We are live on ! Find out more
IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

69 hedge funds and large institutions have $184M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 14

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

10% more funds holding

Funds holding: 6369 (+6)

20.97% less ownership

Funds ownership: 78.16%57.2% (-21%)

22% less capital invested

Capital invested by funds: $234M → $184M (-$50.7M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
33
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$20.9M +$986K +37,901 +5%
Truist Financial
2
Truist Financial
North Carolina
$19.4M +$487K +18,716 +3%
BOPW
3
Brandywine Oak Private Wealth
Pennsylvania
$12.5M +$12M +462,108 New
Morgan Stanley
4
Morgan Stanley
New York
$12.2M +$766K +29,454 +7%
CIM
5
Confluence Investment Management
Missouri
$10.8M +$133K +5,121 +1%
SIC
6
Sigma Investment Counselors
Michigan
$9.02M +$3.57M +137,325 +70%
Wells Fargo
7
Wells Fargo
California
$8.85M -$526K -20,212 -6%
CIA
8
Capital Investment Advisors
Georgia
$7.46M +$2.7M +103,737 +60%
UBS Group
9
UBS Group
Switzerland
$6.21M +$303K +11,645 +5%
TF
10
TLWM Financial
Texas
$6.19M
Ameriprise
11
Ameriprise
Minnesota
$4.77M +$92.7K +3,564 +2%
PPWM
12
PFG Private Wealth Management
Florida
$4.62M +$106K +4,091 +2%
SWMG
13
Signature Wealth Management Group
Georgia
$4.3M -$3.15K -121 -0.1%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$3.93M +$3.48M +133,900 +1,144%
CTC
15
Central Trust Company
Missouri
$3.72M +$967K +37,172 +37%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$3.43M +$783K +30,103 +31%
SSB
17
Sandy Spring Bank
Maryland
$3.37M +$571K +21,969 +21%
KF
18
Krilogy Financial
Missouri
$3.18M +$1.37M +52,823 +81%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.85M -$85.6K -3,290 -3%
Citadel Advisors
20
Citadel Advisors
Florida
$2.66M -$3.54M -136,112 -58%
UCFA
21
United Capital Financial Advisors
Texas
$2.63M -$433K -16,645 -15%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.07M +$106K +4,072 +6%
US Bancorp
23
US Bancorp
Minnesota
$1.97M +$1.9M +73,120 New
RJA
24
Raymond James & Associates
Florida
$1.96M -$269K -10,341 -12%
WI
25
WrapManager Inc
California
$1.94M +$260K +9,985 +16%