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iShares iBonds Dec 2027 Term Corporate ETF

87 hedge funds and large institutions have $307M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
39
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAI
1
Capital Advisors Inc
Oklahoma
$48.4M 1,810,767 -10,077 -0.6%
Bank of America
2
Bank of America
North Carolina
$26.1M 978,188 +102,363 +12%
Truist Financial
3
Truist Financial
North Carolina
$25.3M 947,849 +93,159 +11%
Morgan Stanley
4
Morgan Stanley
New York
$19.5M 730,579 +117,960 +19%
Wells Fargo
5
Wells Fargo
California
$19.5M 729,194 +425,626 +140%
SIC
6
Sigma Investment Counselors
Michigan
$19.4M 726,700 +169,770 +30%
CIA
7
Capital Investment Advisors
Georgia
$14M 525,245 +80,491 +18%
CIM
8
Confluence Investment Management
Missouri
$11.1M 416,705 +9,549 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.3M 310,756 +69,264 +29%
LPL Financial
10
LPL Financial
California
$7.6M 284,570 +210,147 +282%
US Bancorp
11
US Bancorp
Minnesota
$6.63M 248,130 +495 +0.2%
PPWM
12
PFG Private Wealth Management
Florida
$5.85M 218,847 +18,775 +9%
TF
13
TLWM Financial
Texas
$5.76M 215,480 -6,085 -3%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$5.23M 195,781 +11,384 +6%
Ameriprise
15
Ameriprise
Minnesota
$5.22M 195,273 +7,907 +4%
SSB
16
Sandy Spring Bank
Maryland
$4.65M 174,033 -8,190 -4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$4.33M 162,102 +10,264 +7%
SWMG
18
Signature Wealth Management Group
Georgia
$4.21M 157,640 +5,228 +3%
CTC
19
Central Trust Company
Missouri
$4.05M 151,540 +10,630 +8%
UBS Group
20
UBS Group
Switzerland
$3.68M 137,721 -115,343 -46%
4FG
21
4Thought Financial Group
New York
$3.5M 130,887 +130,887 New
KF
22
Krilogy Financial
Missouri
$3.49M 130,716 +33,538 +35%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.31M 123,973 +35,579 +40%
PWS
24
Peloton Wealth Strategists
Indiana
$2.8M 104,700 +17,500 +20%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.74M 102,703 -623 -0.6%