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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

41 hedge funds and large institutions have $91.4M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
16
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MFWM
1
Motley Fool Wealth Management
Virginia
$5.75M
2
KF
2
Krilogy Financial
Missouri
$2.65M
3
CIM
3
Confluence Investment Management
Missouri
$11.2M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$1.82M
5
UBS Group
5
UBS Group
Switzerland
$2.52M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$3.15M
2
Stifel Financial
2
Stifel Financial
Missouri
$13.5M
3
Bank of America
3
Bank of America
North Carolina
$11.6M
4
TF
4
TLWM Financial
Texas
$4.98M
5
Jane Street
5
Jane Street
New York
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
26
Boston Advisors
Massachusetts
$320K +$320K +13,045 New
Ameriprise
27
Ameriprise
Minnesota
$297K +$297K +12,126 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$251K +$251K +10,195 New
SSB
29
Sandy Spring Bank
Maryland
$246K +$145K +5,930 +145%
ACS
30
Archford Capital Strategies
Illinois
$225K +$27.2K +1,110 +14%
ATPW
31
Ashton Thomas Private Wealth
Arizona
$206K +$206K +8,408 New
TCCM
32
Timber Creek Capital Management
Massachusetts
$146K +$146K +5,955 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$145K +$86.4K +3,518 +148%
OAM
34
Oppenheimer Asset Management
New York
$127K +$50.3K +2,054 +66%
ADL
35
Asset Dedication LLC
California
$115K +$111K +4,671 +2,883%
FPS
36
Fieldpoint Private Securities
Connecticut
$111K – – –
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$69K +$24.8K +1,000 +56%
CA
38
Cetera Advisors
Colorado
$52K – – –
FCA
39
FinTrust Capital Advisors
South Carolina
$19K – – –
RCAG
40
Rehmann Capital Advisory Group
Michigan
$18.6K +$18.6K +759 New
ASN
41
Advisory Services Network
Georgia
$8K +$3.27K +127 +69%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +228 New
BlackRock
43
BlackRock
New York
$1K – – –
Wolverine Trading
44
Wolverine Trading
Illinois
– -$391K -16,806 Closed
APP
45
Avantax Planning Partners
Iowa
– -$250K -10,676 Closed
IA
46
IFP Advisors
Florida
– -$207K -8,890 Closed
LNB
47
Ledyard National Bank
– -$24K -1,043 Closed
APA
48
American Portfolios Advisors
New York
– -$9.17K -392 Closed
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