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iShares iBonds Dec 2027 Term Corporate ETF

128 hedge funds and large institutions have $691M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

121% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 28

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

15% more capital invested

Capital invested by funds: $602M → $691M (+$89.2M)

8% more funds holding

Funds holding: 118128 (+10)

0.82% less ownership

Funds ownership: 80.46%79.65% (-0.82%)

Holders
128
Holders Change
+10
Holders Change %
+8.47%
% of All Funds
2.2%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
16
Increased
62
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$145M -$13.6M -570,073 -8%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$50.3M +$52.3M +2,187,499 New
Bank of America
3
Bank of America
North Carolina
$37.7M +$456K +19,078 +1%
CAI
4
Capital Advisors Inc
Oklahoma
$31.7M -$18.7M -780,820 -36%
CIA
5
Capital Investment Advisors
Georgia
$28.4M +$3.21M +134,563 +12%
GA
6
Gateway Advisory
New Jersey
$24M +$24.9M +1,042,513 New
SIC
7
Sigma Investment Counselors
Michigan
$23M -$1.52M -63,789 -6%
Ameriprise
8
Ameriprise
Minnesota
$16.9M +$12.9M +541,144 +281%
Morgan Stanley
9
Morgan Stanley
New York
$16.7M +$1.13M +47,270 +7%
Truist Financial
10
Truist Financial
North Carolina
$15.4M -$1.56M -65,380 -9%
KA
11
Klingman & Associates
New York
$15.2M +$3.92M +164,208 +33%
LPL Financial
12
LPL Financial
California
$14.8M +$1.49M +62,442 +11%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$14.5M +$5.79M +242,379 +63%
ACM
14
Advisors Capital Management
New Jersey
$14.2M +$8.24M +344,792 +131%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$13.2M +$5.61M +234,758 +69%
HighTower Advisors
16
HighTower Advisors
Illinois
$11.9M -$6.84M -286,229 Closed
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10.8M +$117K +4,878 +1%
CIM
18
Confluence Investment Management
Missouri
$10.2M -$37.8K -1,583 -0.4%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$9.3M +$1.27M +53,183 +15%
US Bancorp
20
US Bancorp
Minnesota
$9.06M +$1.27M +53,280 +16%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$8.96M +$265K +11,079 +3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$8.45M +$2.87M +120,094 +49%
WIC
23
Woodmont Investment Counsel
Tennessee
$8.22M +$2.71M +113,345 +46%
RJA
24
Raymond James & Associates
Florida
$7.93M +$3.04M +127,343 +59%
Wells Fargo
25
Wells Fargo
California
$7.83M +$3.12M +130,753 +62%