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iShares iBonds Dec 2027 Term Corporate ETF

28 hedge funds and large institutions have $118M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

8% more capital invested

Capital invested by funds: $109M → $118M (+$9.11M)

4% more funds holding

Funds holding: 2728 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.51% less ownership

Funds ownership: 87.87%85.36% (-2.5%)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
15
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$36.8M -$4.47M -189,072 -11%
Stifel Financial
2
Stifel Financial
Missouri
$19.4M +$2.79M +118,033 +17%
Bank of America
3
Bank of America
North Carolina
$15.7M +$1.1M +46,668 +8%
CIM
4
Confluence Investment Management
Missouri
$8.35M +$5.84M +246,731 +229%
UCFA
5
United Capital Financial Advisors
Texas
$6.54M -$5.58M -235,616 -46%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$5.63M +$471K +19,898 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.47M +$5.5M +232,226 New
TF
8
TLWM Financial
Texas
$3.79M
Jane Street
9
Jane Street
New York
$3.64M +$1.39M +58,581 +61%
Morgan Stanley
10
Morgan Stanley
New York
$2.37M +$142K +5,981 +6%
LF
11
Lee Financial
Texas
$1.78M
Wells Fargo
12
Wells Fargo
California
$1.33M +$751K +31,734 +128%
SWMG
13
Signature Wealth Management Group
Georgia
$1.27M +$1.29M +54,538 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$962K +$225K +9,514 +30%
UBS Group
15
UBS Group
Switzerland
$876K +$270K +11,410 +44%
ECM
16
Exchange Capital Management
Michigan
$772K +$64.5K +2,725 +9%
LWM
17
Lenox Wealth Management
Ohio
$768K -$591K -24,978 -43%
Wolverine Trading
18
Wolverine Trading
Illinois
$715K -$353K -14,928 -33%
RJA
19
Raymond James & Associates
Florida
$703K +$757 +32 +0.1%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$690K +$694K +29,317 New
APP
21
Avantax Planning Partners
Iowa
$252K
IA
22
IFP Advisors
Florida
$170K +$88.4K +3,734 +107%
ACS
23
Archford Capital Strategies
Illinois
$157K +$34.2K +1,447 +28%
FPS
24
Fieldpoint Private Securities
Connecticut
$107K
SSB
25
Sandy Spring Bank
Maryland
$90K +$50.5K +2,135 +128%