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iShares iBonds Dec 2027 Term Corporate ETF

312 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 186 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 47

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

2% more funds holding

Funds holding: 306312 (+6)

5% more capital invested

Capital invested by funds: $1.91B → $2B (+$91.9M)

1.4% less ownership

Funds ownership: 73.57%72.18% (-1.4%)

Holders
312
Holders Change
+6
Holders Change %
+1.96%
% of All Funds
4.48%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
28
Increased
186
Reduced
47
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
101
Evergreen Private Wealth
Colorado
$3.04M +$32K +1,326 +1%
LIM
102
Leavell Investment Management
Alabama
$2.97M +$764K +31,698 +35%
FWMM
103
Foundation Wealth Management (Missouri)
Missouri
$2.95M +$4.36K +181 +0.1%
AI
104
Atria Investments
North Carolina
$2.94M +$229K +9,502 +9%
MFIM
105
Mesirow Financial Investment Management
Illinois
$2.88M +$194K +8,063 +7%
SFS
106
Sowell Financial Services
Arkansas
$2.85M +$1.37M +56,884 +95%
EWM
107
Executive Wealth Management
Michigan
$2.83M +$2.02M +83,946 +260%
GI
108
GAMMA Investing
California
$2.76M +$1.66M +68,752 +154%
FA
109
FF Advisors
California
$2.76M +$64.8K +2,689 +2%
RCA
110
Resonant Capital Advisors
Wisconsin
$2.73M +$2.08M +86,440 +338%
LWL
111
Leo Wealth LLC
Texas
$2.68M +$707K +29,353 +36%
ST
112
Sabal Trust
Florida
$2.63M +$988K +40,977 +61%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$2.62M +$654K +27,129 +34%
QFA
114
Quantum Financial Advisors
California
$2.58M +$156K +6,470 +7%
EWA
115
EP Wealth Advisors
California
$2.57M +$1.58M +65,611 +165%
SP
116
Stonebrook Private
Michigan
$2.55M +$691K +28,670 +38%
LF
117
LifePlan Financial
Minnesota
$2.5M +$42.7K +1,770 +2%
ADL
118
Asset Dedication LLC
California
$2.42M -$845K -35,060 -26%
MA
119
MONECO Advisors
Connecticut
$2.39M +$168K +6,989 +8%
SF
120
Safeguard Financial
Wisconsin
$2.27M +$772K +32,052 +53%
FFG
121
Foundry Financial Group
New Hampshire
$2.26M +$24.5K +1,018 +1%
ABC
122
Associated Banc-Corp
Wisconsin
$2.25M -$10.4K -433 -0.5%
CA
123
Clearstead Advisors
Ohio
$2.18M -$910K -37,776 -30%
JP Morgan Chase
124
JP Morgan Chase
New York
$2.16M +$8.29K +344 +0.4%
PSIWM
125
Paradigm Strategies in Wealth Management
Minnesota
$2M -$1.73M -71,984 Closed