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iShares iBonds Dec 2027 Term Corporate ETF

301 hedge funds and large institutions have $1.78B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

198% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 54

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

16% more capital invested

Capital invested by funds: $1.53B → $1.78B (+$251M)

11% more funds holding

Funds holding: 271301 (+30)

2.92% less ownership

Funds ownership: 77.59%74.67% (-2.9%)

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
4.34%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
46
Increased
161
Reduced
54
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$163M +$16.1M +674,918 +11%
SRC
2
Shufro Rose & Co
New York
$122M +$121M +5,090,112 +15,356%
Ameriprise
3
Ameriprise
Minnesota
$113M +$81.4M +3,418,512 +257%
CAI
4
Capital Advisors Inc
Oklahoma
$74.6M +$7.54M +316,885 +11%
Morgan Stanley
5
Morgan Stanley
New York
$70.9M -$62.7M -2,633,198 -47%
UBS Group
6
UBS Group
Switzerland
$45.8M +$2M +83,988 +5%
CIA
7
Capital Investment Advisors
Georgia
$44.6M -$3.9M -163,639 -8%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$44.5M +$9.73M +408,700 +28%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$41.7M +$6.34M +266,446 +18%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$41.4M -$665K -27,930 -2%
ACA
11
Aptus Capital Advisors
Alabama
$40.4M +$4.96M +208,164 +14%
MMA
12
Miracle Mile Advisors
California
$37.7M +$1.17M +49,102 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$37.1M +$2.24M +94,131 +6%
Wells Fargo
14
Wells Fargo
California
$33.1M +$8.23M +345,495 +33%
LPL Financial
15
LPL Financial
California
$28.7M +$223K +9,385 +0.8%
WIC
16
Woodmont Investment Counsel
Tennessee
$27.5M +$1.99M +83,634 +8%
GWA
17
Gratus Wealth Advisors
Virginia
$27M +$2.5M +104,839 +10%
Truist Financial
18
Truist Financial
North Carolina
$26.4M +$2.47M +103,775 +10%
KA
19
Klingman & Associates
New York
$25.9M
HighTower Advisors
20
HighTower Advisors
Illinois
$24.7M
SIC
21
Sigma Investment Counselors
Michigan
$23.7M +$632K +26,530 +3%
KCM
22
Kathmere Capital Management
Pennsylvania
$22.2M +$1.64M +69,032 +8%
Corient Private Wealth
23
Corient Private Wealth
Florida
$18.7M
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$17.7M -$89.6K -3,765 -0.5%
RW
25
RVW Wealth
California
$17.1M -$321K -13,486 -2%