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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
Holders
183
Holders Change
+10
Holders Change %
+5.78%
% of All Funds
2.89%
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
Shares
Change %
LIM
126
Leavell Investment Management
Alabama
$614K +$614K +26,155 New
DWT
127
Dorsey & Whitney Trust
South Dakota
$610K
MSWM
128
McGlone Suttner Wealth Management
Wisconsin
$609K +$228K +9,714 +60%
FIB
129
First Interstate Bank
Montana
$606K
ADL
130
Asset Dedication LLC
California
$598K -$52.6K -2,243 -8%
IF
131
Ironwood Financial
Arizona
$561K +$34K +1,450 +6%
CIAS
132
CFS Investment Advisory Services
New Jersey
$534K -$64K -2,728 -11%
AF
133
Allworth Financial
California
$514K -$29.7K -1,264 -5%
AMM
134
American Money Management
California
$489K -$1.01K -43 -0.2%
CA
135
Cetera Advisors
Colorado
$481K +$31.2K +1,327 +7%
1WM
136
1900 Wealth Management
Texas
$478K +$478K +20,356 New
CAN
137
Cetera Advisor Networks
California
$467K -$67.9K -2,892 -13%
ECM
138
Exchange Capital Management
Michigan
$465K -$16.4K -698 -3%
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$459K +$173K +7,377 +61%
CWM
140
Cornerstone Wealth Management
Missouri
$458K +$28.9K +1,229 +7%
CCM
141
Crew Capital Management
Ohio
$450K +$450K +19,162 New
RWM
142
Ritholtz Wealth Management
New York
$422K
RFC
143
Regions Financial Corp
Alabama
$416K +$183K +7,789 +78%
ICG
144
InterOcean Capital Group
Tennessee
$394K +$101K +4,318 +35%
OCAM
145
Onex Canada Asset Management
Ontario, Canada
$376K
AGP
146
Autumn Glory Partners
Texas
$358K +$358K +15,230 New
BC
147
Barrett & Company
Rhode Island
$346K +$189K +8,039 +120%
TFS
148
Thoroughbred Financial Services
Tennessee
$330K +$24.9K +1,063 +8%
WJA
149
Willis Johnson & Associates
Texas
$330K -$8.81K -375 -3%
EWA
150
EP Wealth Advisors
California
$323K -$155K -33,477 -32%