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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 %
SWP
151
Summit Wealth Partners
Florida
$315K +$19.9K +846 +7%
PA
152
Parallel Advisors
California
$315K
OMC
153
Old Mission Capital
Illinois
$308K +$308K +13,138 New
FMWA
154
Forvis Mazars Wealth Advisors
Missouri
$300K -$304K
BSSFA
155
Baron Silver Stevens Financial Advisors
Florida
$290K -$294K
KTC
156
Kistler-Tiffany Companies
Pennsylvania
$281K -$273K -11,626 -49%
BWM
157
BerganKDV Wealth Management
Minnesota
$278K +$40.4K +1,719 +17%
MA
158
Mutual Advisors
Nebraska
$271K -$798 -34 -0.3%
PJSIMP
159
P.J. Schmidt Investment Management (PJS)
Wisconsin
$269K +$60.3K +2,571 +29%
CWS
160
Cypress Wealth Services
California
$266K -$43K -1,826 -14%
MWP
161
Meredith Wealth Planning
Illinois
$265K +$2.4K +102 +0.9%
TB
162
Treynor Bancshares
Iowa
$255K -$65.8K -2,802 -21%
ACA
163
Anchor Capital Advisors
Massachusetts
$233K +$233K +9,935 New
RBC
164
Roble Belko & Company
Pennsylvania
$230K
PB
165
Pinnacle Bancorp
Nebraska
$222K +$172K +7,335 +344%
EW
166
Element Wealth
Mississippi
$212K +$49.4K +2,103 +30%
LSA
167
L & S Advisors
California
$210K +$210K +8,963 New
PWM
168
Perigon Wealth Management
California
$209K +$141 +6 +0.1%
VCM
169
Vigilant Capital Management
Maine
$208K -$24.7K -1,050 -11%
AM
170
Atwater Malick
Pennsylvania
$205K +$205K +8,730 New
HI
171
Harbour Investments
Wisconsin
$170K +$1.6K +68 +0.9%
HWM
172
Horizons Wealth Management
North Carolina
$159K
VNA
173
Valley National Advisers
Pennsylvania
$150K
WFA
174
Wells Financial Advisors
Massachusetts
$135K
OHWP
175
Oak Harbor Wealth Partners
North Carolina
$113K