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iShares iBonds Dec 2027 Term Corporate ETF

62 hedge funds and large institutions have $213M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
62
Holders Change
+13
Holders Change %
+26.53%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
17
Increased
29
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAI
1
Capital Advisors Inc
Oklahoma
$43.2M 1,662,321 +223,844 +16%
MFWM
2
Motley Fool Wealth Management
Virginia
$33.2M 1,275,247 -11,736 -0.9%
Bank of America
3
Bank of America
North Carolina
$19.3M 743,259 +192,535 +35%
CIM
4
Confluence Investment Management
Missouri
$11.7M 457,652 -8,552 -2%
Stifel Financial
5
Stifel Financial
Missouri
$10M 387,285 -17,088 -4%
Morgan Stanley
6
Morgan Stanley
New York
$8.85M 340,346 +31,405 +10%
Wells Fargo
7
Wells Fargo
California
$8.59M 330,323 +38,226 +13%
TF
8
TLWM Financial
Texas
$6.41M 246,506 +246,506 New
UBS Group
9
UBS Group
Switzerland
$6.28M 241,304 +114,737 +91%
RJA
10
Raymond James & Associates
Florida
$5.46M 209,871 +83,115 +66%
PPWM
11
PFG Private Wealth Management
Florida
$4.3M 165,377 +165,377 New
SWMG
12
Signature Wealth Management Group
Georgia
$4.03M 155,084 +907 +0.6%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$3.43M 131,663 +1,114 +0.9%
LPL Financial
14
LPL Financial
California
$3.18M 122,206 +23,051 +23%
UCFA
15
United Capital Financial Advisors
Texas
$3.16M 121,362 -5,079 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.06M 117,606 -7,790 -6%
Ameriprise
17
Ameriprise
Minnesota
$3.04M 116,938 +23,668 +25%
KF
18
Krilogy Financial
Missouri
$3M 115,497 -833 -0.7%
Citadel Advisors
19
Citadel Advisors
Florida
$2.89M 111,249 +111,249 New
SIC
20
Sigma Investment Counselors
Michigan
$2.48M 95,385 +95,385 New
CIA
21
Capital Investment Advisors
Georgia
$2.39M 91,849 +91,849 New
CTC
22
Central Trust Company
Missouri
$2.32M 89,197 +47,840 +116%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.25M 86,385 +11,340 +15%
WI
24
WrapManager Inc
California
$2.18M 83,742 +83,742 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.14M 82,197 +1,978 +2%