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iShares iBonds Dec 2027 Term Corporate ETF

183 hedge funds and large institutions have $1.16B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 40 reducing their positions, and 16 closing their positions.

Holders
183
Holders Change
+10
Holders Change %
+5.78%
% of All Funds
2.89%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
27
Increased
97
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$114M 4,873,550 +562,877 +13%
ACA
2
Aptus Capital Advisors
Alabama
$61.3M 2,611,355 -1,689,074 -39%
CAI
3
Capital Advisors Inc
Oklahoma
$59.9M 2,549,777 +124,956 +5%
Morgan Stanley
4
Morgan Stanley
New York
$46.8M 1,993,813 +619,421 +45%
CIA
5
Capital Investment Advisors
Georgia
$42.4M 1,807,559 +206,087 +13%
Ameriprise
6
Ameriprise
Minnesota
$41.2M 1,753,475 +194,989 +13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$39.6M 1,686,922 +164,951 +11%
MMA
8
Miracle Mile Advisors
California
$35.3M 1,502,184 +53,123 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$32.5M 1,384,736 +55,904 +4%
UBS Group
10
UBS Group
Switzerland
$28.2M 1,202,753 -20,041 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$28.1M 1,197,134 +169,758 +17%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$27.3M 1,162,553 +186,756 +19%
KA
13
Klingman & Associates
New York
LPL Financial
14
LPL Financial
California
$23.2M 987,410 -17,118 -2%
NA
15
NewEdge Advisors
Louisiana
$22.3M 951,162 +121,585 +15%
Truist Financial
16
Truist Financial
North Carolina
$22.3M 949,042 +258,611 +37%
SIC
17
Sigma Investment Counselors
Michigan
$21.8M 929,390 -2,108 -0.2%
HFRG
18
Houlihan Financial Resource Group
Virginia
$21.1M 894,298 +846,998 +1,791%
CIM
19
Corda Investment Management
Texas
-800,520 Closed
ACM
20
Advisors Capital Management
New Jersey
$17.5M 745,981 +58,396 +8%
RW
21
RVW Wealth
California
$17.5M 745,657 -7,560 -1%
GA
22
Gateway Advisory
New Jersey
$17.4M 740,566 +369,356 +100%
Corient Private Wealth
23
Corient Private Wealth
Florida
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$15.6M 662,426 +30,721 +5%
HighTower Advisors
25
HighTower Advisors
Illinois
-544,661 Closed