IBDS icon

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 %
PJSIMP
151
P.J. Schmidt Investment Management (PJS)
Wisconsin
$212K 8,918 +8,918 New
SAG
152
SageView Advisory Group
California
$208K 8,727 -2,356 -21%
IF
153
IRON Financial
Illinois
$203K 8,543 -1,516 -15%
PPP
154
Private Portfolio Partners
New Jersey
$202K 8,500 +8,500 New
DWA
155
Delap Wealth Advisory
Oregon
$202K 8,498 +8,498 New
HI
156
Harbour Investments
Wisconsin
$171K 7,160 +43 +0.6%
EW
157
Element Wealth
Mississippi
$165K 6,915 +1,665 +32%
HWM
158
Horizons Wealth Management
North Carolina
$161K 6,764
BC
159
Barrett & Company
Rhode Island
$160K 6,716 +4,816 +253%
VNA
160
Valley National Advisers
Pennsylvania
$152K 6,385
WFA
161
Wells Financial Advisors
Massachusetts
$137K 5,750
OHWP
162
Oak Harbor Wealth Partners
North Carolina
$115K 4,822
KOCAA
163
Knights of Columbus Asset Advisors
Connecticut
$87.1K 3,657
PFM
164
Phillips Financial Management
Indiana
$85.5K 3,589 +1,117 +45%
GWM
165
Geneos Wealth Management
Colorado
$81K 3,400
HGERS
166
Householder Group Estate & Retirement Specialist
Arizona
$70K 2,950 +2,950 New
PA
167
PSI Advisors
Florida
$59.3K 2,490 +560 +29%
BAM
168
Belpointe Asset Management
Nevada
$55K 2,311 -3,440 -60%
PB
169
Pinnacle Bancorp
Nebraska
$50.9K 2,135 +2,135 New
VFA
170
Valeo Financial Advisors
Indiana
$38.6K 38,613 +38,613 New
TCWA
171
Ten Capital Wealth Advisors
Washington
$34.2K 1,437
SC
172
Stephens Consulting
Michigan
$32.8K 1,375 +1,375 New
GRP
173
Global Retirement Partners
California
$30.2K 1,262 +1,262 New
PTC
174
Private Trust Company
Ohio
$26.8K 1,123
M
175
MOTCO
Texas
$23.6K 989