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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 %
KOCAA
176
Knights of Columbus Asset Advisors
Connecticut
$85.9K
PFM
177
Phillips Financial Management
Indiana
$84.5K +$258 +11 +0.3%
SF
178
Safeguard Financial
Wisconsin
$80K +$80K +3,420 New
GWM
179
Geneos Wealth Management
Colorado
$79.8K
BC
180
Bartlett & Co
Ohio
$59K +$59K +2,500 New
BCWM
181
Bartlett & Co Wealth Management
Ohio
$58.7K +$58.7K +2,500 New
PA
182
PSI Advisors
Florida
$58.5K
OAJ
183
Ogorek Anthony Joseph
New York
$54K +$54K +2,338 New
SC
184
Stephens Consulting
Michigan
$32.6K +$305 +13 +0.9%
GRP
185
Global Retirement Partners
California
$29.8K +$188 +8 +0.6%
PTC
186
Private Trust Company
Ohio
$26.4K
CIAS
187
Capital Investment Advisory Services
North Carolina
$25.4K +$25.4K +1,082 New
M
188
MOTCO
Texas
$23.2K
AAG
189
Armstrong Advisory Group
Massachusetts
$20.1K
SS
190
Sunbelt Securities
Texas
$19.4K +$47 +2 +0.2%
PNC Financial Services Group
191
PNC Financial Services Group
Pennsylvania
$18.9K
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$12.5K +$12.5K +530 New
AA
193
Addison Advisors
Vermont
$7.04K +$7.04K +300 New
Fidelity Investments
194
Fidelity Investments
Massachusetts
$5.38K -$657 -28 -11%
MLA
195
MB, Levis & Associates
Pennsylvania
$4.58K +$47 +2 +1%
BlackRock
196
BlackRock
New York
$3.29K
TRCT
197
Tower Research Capital (TRC)
New York
$2.35K +$2.35K +100 New
AWA
198
Alaska Wealth Advisors
Alaska
$6 -$6
VFA
199
Valeo Financial Advisors
Indiana
-$38.6K -38,613 Closed
WCP
200
Wick Capital Partners
Pennsylvania
-$315K -13,229 Closed