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iShares iBonds Dec 2027 Term Corporate ETF

84 hedge funds and large institutions have $295M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

144% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 16

41% more capital invested

Capital invested by funds: $209M → $295M (+$86.1M)

15% more funds holding

Funds holding: 7384 (+11)

8.77% more ownership

Funds ownership: 63.42%72.19% (+8.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
84
Holders Change
+11
Holders Change %
+15.07%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
39
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$50.2M +$49.7M +1,820,844 New
Bank of America
2
Bank of America
North Carolina
$24.1M +$1.4M +51,405 +6%
Truist Financial
3
Truist Financial
North Carolina
$23.6M +$2.4M +87,829 +11%
Morgan Stanley
4
Morgan Stanley
New York
$16.9M +$1.32M +48,505 +9%
SIC
5
Sigma Investment Counselors
Michigan
$15.4M +$10.7M +391,902 +237%
BOPW
6
Brandywine Oak Private Wealth
Pennsylvania
$14.5M +$770K +28,193 +6%
CIA
7
Capital Investment Advisors
Georgia
$12.3M +$1.8M +66,069 +17%
CIM
8
Confluence Investment Management
Missouri
$11.2M -$39.4K -1,444 -0.4%
Citadel Advisors
9
Citadel Advisors
Florida
$10.8M -$4.95M -181,430 -32%
Wells Fargo
10
Wells Fargo
California
$8.37M +$1.69M +61,920 +26%
UBS Group
11
UBS Group
Switzerland
$6.98M +$387K +14,164 +6%
US Bancorp
12
US Bancorp
Minnesota
$6.83M +$1.83M +67,025 +37%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.66M +$2.86M +104,601 +76%
TF
14
TLWM Financial
Texas
$6.11M -$146K -5,362 -2%
PPWM
15
PFG Private Wealth Management
Florida
$5.52M +$399K +14,602 +8%
Ameriprise
16
Ameriprise
Minnesota
$5.17M +$87.5K +3,204 +2%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$5.08M +$933K +34,196 +23%
SSB
18
Sandy Spring Bank
Maryland
$5.02M +$681K +24,954 +16%
SWMG
19
Signature Wealth Management Group
Georgia
$4.2M -$12.4K -453 -0.3%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$4.19M +$303K +11,097 +8%
CTC
21
Central Trust Company
Missouri
$3.88M +$42K +1,538 +1%
UCFA
22
United Capital Financial Advisors
Texas
$2.86M +$279K +10,209 +11%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.85M +$90.3K +3,308 +3%
KF
24
Krilogy Financial
Missouri
$2.68M +$24.5K +898 +0.9%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.44M +$346K +12,691 +17%