We are live on ! Find out more
IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

36 hedge funds and large institutions have $120M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more funds holding

Funds holding: 2836 (+8)

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

1% more capital invested

Capital invested by funds: $118M → $120M (+$1.67M)

2.13% less ownership

Funds ownership: 85.36%83.23% (-2.1%)

Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
11
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$35.1M -$1.43M -61,366 -4%
Stifel Financial
2
Stifel Financial
Missouri
$18.7M -$634K -27,317 -3%
Bank of America
3
Bank of America
North Carolina
$16.4M +$757K +32,613 +5%
CIM
4
Confluence Investment Management
Missouri
$8.24M -$50.8K -2,187 -0.6%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$5.46M -$121K -5,198 -2%
Wells Fargo
6
Wells Fargo
California
$4.32M +$2.98M +128,255 +227%
Jane Street
7
Jane Street
New York
$4.32M +$700K +30,136 +19%
TF
8
TLWM Financial
Texas
$4.24M
UCFA
9
United Capital Financial Advisors
Texas
$3.46M -$3.01M -129,505 -47%
SWMG
10
Signature Wealth Management Group
Georgia
$3.44M +$2.15M +92,610 +170%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.19M -$2.23M -96,028 -41%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.98M +$2.28M +98,081 +335%
Morgan Stanley
13
Morgan Stanley
New York
$2.62M +$259K +11,164 +11%
LF
14
Lee Financial
Texas
$1.76M
UBS Group
15
UBS Group
Switzerland
$1.1M +$230K +9,905 +27%
ECM
16
Exchange Capital Management
Michigan
$751K -$15.3K -658 -2%
RJA
17
Raymond James & Associates
Florida
$631K -$66.8K -2,875 -10%
MA
18
MCF Advisors
Kentucky
$619K +$614K +26,455 New
LPL Financial
19
LPL Financial
California
$570K +$566K +24,379 New
AG
20
Advisor Group
Arizona
$417K +$414K +17,813 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$404K +$401K +17,282 New
Wolverine Trading
22
Wolverine Trading
Illinois
$391K -$314K -13,534 -45%
APP
23
Avantax Planning Partners
Iowa
$250K
IA
24
IFP Advisors
Florida
$207K +$38.5K +1,656 +23%
ACS
25
Archford Capital Strategies
Illinois
$189K +$32.9K +1,415 +21%