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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

63 hedge funds and large institutions have $234M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
31
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$20.4M
2
Truist Financial
2
Truist Financial
North Carolina
$17.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.76M
4
SIC
4
Sigma Investment Counselors
Michigan
$4.83M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.3M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$502K
2
TF
2
TLWM Financial
Texas
$5.93M
3
RJA
3
Raymond James & Associates
Florida
$2.04M
4
MFWM
4
Motley Fool Wealth Management
Virginia
$29.4M
5
LPL Financial
5
LPL Financial
California
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
KF
26
Krilogy Financial
Missouri
$1.6M 65,099 -50,398 -44%
WI
27
WrapManager Inc
California
$1.52M 61,937 -21,805 -26%
LPL Financial
28
LPL Financial
California
$1.46M 59,653 -62,553 -51%
TCCM
29
Timber Creek Capital Management
Massachusetts
$1.19M 48,545 +795 +2%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.05M 42,743 -43,642 -51%
WAS
31
Wealth Advisory Solutions
Indiana
$1.04M 42,379 +5,285 +14%
FCA
32
FinTrust Capital Advisors
South Carolina
$1.01M 41,261 +14,547 +54%
PWS
33
Peloton Wealth Strategists
Indiana
$1.01M 41,000 +1,000 +3%
SFO
34
Stokes Family Office
Louisiana
$999K 40,750 – –
AC
35
Avestar Capital
New York
$839K 34,248 +34,248 New
ACS
36
Archford Capital Strategies
Illinois
$707K 28,839 +4,858 +20%
ADL
37
Asset Dedication LLC
California
$698K 28,558 -1,773 -6%
ECM
38
Exchange Capital Management
Michigan
$581K 23,688 -563 -2%
Mariner
39
Mariner
Kansas
$530K 21,622 +8,490 +65%
Stifel Financial
40
Stifel Financial
Missouri
$502K 20,289 -366,996 -95%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$501K 20,429 +9,295 +83%
SVWAG
42
Sound View Wealth Advisors Group
Georgia
$396K 16,157 – –
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$390K 15,921 +3,303 +26%
Osaic Holdings
44
Osaic Holdings
Arizona
$358K 14,567 +14,567 New
BEI
45
Benjamin Edwards Inc
Missouri
$337K 13,761 +2,285 +20%
CA
46
Cetera Advisors
Colorado
– – – –
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$285K 11,705 -229 -2%
TFS
48
Thoroughbred Financial Services
Tennessee
$275K 11,209 +435 +4%
MA
49
MCF Advisors
Kentucky
$264K 10,779 – –
TSS
50
Two Sigma Securities
New York
$215K 8,758 +8,758 New
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