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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.

Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.69%
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 Market Value Shares Shares
Change
Shares
Change %
CAI
1
Capital Advisors Inc
Oklahoma
$49.1M 1,820,687 +50,789 +3%
Bank of America
2
Bank of America
North Carolina
$29M 1,075,831 +37,494 +4%
SIC
3
Sigma Investment Counselors
Michigan
$27.1M 1,002,807 +98,554 +11%
Truist Financial
4
Truist Financial
North Carolina
$25.7M 951,178 -51,402 -5%
Morgan Stanley
5
Morgan Stanley
New York
$25.2M 933,137 +82,453 +10%
CIA
6
Capital Investment Advisors
Georgia
$19.8M 733,869 +91,733 +14%
Wells Fargo
7
Wells Fargo
California
$18.4M 680,319 -20,321 -3%
HighTower Advisors
8
HighTower Advisors
Illinois
$12.2M 452,726 +452,726 New
CIM
9
Confluence Investment Management
Missouri
$11.6M 428,566 +2,385 +0.6%
LPL Financial
10
LPL Financial
California
$9.52M 352,726 +31,285 +10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.37M 347,187 +24,362 +8%
US Bancorp
12
US Bancorp
Minnesota
$8.36M 309,666 +17,639 +6%
MGIA
13
Matthew Goff Investment Advisor
Texas
$6.91M 256,163 +190,781 +292%
PPWM
14
PFG Private Wealth Management
Florida
$6.69M 247,848 +16,946 +7%
TF
15
TLWM Financial
Texas
$5.66M 209,576 -3,086 -1%
SSB
16
Sandy Spring Bank
Maryland
$5.64M 208,908 +11,325 +6%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$5.57M 206,361 +26,211 +15%
Ameriprise
18
Ameriprise
Minnesota
$5.05M 186,939 -501 -0.3%
Jane Street
19
Jane Street
New York
$4.96M 183,724 +43,272 +31%
Citadel Advisors
20
Citadel Advisors
Florida
$4.38M 162,213 +132,118 +439%
SWMG
21
Signature Wealth Management Group
Georgia
$4.3M 159,453 +987 +0.6%
PWS
22
Peloton Wealth Strategists
Indiana
$4.3M 159,200 +19,500 +14%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$4.22M 156,264 +15,243 +11%
4FG
24
4Thought Financial Group
New York
$4.07M 150,984 +15,701 +12%
AIA
25
Arcadia Investment Advisors
Idaho
$4.06M 150,617 +145,315 +2,741%