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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

69 hedge funds and large institutions have $184M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
33
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOPW
1
Brandywine Oak Private Wealth
Pennsylvania
$12.5M
2
SIC
2
Sigma Investment Counselors
Michigan
$9.02M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$3.93M
4
CIA
4
Capital Investment Advisors
Georgia
$7.46M
5
US Bancorp
5
US Bancorp
Minnesota
$1.97M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$0
2
MFWM
2
Motley Fool Wealth Management
Virginia
$0
3
Jane Street
3
Jane Street
New York
$1.11M
4
TF
4
TLWM Financial
Texas
$6.19M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.66M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$1.83M 68,018 +8,365 +14%
WAS
27
Wealth Advisory Solutions
Indiana
$1.62M 60,156 +17,777 +42%
FCA
28
FinTrust Capital Advisors
South Carolina
$1.35M 50,026 +8,765 +21%
PWS
29
Peloton Wealth Strategists
Indiana
$1.32M 49,000 +8,000 +20%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.27M 47,121 +4,378 +10%
TCCM
31
Timber Creek Capital Management
Massachusetts
$1.25M 46,540 -2,005 -4%
Jane Street
32
Jane Street
New York
$1.11M 41,298 -792,278 -95%
SFO
33
Stokes Family Office
Louisiana
$1.1M 40,750 – –
AC
34
Avestar Capital
New York
$1.09M 40,283 +6,035 +18%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.02M 37,733 +17,304 +85%
PGAM
36
Princeton Global Asset Management
New Jersey
$860K 31,915 +31,915 New
ADL
37
Asset Dedication LLC
California
$732K 27,224 -1,334 -5%
AFM
38
Andesa Financial Management
Pennsylvania
$660K 24,500 +24,500 New
Mariner
39
Mariner
Kansas
$658K 24,406 +2,784 +13%
ECM
40
Exchange Capital Management
Michigan
$636K 23,590 -98 -0.4%
Stifel Financial
41
Stifel Financial
Missouri
$598K 22,174 +1,885 +9%
Osaic Holdings
42
Osaic Holdings
Arizona
$490K 18,137 +3,570 +25%
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$450K 16,687 +16,687 New
SVWAG
44
Sound View Wealth Advisors Group
Georgia
$437K 16,213 +56 +0.3%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$422K 15,643 -278 -2%
CA
46
Cetera Advisors
Colorado
$380K 14,110 +14,110 New
TFS
47
Thoroughbred Financial Services
Tennessee
$302K 11,217 +8 +0.1%
MA
48
MCF Advisors
Kentucky
$291K 10,779 – –
PAG
49
Private Advisor Group
New Jersey
$275K 10,190 +10,190 New
RBC
50
Roble Belko & Company
Pennsylvania
$264K 9,779 +7,493 +328%
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