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iShares iBonds Dec 2027 Term Corporate ETF

101 hedge funds and large institutions have $379M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
1.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
44
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAI
1
Capital Advisors Inc
Oklahoma
$48.9M 1,840,461 +19,774 +1%
Bank of America
2
Bank of America
North Carolina
$32.7M 1,229,570 +153,739 +14%
SIC
3
Sigma Investment Counselors
Michigan
$28.1M 1,058,197 +55,390 +6%
Truist Financial
4
Truist Financial
North Carolina
$27.3M 1,027,572 +76,394 +8%
Morgan Stanley
5
Morgan Stanley
New York
$23.5M 884,233 -48,904 -5%
CIA
6
Capital Investment Advisors
Georgia
$21.7M 816,114 +82,245 +11%
Wells Fargo
7
Wells Fargo
California
$18.8M 708,772 +28,453 +4%
HighTower Advisors
8
HighTower Advisors
Illinois
-452,726 Closed
CIM
9
Confluence Investment Management
Missouri
$11.5M 434,689 +6,123 +1%
LPL Financial
10
LPL Financial
California
$9.95M 374,647 +21,921 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.54M 359,209 +12,022 +3%
US Bancorp
12
US Bancorp
Minnesota
$8.13M 306,208 -3,458 -1%
MGIA
13
Matthew Goff Investment Advisor
Texas
$7.54M 283,770 +27,607 +11%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$6.45M 242,844 +36,483 +18%
SSB
15
Sandy Spring Bank
Maryland
$5.94M 223,573 +14,665 +7%
TF
16
TLWM Financial
Texas
$5.55M 208,863 -713 -0.3%
AIA
17
Arcadia Investment Advisors
Idaho
$5.49M 206,580 +55,963 +37%
PPWM
18
PFG Private Wealth Management
Florida
$4.83M 181,908 -65,940 -27%
Ameriprise
19
Ameriprise
Minnesota
$4.7M 176,938 -10,001 -5%
CP
20
Camelot Portfolios
Ohio
$4.63M 174,247 +40,794 +31%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$4.59M 172,918 +16,654 +11%
SWMG
22
Signature Wealth Management Group
Georgia
$4.34M 163,390 +3,937 +2%
4FG
23
4Thought Financial Group
New York
$4.17M 156,821 +5,837 +4%
PWS
24
Peloton Wealth Strategists
Indiana
$4.15M 156,200 -3,000 -2%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$4M 150,764 +171 +0.1%