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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
Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
4.36%
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
Shares
Change %
AG
126
AlTi Global
New York
$1.51M -$1.52M -63,500 Closed
GDP
127
Great Diamond Partners
Maine
$1.49M -$47.5K -1,997 -3%
CCM
128
Crew Capital Management
Ohio
$1.44M +$576K +24,195 +66%
WA
129
WealthTrust Axiom
Pennsylvania
$1.43M +$1.43M +60,000 New
FFIC
130
First Fiduciary Investment Counsel
Ohio
$1.41M +$162K +6,822 +13%
SP
131
Stonebrook Private
Michigan
$1.4M +$595K +25,019 +74%
WCG
132
Weaver Consulting Group
California
$1.37M +$1.1M +46,185 +405%
RWM
133
Ritholtz Wealth Management
New York
$1.33M +$853K +35,860 +180%
CPIA
134
Cornell Pochily Investment Advisors
New York
$1.33M -$19.1K -802 -1%
SWA
135
Sightline Wealth Advisors
Connecticut
$1.29M +$30.7K +1,290 +2%
ACS
136
Archford Capital Strategies
Illinois
$1.29M -$9.62K -404 -0.7%
MIH
137
Meitav Investment House
Israel
$1.27M -$101K -4,257 -7%
PCIA
138
Prime Capital Investment Advisors
Kansas
$1.22M +$134K +5,648 +12%
GHA
139
Granite Harbor Advisors
Texas
$1.22M +$143K +6,006 +13%
CA
140
Cetera Advisors
Colorado
$1.22M +$627K +26,353 +106%
SWM
141
Segment Wealth Management
Texas
$1.21M +$133K +5,570 +12%
SMC
142
Smith, Moore & Co
Missouri
$1.21M +$595K +24,986 +97%
MSWM
143
McGlone Suttner Wealth Management
Wisconsin
$1.16M +$257K +10,794 +29%
LNC
144
Lincoln National Corp
Pennsylvania
$1.15M -$109K -4,598 -9%
IF
145
Ironwood Financial
Arizona
$1.15M +$114K +4,802 +11%
FCA
146
FinTrust Capital Advisors
South Carolina
$1.14M -$32.6K -1,369 -3%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$1.12M +$199K +8,356 +22%
FNB
148
Farmers National Bank
Kentucky
$1.1M +$50.8K +2,136 +5%
LHC
149
Little House Capital
Massachusetts
$1.06M -$174K -7,326 -14%
CSPIA
150
Cary Street Partners Investment Advisory
Virginia
$1.05M -$118K -4,950 -10%