 +2%
VWM
121
Valley Wealth Managers
New Jersey
$1.75M +$61.7K +2,608 +4%
CCWA
122
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.74M -$5.58K -236 -0.3%
CCM
123
Coldstream Capital Management
Washington
$1.72M +$145K +6,145 +9%
PSIWM
124
Paradigm Strategies in Wealth Management
Minnesota
$1.71M +$29.2K +1,236 +2%
CIA
125
Covington Investment Advisors
Pennsylvania
$1.71M +$124K +5,230 +8%