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iShares iBonds Dec 2027 Term Corporate ETF

118 hedge funds and large institutions have $602M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

74% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 27

27% more capital invested

Capital invested by funds: $474M → $602M (+$127M)

11% more funds holding

Funds holding: 106118 (+12)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6.93% less ownership

Funds ownership: 87.4%80.46% (-6.9%)

Holders
118
Holders Change
+12
Holders Change %
+11.32%
% of All Funds
1.99%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
22
Increased
47
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$164M +$74.7M +3,089,588 +82%
CAI
2
Capital Advisors Inc
Oklahoma
$52M +$6.48M +268,060 +14%
Bank of America
3
Bank of America
North Carolina
$38.7M +$8.6M +355,853 +28%
CIA
4
Capital Investment Advisors
Georgia
$26.3M +$2.83M +117,054 +12%
SIC
5
Sigma Investment Counselors
Michigan
$25.4M -$422K -17,474 -2%
Truist Financial
6
Truist Financial
North Carolina
$17.6M -$3.16M -130,624 -15%
Morgan Stanley
7
Morgan Stanley
New York
$16.2M -$1.6M -66,024 -9%
LPL Financial
8
LPL Financial
California
$13.9M +$4.91M +203,020 +54%
KA
9
Klingman & Associates
New York
$11.8M +$12M +496,001 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11M +$1.76M +72,687 +19%
CIM
11
Confluence Investment Management
Missouri
$10.6M -$128K -5,316 -1%
SPF
12
Steven Patrick Farmer
$10.6M +$10.7M +443,800 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.22M +$3.84M +158,849 +70%
SVWAG
14
Sound View Wealth Advisors Group
Georgia
$9.04M +$552K +22,852 +6%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$8.32M +$121K +5,012 +1%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$8.15M +$4.16M +172,353 +102%
US Bancorp
17
US Bancorp
Minnesota
$8.13M +$1.32M +54,784 +19%
AF
18
Arrow Financial
New York
$7.89M +$6.71M +277,739 +528%
MGIA
19
Matthew Goff Investment Advisor
Texas
$7.05M -$5.68K -235 -0.1%
HighTower Advisors
20
HighTower Advisors
Illinois
$6.83M +$6.92M +286,229 New
ACM
21
Advisors Capital Management
New Jersey
$6.3M +$6.38M +264,145 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$5.9M +$1.86M +77,118 +45%
WIC
23
Woodmont Investment Counsel
Tennessee
$5.83M +$1.43M +59,080 +32%
Jane Street
24
Jane Street
New York
$5.69M +$5.76M +238,420 New
SSB
25
Sandy Spring Bank
Maryland
$5.47M -$41.8K -1,730 -0.7%