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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 %
GWM
201
Geneos Wealth Management
Colorado
$78.7K
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$61.7K +$49.3K +2,113 +399%
BWL
203
Bogart Wealth LLC
Virginia
$61.5K +$61.5K +2,656 New
HGERS
204
Householder Group Estate & Retirement Specialist
Arizona
$58.4K +$58.4K +2,523 New
BC
205
Bartlett & Co
Ohio
$58K
BCWM
206
Bartlett & Co Wealth Management
Ohio
$57.9K
PA
207
PSI Advisors
Florida
$57.6K
OAJ
208
Ogorek Anthony Joseph
New York
$54K
SC
209
Stephens Consulting
Michigan
$32.4K +$324 +14 +1%
PTC
210
Private Trust Company
Ohio
$26K
CIAS
211
Capital Investment Advisory Services
North Carolina
$25K
M
212
MOTCO
Texas
$22.9K
AAG
213
Armstrong Advisory Group
Massachusetts
$19.8K
SS
214
Sunbelt Securities
Texas
$19.2K +$46 +2 +0.2%
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$18.6K
SWA
216
Sutton Wealth Advisors
Florida
$12.4K +$12.4K +536 New
PBK
217
Peoples Bank (Kansas)
Kansas
$11.6K +$11.6K +500 New
HL
218
HeadInvest LLC
Maine
$7.01K +$7.01K +305 New
Fidelity Investments
219
Fidelity Investments
Massachusetts
$5.3K
MLA
220
MB, Levis & Associates
Pennsylvania
$4.56K +$46 +2 +1%
BlackRock
221
BlackRock
New York
$3.24K
FGAM
222
Financial Gravity Asset Management
Texas
$2.85K +$2.85K +124 New
TRCT
223
Tower Research Capital (TRC)
New York
$2.31K
AWA
224
Alaska Wealth Advisors
Alaska
$6 -$6
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
-$5.26M -223,869 Closed