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iShares iBonds Dec 2027 Term Corporate ETF

73 hedge funds and large institutions have $209M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 16

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more capital invested

Capital invested by funds: $184M → $209M (+$25.3M)

6.22% more ownership

Funds ownership: 57.2%63.42% (+6.2%)

6% more funds holding

Funds holding: 6973 (+4)

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
8
Increased
39
Reduced
16
Closed
4
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
$22.4M +$1.39M +51,048 +7%
Truist Financial
2
Truist Financial
North Carolina
$20.8M +$1.29M +47,416 +7%
Citadel Advisors
3
Citadel Advisors
Florida
$15.6M +$12.9M +474,392 +480%
Morgan Stanley
4
Morgan Stanley
New York
$15.3M +$3.08M +113,192 +25%
BOPW
5
Brandywine Oak Private Wealth
Pennsylvania
$13.5M +$1,000K +36,713 +8%
CIM
6
Confluence Investment Management
Missouri
$11.1M +$202K +7,419 +2%
CIA
7
Capital Investment Advisors
Georgia
$10.3M +$2.78M +102,071 +37%
Wells Fargo
8
Wells Fargo
California
$6.56M -$2.36M -86,567 -26%
UBS Group
9
UBS Group
Switzerland
$6.48M +$235K +8,648 +4%
TF
10
TLWM Financial
Texas
$6.14M +$6.18M +226,927 New
PPWM
11
PFG Private Wealth Management
Florida
$5.03M +$380K +13,960 +8%
Ameriprise
12
Ameriprise
Minnesota
$5M +$194K +7,127 +4%
US Bancorp
13
US Bancorp
Minnesota
$4.9M +$2.93M +107,490 +147%
SIC
14
Sigma Investment Counselors
Michigan
$4.48M -$4.62M -169,506 -51%
SSB
15
Sandy Spring Bank
Maryland
$4.27M +$884K +32,452 +26%
SWMG
16
Signature Wealth Management Group
Georgia
$4.15M -$177K -6,488 -4%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$4.09M +$125K +4,596 +3%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$3.82M +$364K +13,359 +10%
CTC
19
Central Trust Company
Missouri
$3.78M +$37.5K +1,379 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.71M +$2.7M +99,158 +263%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.71M -$152K -5,595 -5%
KF
22
Krilogy Financial
Missouri
$2.61M -$589K -21,642 -18%
UCFA
23
United Capital Financial Advisors
Texas
$2.54M -$106K -3,881 -4%
RJA
24
Raymond James & Associates
Florida
$2.28M +$305K +11,211 +15%
PWS
25
Peloton Wealth Strategists
Indiana
$2.06M +$735K +27,000 +55%