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iShares iBonds Dec 2027 Term Corporate ETF

96 hedge funds and large institutions have $375M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

153% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 19

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

10% more capital invested

Capital invested by funds: $343M → $375M (+$32.9M)

8% more funds holding

Funds holding: 8996 (+7)

2.98% more ownership

Funds ownership: 70.18%73.17% (+3%)

Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
11
Increased
48
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$49.1M +$1.38M +50,789 +3%
Bank of America
2
Bank of America
North Carolina
$29M +$1.02M +37,494 +4%
SIC
3
Sigma Investment Counselors
Michigan
$27.1M +$2.67M +98,554 +11%
Truist Financial
4
Truist Financial
North Carolina
$25.7M -$1.39M -51,402 -5%
Morgan Stanley
5
Morgan Stanley
New York
$25.2M +$2.24M +82,453 +10%
CIA
6
Capital Investment Advisors
Georgia
$19.8M +$2.49M +91,733 +14%
Wells Fargo
7
Wells Fargo
California
$18.4M -$551K -20,321 -3%
HighTower Advisors
8
HighTower Advisors
Illinois
$12.2M +$12.3M +452,726 New
CIM
9
Confluence Investment Management
Missouri
$11.6M +$64.7K +2,385 +0.6%
LPL Financial
10
LPL Financial
California
$9.52M +$849K +31,285 +10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.37M +$661K +24,362 +8%
US Bancorp
12
US Bancorp
Minnesota
$8.36M +$479K +17,639 +6%
MGIA
13
Matthew Goff Investment Advisor
Texas
$6.91M +$5.18M +190,781 +292%
PPWM
14
PFG Private Wealth Management
Florida
$6.69M +$460K +16,946 +7%
TF
15
TLWM Financial
Texas
$5.66M -$83.7K -3,086 -1%
SSB
16
Sandy Spring Bank
Maryland
$5.64M +$307K +11,325 +6%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$5.57M +$711K +26,211 +15%
Ameriprise
18
Ameriprise
Minnesota
$5.04M -$13.6K -501 -0.3%
Jane Street
19
Jane Street
New York
$4.96M +$1.17M +43,272 +31%
Citadel Advisors
20
Citadel Advisors
Florida
$4.38M +$3.58M +132,118 +439%
SWMG
21
Signature Wealth Management Group
Georgia
$4.3M +$26.8K +987 +0.6%
PWS
22
Peloton Wealth Strategists
Indiana
$4.29M +$529K +19,500 +14%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$4.22M +$414K +15,243 +11%
4FG
24
4Thought Financial Group
New York
$4.07M +$426K +15,701 +12%
AIA
25
Arcadia Investment Advisors
Idaho
$4.06M +$3.94M +145,315 +2,741%