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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 %
SFS
151
Sowell Financial Services
Arkansas
$1.02M +$146K +6,118 +17%
FMWA
152
Forvis Mazars Wealth Advisors
Missouri
$1.02M -$567K
SCG
153
Sonata Capital Group
Washington
$993K +$102K +4,297 +11%
EWA
154
EP Wealth Advisors
California
$963K -$833 -35 -0.1%
CWM
155
Cabot Wealth Management
Massachusetts
$955K +$89.8K +3,772 +10%
4WM
156
4J Wealth Management
Virginia
$948K +$42.4K +1,780 +5%
HS
157
Horan Securities
United States
$942K +$942K +39,564 New
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$933K -$209K -8,764 -18%
BSAM
159
Blue Square Asset Management
New York
$922K -$937K -39,164 Closed
BC
160
Barrett & Company
Rhode Island
$911K +$1.48K +62 +0.2%
RFN
161
Redwood Financial Network
Ohio
$889K +$54.6K +2,295 +7%
BSSFA
162
Baron Silver Stevens Financial Advisors
Florida
$868K -$772K
MFG
163
Mendota Financial Group
Wisconsin
$863K +$304K +12,782 +54%
PAG
164
Private Advisor Group
New Jersey
$860K +$435K +18,257 +102%
RSWM
165
Robertson Stephens Wealth Management
California
$835K -$689K
TCCM
166
Timber Creek Capital Management
Massachusetts
$827K +$24.9K +1,045 +3%
BONH
167
Bank of New Hampshire
New Hampshire
$814K +$11.9K +500 +1%
BFG
168
Beacon Financial Group
Texas
$813K +$278K +11,692 +52%
BEI
169
Benjamin Edwards Inc
Missouri
$772K -$65.7K -2,762 -8%
MML Investors Services
170
MML Investors Services
Massachusetts
$769K -$94.2K -3,960 -11%
CFS
171
Cannon Financial Strategists
Georgia
$767K +$41.3K +1,734 +6%
RFC
172
Regions Financial Corp
Alabama
$758K +$227K +9,546 +43%
ICG
173
InterOcean Capital Group
Tennessee
$739K +$103K +4,318 +16%
SAG
174
SageView Advisory Group
California
$729K +$729K +13,103 New
SF
175
Safeguard Financial
Wisconsin
$711K +$416K +17,491 +141%