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iShares iBonds Dec 2027 Term Corporate ETF

23 hedge funds and large institutions have $107M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

338% more capital invested

Capital invested by funds: $24.5M → $107M (+$82.9M)

188% more funds holding

Funds holding: 823 (+15)

13.78% less ownership

Funds ownership: 103.44%89.66% (-14%)

Holders
23
Holders Change
+15
Holders Change %
+187.5%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
6
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$43.8M +$44.2M +1,821,411 New
Stifel Financial
2
Stifel Financial
Missouri
$16.5M +$16.6M +682,990 New
UCFA
3
United Capital Financial Advisors
Texas
$12.7M -$70K -2,885 -0.5%
Bank of America
4
Bank of America
North Carolina
$12.1M +$3.18M +130,888 +35%
Jane Street
5
Jane Street
New York
$5.78M +$4.54M +186,934 +351%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$5.12M +$5.16M +212,705 New
TF
7
TLWM Financial
Texas
$2.6M
CIM
8
Confluence Investment Management
Missouri
$2.52M +$2.54M +104,599 New
LWM
9
Lenox Wealth Management
Ohio
$1.53M +$1.54M +63,397 +211,323%
Wolverine Trading
10
Wolverine Trading
Illinois
$1.09M +$1.1M +45,268 New
RJA
11
Raymond James & Associates
Florida
$694K +$700K +28,838 New
ECM
12
Exchange Capital Management
Michigan
$638K +$183K +7,540 +40%
Morgan Stanley
13
Morgan Stanley
New York
$588K +$593K +24,423 New
UBS Group
14
UBS Group
Switzerland
$538K +$321K +13,208 +145%
BF
15
BOK Financial
Oklahoma
$460K +$463K +19,100 New
APP
16
Avantax Planning Partners
Iowa
$257K +$259K +10,676 New
M&T Bank
17
M&T Bank
New York
$212K +$214K +8,806 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$57K +$57K +2,350 New
Wells Fargo
19
Wells Fargo
California
$55K +$55.3K +2,279 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$35K +$18.7K +771 +116%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$28K +$28.7K +1,182 New
APA
22
American Portfolios Advisors
New York
$20.7K +$20.9K +862 New
PCP
23
Proficio Capital Partners
Massachusetts
$15K +$15K +620 New
BlackRock
24
BlackRock
New York
$1K