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iShares iBonds Dec 2027 Term Corporate ETF

27 hedge funds and large institutions have $109M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

17% more funds holding

Funds holding: 2327 (+4)

2% more capital invested

Capital invested by funds: $107M → $109M (+$2M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.79% less ownership

Funds ownership: 89.66%87.87% (-1.8%)

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
10
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$41.4M -$1.64M -69,652 -4%
Stifel Financial
2
Stifel Financial
Missouri
$16.7M +$509K +21,557 +3%
Bank of America
3
Bank of America
North Carolina
$14.6M +$2.8M +118,604 +24%
UCFA
4
United Capital Financial Advisors
Texas
$12.1M -$333K -14,110 -3%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$5.17M +$145K +6,153 +3%
TF
6
TLWM Financial
Texas
$3.41M
CIM
7
Confluence Investment Management
Missouri
$2.54M +$73.2K +3,100 +3%
Jane Street
8
Jane Street
New York
$2.27M -$3.4M -144,136 -60%
Morgan Stanley
9
Morgan Stanley
New York
$2.24M +$1.66M +70,276 +288%
LF
10
Lee Financial
Texas
$1.78M +$1.78M +75,407 New
LWM
11
Lenox Wealth Management
Ohio
$1.36M -$138K -5,865 -9%
Wolverine Trading
12
Wolverine Trading
Illinois
$1.09M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$740K +$684K +28,973 +1,233%
ECM
14
Exchange Capital Management
Michigan
$710K +$83.8K +3,550 +13%
RJA
15
Raymond James & Associates
Florida
$704K +$23.3K +986 +3%
OCM
16
One Capital Management
California
$645K +$606K +25,660 New
UBS Group
17
UBS Group
Switzerland
$608K +$80.9K +3,425 +15%
Wells Fargo
18
Wells Fargo
California
$587K +$532K +22,550 +989%
APP
19
Avantax Planning Partners
Iowa
$252K
ACS
20
Archford Capital Strategies
Illinois
$123K +$123K +5,197 New
FPS
21
Fieldpoint Private Securities
Connecticut
$107K +$107K +4,525 New
IA
22
IFP Advisors
Florida
$83K +$82.6K +3,500 New
SSB
23
Sandy Spring Bank
Maryland
$39K +$39.3K +1,665 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$35K
LNB
25
Ledyard National Bank
$25K +$24.6K +1,043 New