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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

28 hedge funds and large institutions have $118M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
15
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIM
1
Confluence Investment Management
Missouri
$8.35M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.47M
3
Stifel Financial
3
Stifel Financial
Missouri
$19.5M
4
Jane Street
4
Jane Street
New York
$3.64M
5
SWMG
5
Signature Wealth Management Group
Georgia
$1.28M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$6.54M
2
CAI
2
Capital Advisors Inc
Oklahoma
$36.8M
3
TF
3
TLWM Financial
Texas
$3.8M
4
OCM
4
One Capital Management
California
$0
5
LWM
5
Lenox Wealth Management
Ohio
$768K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$42K +$8.19K +348 +24%
LNB
27
Ledyard National Bank
$25K – – –
ASN
28
Advisory Services Network
Georgia
$4K – – –
BlackRock
29
BlackRock
New York
$1K – – –
OCM
30
One Capital Management
California
– -$645K -25,660 Closed
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
– -$14K -606 Closed
1
2