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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 %
DP
201
Dearborn Partners
Illinois
$516K +$25.4K +1,066 +5%
Comerica Bank
202
Comerica Bank
Texas
$503K -$56K -2,351 -10%
SWC
203
Spectrum Wealth Counsel
Indiana
$497K
1WM
204
1900 Wealth Management
Texas
$494K
IAN
205
Integrated Advisors Network
Texas
$494K +$494K +20,759 New
NC
206
NovaPoint Capital
Georgia
$488K -$84.2K -3,538 -15%
Baird Financial Group
207
Baird Financial Group
Wisconsin
$485K +$157K +6,590 +48%
BWM
208
BCS Wealth Management
Tennessee
$468K +$249K +10,447 +113%
LF
209
Lee Financial
Texas
$462K -$465K -19,430 Closed
RWP
210
Reliant Wealth Planning
Kentucky
$458K
RCA
211
Resonant Capital Advisors
Wisconsin
$457K +$457K +19,204 New
YWM
212
Yoder Wealth Management
California
$447K +$447K +18,800 New
B
213
Bellecapital
Switzerland
$440K
Neuberger Berman Group
214
Neuberger Berman Group
New York
$438K +$438K +18,415 New
AMM
215
American Money Management
California
$435K -$35.7K -1,498 -8%
TFS
216
Thoroughbred Financial Services
Tennessee
$433K -$43.5K -1,833 -9%
AWM
217
Alterna Wealth Management
Texas
$427K +$427K +17,938 New
PJSIMP
218
P.J. Schmidt Investment Management (PJS)
Wisconsin
$426K +$357 +15 +0.1%
EWM
219
Executive Wealth Management
Michigan
$424K +$172K +7,273 +68%
VA
220
Valmark Advisers
Ohio
$424K -$210K
BMM
221
Buffington Mohr McNeal
Idaho
$415K +$121K +5,098 +41%
SWP
222
Summit Wealth Partners
Florida
$407K -$29.3K -1,229 -7%
MBT
223
Montecito Bank & Trust
California
$395K +$395K +16,605 New
BCM
224
Brookstone Capital Management
Illinois
$389K +$389K +16,345 New
Focus Partners Wealth
225
Focus Partners Wealth
Massachusetts
$372K