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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.

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 Market Value Shares Shares
Change
Shares
Change %
CAI
1
Capital Advisors Inc
Oklahoma
$50.2M 1,820,844 +1,820,844 New
Bank of America
2
Bank of America
North Carolina
$24.1M 875,825 +51,405 +6%
Truist Financial
3
Truist Financial
North Carolina
$23.6M 854,690 +87,829 +11%
Morgan Stanley
4
Morgan Stanley
New York
$16.9M 612,619 +48,505 +9%
SIC
5
Sigma Investment Counselors
Michigan
$15.4M 556,930 +391,902 +237%
BOPW
6
Brandywine Oak Private Wealth
Pennsylvania
$14.5M 527,014 +28,193 +6%
CIA
7
Capital Investment Advisors
Georgia
$12.3M 444,754 +66,069 +17%
CIM
8
Confluence Investment Management
Missouri
$11.2M 407,156 -1,444 -0.4%
Citadel Advisors
9
Citadel Advisors
Florida
$10.8M 391,747 -181,430 -32%
Wells Fargo
10
Wells Fargo
California
$8.37M 303,568 +61,920 +26%
UBS Group
11
UBS Group
Switzerland
$6.98M 253,064 +14,164 +6%
US Bancorp
12
US Bancorp
Minnesota
$6.83M 247,635 +67,025 +37%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.66M 241,492 +104,601 +76%
TF
14
TLWM Financial
Texas
$6.11M 221,565 -5,362 -2%
PPWM
15
PFG Private Wealth Management
Florida
$5.52M 200,072 +14,602 +8%
Ameriprise
16
Ameriprise
Minnesota
$5.17M 187,366 +3,204 +2%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$5.08M 184,397 +34,196 +23%
SSB
18
Sandy Spring Bank
Maryland
$5.02M 182,223 +24,954 +16%
SWMG
19
Signature Wealth Management Group
Georgia
$4.2M 152,412 -453 -0.3%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$4.19M 151,838 +11,097 +8%
CTC
21
Central Trust Company
Missouri
$3.89M 140,910 +1,538 +1%
UCFA
22
United Capital Financial Advisors
Texas
$2.86M 103,851 +10,209 +11%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.85M 103,326 +3,308 +3%
KF
24
Krilogy Financial
Missouri
$2.68M 97,178 +898 +0.9%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.44M 88,394 +12,691 +17%