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iShares iBonds Dec 2027 Term Corporate ETF

147 hedge funds and large institutions have $900M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
147
Holders Change
+19
Holders Change %
+14.84%
% of All Funds
2.37%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
34
Increased
79
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$124M 5,289,617 -1,019,898 -16%
Bank of America
2
Bank of America
North Carolina
$89.6M 3,834,764 +2,195,471 +134%
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$52.9M 2,263,966 +76,467 +3%
CAI
4
Capital Advisors Inc
Oklahoma
$52.9M 2,261,795 +864,098 +62%
CIA
5
Capital Investment Advisors
Georgia
$32.5M 1,390,032 +153,703 +12%
KA
6
Klingman & Associates
New York
-660,209 Closed
Ameriprise
7
Ameriprise
Minnesota
$22.6M 967,037 +233,266 +32%
Morgan Stanley
8
Morgan Stanley
New York
$22.5M 962,442 +235,552 +32%
SIC
9
Sigma Investment Counselors
Michigan
$22.4M 957,108 -42,395 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$20.5M 875,561 +508,243 +138%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$20.1M 861,585 +232,966 +37%
LPL Financial
12
LPL Financial
California
$20.1M 860,492 +217,055 +34%
UBS Group
13
UBS Group
Switzerland
$18.4M 788,858 +505,980 +179%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$18.3M 781,350 +205,359 +36%
SVWAG
15
Sound View Wealth Advisors Group
Georgia
$17.9M 746,143 +356,511 +91%
RW
16
RVW Wealth
California
$17.5M 748,215 +710,224 +1,869%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$17.3M 739,228 +271,808 +58%
CIM
18
Corda Investment Management
Texas
$16.6M 711,060 +711,060 New
Truist Financial
19
Truist Financial
North Carolina
$15.9M 679,534 +8,954 +1%
ACM
20
Advisors Capital Management
New Jersey
$15.4M 657,173 +48,236 +8%
HighTower Advisors
21
HighTower Advisors
Illinois
Wells Fargo
22
Wells Fargo
California
$12.2M 520,177 +179,546 +53%
Corient Private Wealth
23
Corient Private Wealth
Florida
HCM
24
Hengehold Capital Management
Ohio
$11.4M 487,808 +487,808 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$10.5M 447,369 +43,108 +11%