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iShares iBonds Dec 2027 Term Corporate ETF

173 hedge funds and large institutions have $1.11B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
173
Holders Change
+26
Holders Change %
+17.69%
% of All Funds
2.77%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
33
Increased
93
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MSWM
126
McGlone Suttner Wealth Management
Wisconsin
$386K 16,221 +16,221 New
OCAM
127
Onex Canada Asset Management
Ontario, Canada
$382K 16,029
WJA
128
Willis Johnson & Associates
Texas
$344K 14,425 +14,425 New
4WM
129
4J Wealth Management
Virginia
$339K 14,214 +14,214 New
TB
130
Treynor Bancshares
Iowa
$325K 13,653 +53 +0.4%
PA
131
Parallel Advisors
California
$320K 13,420 +13,420 New
WCP
132
Wick Capital Partners
Pennsylvania
$315K 13,229 -3,317 -20%
CWS
133
Cypress Wealth Services
California
$313K 13,139
TFS
134
Thoroughbred Financial Services
Tennessee
$310K 13,019 +438 +3%
FMWA
135
Forvis Mazars Wealth Advisors
Missouri
HCM
136
Howland Capital Management
Massachusetts
$301K 12,647 +12,647 New
SWP
137
Summit Wealth Partners
Florida
$300K 12,583 +2,913 +30%
ICG
138
InterOcean Capital Group
Tennessee
$297K 12,480 +12,480 New
BSSFA
139
Baron Silver Stevens Financial Advisors
Florida
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$290K 12,181 +9,876 +428%
MA
141
Mutual Advisors
Nebraska
$276K 11,567 -560 -5%
MWP
142
Meredith Wealth Planning
Illinois
$266K 11,180 +68 +0.6%
BWM
143
BerganKDV Wealth Management
Minnesota
$242K 10,141
GBWM
144
Granite Bay Wealth Management
New Hampshire
$238K 10,000 +10,000 New
RFC
145
Regions Financial Corp
Alabama
$237K 9,926 +9,926 New
ACA
146
Anchor Capital Advisors
Massachusetts
VCM
147
Vigilant Capital Management
Maine
$236K 9,893 +4,740 +92%
RBC
148
Roble Belko & Company
Pennsylvania
$233K 9,779
CFGS
149
Concourse Financial Group Securities
Alabama
$213K 8,948 +1,367 +18%
PWM
150
Perigon Wealth Management
California
$212K 8,907 +8,907 New