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iShares iBonds Dec 2027 Term Corporate ETF

106 hedge funds and large institutions have $474M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 26

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $379M → $474M (+$95.1M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more ownership

Funds ownership: 68.4%87.4% (+19%)

5% more funds holding

Funds holding: 101106 (+5)

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
13
Increased
51
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$94.5M +$97.2M +3,790,000 New
CAI
2
Capital Advisors Inc
Oklahoma
$47.6M +$1.79M +69,996 +4%
Bank of America
3
Bank of America
North Carolina
$31.5M +$892K +34,792 +3%
SIC
4
Sigma Investment Counselors
Michigan
$27M +$579K +22,569 +2%
CIA
5
Capital Investment Advisors
Georgia
$24.6M +$4.32M +168,598 +21%
Truist Financial
6
Truist Financial
North Carolina
$21.6M -$4.13M -160,988 -16%
Morgan Stanley
7
Morgan Stanley
New York
$18.6M -$3.55M -138,589 -16%
HighTower Advisors
8
HighTower Advisors
Illinois
$11.9M
CIM
9
Confluence Investment Management
Missouri
$11.2M +$370K +14,427 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.72M +$786K +30,646 +9%
LPL Financial
11
LPL Financial
California
$9.43M +$85.3K +3,328 +0.9%
SVWAG
12
Sound View Wealth Advisors Group
Georgia
$8.87M +$8.73M +340,248 +2,202%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$8.63M +$2.65M +103,222 +43%
MGIA
14
Matthew Goff Investment Advisor
Texas
$7.37M +$302K +11,784 +4%
US Bancorp
15
US Bancorp
Minnesota
$7.13M -$518K -20,201 -7%
Wells Fargo
16
Wells Fargo
California
$6.95M -$11M -430,261 -61%
SSB
17
Sandy Spring Bank
Maryland
$5.75M +$184K +7,192 +3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.67M +$3.46M +134,975 +146%
AIA
19
Arcadia Investment Advisors
Idaho
$5.45M +$306K +11,917 +6%
TF
20
TLWM Financial
Texas
$5.2M -$5.13K -200 -0.1%
UBS Group
21
UBS Group
Switzerland
$5M +$1.49M +58,282 +41%
PPWM
22
PFG Private Wealth Management
Florida
$4.83M +$303K +11,821 +6%
Ameriprise
23
Ameriprise
Minnesota
$4.67M +$274K +10,670 +6%
WIC
24
Woodmont Investment Counsel
Tennessee
$4.61M +$2.84M +110,760 +149%
PWS
25
Peloton Wealth Strategists
Indiana
$4.59M +$718K +28,000 +18%