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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

73 hedge funds and large institutions have $209M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
8
Increased
39
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$15.6M
2
TF
2
TLWM Financial
Texas
$6.14M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.3M
4
US Bancorp
4
US Bancorp
Minnesota
$4.9M
5
CIA
5
Capital Investment Advisors
Georgia
$10.3M

Top Sellers

1
SIC
1
Sigma Investment Counselors
Michigan
$4.48M
2
Wells Fargo
2
Wells Fargo
California
$6.56M
3
WAS
3
Wealth Advisory Solutions
Indiana
$480K
4
AFM
4
Andesa Financial Management
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$466K
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.06M 75,703 -1,068 -1%
LPL Financial
27
LPL Financial
California
$2.01M 73,938 +5,920 +9%
WI
28
WrapManager Inc
California
$1.95M 71,988 +66 +0.1%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.44M 53,141 +6,020 +13%
AC
30
Avestar Capital
New York
$1.21M 44,637 +4,354 +11%
TCCM
31
Timber Creek Capital Management
Massachusetts
$1.12M 41,090 -5,450 -12%
SFO
32
Stokes Family Office
Louisiana
$1.11M 40,750 – –
Wolverine Trading
33
Wolverine Trading
Illinois
$1.02M 37,570 +27,998 +292%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$982K 36,200 +36,200 New
PGAM
35
Princeton Global Asset Management
New Jersey
$962K 35,460 +3,545 +11%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$912K 33,611 +16,924 +101%
ADL
37
Asset Dedication LLC
California
$827K 30,473 +3,249 +12%
PWM
38
Praetorian Wealth Management
California
$693K 25,531 +15,893 +165%
Stifel Financial
39
Stifel Financial
Missouri
$677K 24,937 +2,763 +12%
ECM
40
Exchange Capital Management
Michigan
$654K 24,085 +495 +2%
Mariner
41
Mariner
Kansas
$577K 21,257 -3,149 -13%
CA
42
Cetera Advisors
Colorado
$523K 19,255 +5,145 +36%
Osaic Holdings
43
Osaic Holdings
Arizona
$495K 18,237 +100 +0.6%
WAS
44
Wealth Advisory Solutions
Indiana
$480K 17,676 -42,480 -71%
Jane Street
45
Jane Street
New York
$466K 17,162 -24,136 -58%
PAG
46
Private Advisor Group
New Jersey
– – -10,190 Closed
SVWAG
47
Sound View Wealth Advisors Group
Georgia
$460K 16,963 +750 +5%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$351K 12,925 -2,718 -17%
PPP
49
Private Portfolio Partners
New Jersey
– – – –
TFS
50
Thoroughbred Financial Services
Tennessee
$304K 11,223 +6 +0.1%
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