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iShares iBonds Dec 2027 Term Corporate ETF

89 hedge funds and large institutions have $343M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 22

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

12% more capital invested

Capital invested by funds: $307M → $343M (+$35.8M)

2% more funds holding

Funds holding: 8789 (+2)

1.32% less ownership

Funds ownership: 71.51%70.18% (-1.3%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
44
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$47.9M -$1.1M -40,869 -2%
Bank of America
2
Bank of America
North Carolina
$28.1M +$1.62M +60,149 +6%
Truist Financial
3
Truist Financial
North Carolina
$27.1M +$1.48M +54,731 +6%
SIC
4
Sigma Investment Counselors
Michigan
$24.5M +$4.79M +177,553 +24%
Morgan Stanley
5
Morgan Stanley
New York
$23M +$3.24M +120,105 +16%
Wells Fargo
6
Wells Fargo
California
$19M -$770K -28,554 -4%
CIA
7
Capital Investment Advisors
Georgia
$17.4M +$3.15M +116,891 +22%
CIM
8
Confluence Investment Management
Missouri
$11.5M +$255K +9,476 +2%
HighTower Advisors
9
HighTower Advisors
Illinois
$9.85M
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.73M +$325K +12,069 +4%
LPL Financial
11
LPL Financial
California
$8.7M +$994K +36,871 +13%
US Bancorp
12
US Bancorp
Minnesota
$7.9M +$1.18M +43,897 +18%
PPWM
13
PFG Private Wealth Management
Florida
$6.25M +$325K +12,055 +6%
TF
14
TLWM Financial
Texas
$5.75M -$76K -2,818 -1%
SSB
15
Sandy Spring Bank
Maryland
$5.34M +$635K +23,550 +14%
Ameriprise
16
Ameriprise
Minnesota
$5.08M -$211K -7,833 -4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$4.87M +$486K +18,048 +11%
SWMG
18
Signature Wealth Management Group
Georgia
$4.29M +$22.3K +826 +0.5%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$4.21M -$1.08M -40,250 -21%
CTC
20
Central Trust Company
Missouri
$4.05M -$49.5K -1,835 -1%
KF
21
Krilogy Financial
Missouri
$3.93M +$390K +14,488 +11%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$3.81M +$459K +17,048 +14%
Jane Street
23
Jane Street
New York
$3.8M +$2.36M +87,632 +166%
PWS
24
Peloton Wealth Strategists
Indiana
$3.78M +$943K +35,000 +33%
4FG
25
4Thought Financial Group
New York
$3.66M +$118K +4,396 +3%