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iShares iBonds Dec 2027 Term Corporate ETF
IBDS
IBDS
27 hedge funds and large institutions have $109M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
17% more funds holding
Funds holding: 23 → 27 (+4)
2% more capital invested
Capital invested by funds: $107M → $109M (+$2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.79% less ownership
Funds ownership: 89.66% → 87.87% (-1.8%)
Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
10
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.8M |
| 2 |
LF
Lee Financial
Dallas,
Texas
|
+$1.78M |
| 3 |
Morgan Stanley
New York
|
+$1.66M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$684K |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
+$606K |
Top Sellers
| 1 |
Jane Street
New York
|
-$3.4M |
| 2 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$1.64M |
| 3 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$460K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$333K |
| 5 |
M&T Bank
Buffalo,
New York
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $14K | +$14.3K | +606 | New |
|
|
ASN
27
Advisory Services Network
Atlanta,
Georgia
| $4K | +$4.34K | +184 | New |
|
28
BlackRock
New York
| $1K | – | – | – |
|
|
BF
29
BOK Financial
Tulsa,
Oklahoma
| – | -$460K | -19,100 | Closed |
|
|
30
M&T Bank
Buffalo,
New York
| – | -$212K | -8,806 | Closed |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$28K | -1,182 | Closed |
|
|
APA
32
American Portfolios Advisors
Holbrook,
New York
| – | -$20.7K | -862 | Closed |
|
|
PCP
33
Proficio Capital Partners
Newton,
Massachusetts
| – | -$15K | -620 | Closed |
|