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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.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 17

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

4% more funds holding

Funds holding: 8487 (+3)

4% more capital invested

Capital invested by funds: $295M → $307M (+$11.8M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.68% less ownership

Funds ownership: 72.19%71.51% (-0.68%)

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 Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$48.4M -$274K -10,077 -0.6%
Bank of America
2
Bank of America
North Carolina
$26.1M +$2.79M +102,363 +12%
Truist Financial
3
Truist Financial
North Carolina
$25.3M +$2.54M +93,159 +11%
Morgan Stanley
4
Morgan Stanley
New York
$19.5M +$3.21M +117,960 +19%
Wells Fargo
5
Wells Fargo
California
$19.5M +$11.6M +425,626 +140%
SIC
6
Sigma Investment Counselors
Michigan
$19.4M +$4.62M +169,770 +30%
CIA
7
Capital Investment Advisors
Georgia
$14M +$2.19M +80,491 +18%
CIM
8
Confluence Investment Management
Missouri
$11.1M +$260K +9,549 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.3M +$1.88M +69,264 +29%
LPL Financial
10
LPL Financial
California
$7.6M +$5.72M +210,147 +282%
US Bancorp
11
US Bancorp
Minnesota
$6.63M +$13.5K +495 +0.2%
PPWM
12
PFG Private Wealth Management
Florida
$5.85M +$511K +18,775 +9%
TF
13
TLWM Financial
Texas
$5.76M -$166K -6,085 -3%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$5.23M +$310K +11,384 +6%
Ameriprise
15
Ameriprise
Minnesota
$5.22M +$215K +7,907 +4%
SSB
16
Sandy Spring Bank
Maryland
$4.65M -$223K -8,190 -4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$4.33M +$279K +10,264 +7%
SWMG
18
Signature Wealth Management Group
Georgia
$4.21M +$142K +5,228 +3%
CTC
19
Central Trust Company
Missouri
$4.05M +$289K +10,630 +8%
UBS Group
20
UBS Group
Switzerland
$3.68M -$3.14M -115,343 -46%
4FG
21
4Thought Financial Group
New York
$3.5M +$3.56M +130,887 New
KF
22
Krilogy Financial
Missouri
$3.49M +$913K +33,538 +35%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.31M +$968K +35,579 +40%
PWS
24
Peloton Wealth Strategists
Indiana
$2.8M +$476K +17,500 +20%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.74M -$17K -623 -0.6%