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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

46 hedge funds and large institutions have $135M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
26
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
1
Capital Advisors Inc
Oklahoma
$36.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.18M
3
MFWM
3
Motley Fool Wealth Management
Virginia
$8.53M
4
Wells Fargo
4
Wells Fargo
California
$6.63M
5
TFS
5
Thoroughbred Financial Services
Tennessee
$521K

Top Sellers

1
TF
1
TLWM Financial
Texas
$5.88M
2
Stifel Financial
2
Stifel Financial
Missouri
$10.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$205K
4
BFEC
4
Benjamin F. Edwards & Company
Missouri
$3.3M
5
ATPW
5
Ashton Thomas Private Wealth
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$503K 19,747 +7,621 +63%
AG
27
Advisor Group
Arizona
$407K 15,988 -3,651 -19%
BA
28
Boston Advisors
Massachusetts
$348K 13,649 +604 +5%
PWS
29
Peloton Wealth Strategists
Indiana
$331K 13,000 +13,000 New
TCCM
30
Timber Creek Capital Management
Massachusetts
$277K 10,880 +4,925 +83%
ACS
31
Archford Capital Strategies
Illinois
$268K 10,521 +1,352 +15%
ADL
32
Asset Dedication LLC
California
$253K 10,133 +5,300 +110%
BEI
33
Benjamin Edwards Inc
Missouri
$250K 9,790 -3,897 -28%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$205K 8,052 -59,935 -88%
IWM
35
IHT Wealth Management
Illinois
$202K 7,910 +7,910 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$175K 6,845 +944 +16%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$131K 5,184 +2,400 +86%
FPS
38
Fieldpoint Private Securities
Connecticut
$115K 4,525 – –
OAM
39
Oppenheimer Asset Management
New York
$111K 4,342 -846 -16%
FCA
40
FinTrust Capital Advisors
South Carolina
$86K 3,379 +2,617 +343%
HCM
41
HMS Capital Management
Tennessee
$60K 2,341 +2,341 New
RCAG
42
Rehmann Capital Advisory Group
Michigan
$19.3K 759 – –
ASN
43
Advisory Services Network
Georgia
$10K 396 +85 +27%
TF
44
TimeScale Financial
Massachusetts
$10K 374 +374 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$6K 228 – –
IWA
46
IBEX Wealth Advisors
New Jersey
$4K 169 +169 New
BlackRock
47
BlackRock
New York
$1K 45 – –
ATPW
48
Ashton Thomas Private Wealth
Arizona
– – -8,408 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
CA
50
Cetera Advisors
Colorado
– – – –
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