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iShares iBonds Dec 2027 Term Corporate ETF

49 hedge funds and large institutions have $175M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
26
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAI
1
Capital Advisors Inc
Oklahoma
$36.7M 1,438,477
MFWM
2
Motley Fool Wealth Management
Virginia
$33.4M 1,286,983 +952,506 +285%
Bank of America
3
Bank of America
North Carolina
$14.3M 550,724 +60,136 +12%
CIM
4
Confluence Investment Management
Missouri
$12.1M 466,204 +8,552 +2%
Stifel Financial
5
Stifel Financial
Missouri
$10.5M 404,373 -19,276 -5%
Morgan Stanley
6
Morgan Stanley
New York
$8.01M 308,941 +27,276 +10%
Wells Fargo
7
Wells Fargo
California
$7.57M 292,097 +32,106 +12%
TF
8
TLWM Financial
Texas
SWMG
9
Signature Wealth Management Group
Georgia
$4M 154,177 +2,161 +1%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$3.38M 130,549 +1,153 +0.9%
RJA
11
Raymond James & Associates
Florida
$3.29M 126,756 +92,263 +267%
UBS Group
12
UBS Group
Switzerland
$3.28M 126,567 +4,941 +4%
UCFA
13
United Capital Financial Advisors
Texas
$3.28M 126,441 -9,127 -7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.25M 125,396 -4,102 -3%
KF
15
Krilogy Financial
Missouri
$3.02M 116,330 -4,353 -4%
LPL Financial
16
LPL Financial
California
$2.57M 99,155 +62,943 +174%
Ameriprise
17
Ameriprise
Minnesota
$2.42M 93,270 +73,523 +372%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$2.08M 80,219 +1,086 +1%
LF
19
Lee Financial
Texas
$1.96M 75,407
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.95M 75,045 +53,182 +243%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.32M 51,005 +7,439 +17%
TCCM
22
Timber Creek Capital Management
Massachusetts
$1.26M 48,490 +37,610 +346%
CTC
23
Central Trust Company
Missouri
$1.07M 41,357 +41,357 New
Jane Street
24
Jane Street
New York
$995K 38,392 -13,077 -25%
PWS
25
Peloton Wealth Strategists
Indiana
$778K 30,000 +17,000 +131%