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iShares iBonds Dec 2027 Term Corporate ETF

41 hedge funds and large institutions have $91.4M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

14% more funds holding

Funds holding: 3641 (+5)

24% less capital invested

Capital invested by funds: $120M → $91.4M (-$28.8M)

26.84% less ownership

Funds ownership: 83.23%56.39% (-27%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
16
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
1
Stifel Financial
Missouri
$13.5M -$5.77M -241,546 -30%
Bank of America
2
Bank of America
North Carolina
$11.6M -$5.36M -224,388 -32%
CIM
3
Confluence Investment Management
Missouri
$11.2M +$2.53M +105,794 +30%
MFWM
4
Motley Fool Wealth Management
Virginia
$5.75M +$5.61M +234,541 New
Wells Fargo
5
Wells Fargo
California
$5.37M +$819K +34,258 +19%
TF
6
TLWM Financial
Texas
$4.98M
SWMG
7
Signature Wealth Management Group
Georgia
$3.71M +$102K +4,252 +3%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$3.69M -$1.99M -83,117 -36%
Morgan Stanley
9
Morgan Stanley
New York
$3.68M +$911K +38,114 +34%
CAI
10
Capital Advisors Inc
Oklahoma
$3.15M -$32.8M -1,372,901 -91%
UCFA
11
United Capital Financial Advisors
Texas
$3.15M -$471K -19,713 -13%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.97M -$366K -15,299 -11%
KF
13
Krilogy Financial
Missouri
$2.65M +$2.58M +107,939 New
UBS Group
14
UBS Group
Switzerland
$2.52M +$1.33M +55,492 +118%
LF
15
Lee Financial
Texas
$1.85M
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.82M +$1.77M +74,212 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.67M -$1.42M -59,411 -47%
Jane Street
18
Jane Street
New York
$1.1M -$3.35M -140,004 -76%
RJA
19
Raymond James & Associates
Florida
$841K +$175K +7,315 +27%
LPL Financial
20
LPL Financial
California
$834K +$230K +9,605 +39%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$763K +$330K +13,807 +80%
ECM
22
Exchange Capital Management
Michigan
$701K -$84.4K -3,531 -11%
MA
23
MCF Advisors
Kentucky
$649K
AG
24
Advisor Group
Arizona
$482K +$43.6K +1,826 +10%
BEI
25
Benjamin Edwards Inc
Missouri
$336K +$327K +13,687 New