IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

212 hedge funds and large institutions have $1.23B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 38 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+29
Holders Change %
+15.85%
% of All Funds
3.38%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
38
Increased
109
Reduced
38
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
1WM
151
1900 Wealth Management
Texas
$481K +$9.53K +412 +2%
CIAS
152
CFS Investment Advisory Services
New Jersey
$479K -$47.7K -2,059 -9%
DP
153
Dearborn Partners
Illinois
$475K +$475K +20,537 New
RWM
154
Ritholtz Wealth Management
New York
$462K +$46.3K +2,000 +11%
RFC
155
Regions Financial Corp
Alabama
$460K +$50.3K +2,172 +12%
ECM
156
Exchange Capital Management
Michigan
$458K
AMM
157
American Money Management
California
$457K -$25K -1,080 -5%
LF
158
Lee Financial
Texas
$450K +$450K +19,430 New
SFO
159
Stokes Family Office
Louisiana
$415K +$415K +17,935 New
BC
160
Barrett & Company
Rhode Island
$412K +$70.7K +3,054 +21%
PA
161
Parallel Advisors
California
$381K +$70.4K +3,042 +23%
SWP
162
Summit Wealth Partners
Florida
$360K +$49.3K +2,129 +16%
DSC
163
Duncker Streett & Co
Missouri
$353K +$353K +15,273 New
Comerica Bank
164
Comerica Bank
Texas
$326K +$326K +14,083 New
WJA
165
Willis Johnson & Associates
Texas
$325K
EWA
166
EP Wealth Advisors
California
$317K -$1.3M -56,106 -80%
TFS
167
Thoroughbred Financial Services
Tennessee
$317K -$7.89K -342 -2%
PJSIMP
168
P.J. Schmidt Investment Management (PJS)
Wisconsin
$317K +$54.5K +2,387 +21%
EW
169
Element Wealth
Mississippi
$292K +$83.6K +3,614 +40%
AWM
170
Avior Wealth Management
Nebraska
$291K +$291K +12,581 New
RWP
171
Reliant Wealth Planning
Kentucky
$286K +$286K +12,353 New
RBC
172
Roble Belko & Company
Pennsylvania
$280K +$54K +2,335 +24%
MA
173
Mutual Advisors
Nebraska
$267K
MWP
174
Meredith Wealth Planning
Illinois
$264K +$2.82K +122 +1%
CWS
175
Cypress Wealth Services
California
$262K