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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

84 hedge funds and large institutions have $295M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
84
Holders Change
+11
Holders Change %
+15.07%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
39
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
1
Capital Advisors Inc
Oklahoma
$50.2M
2
SIC
2
Sigma Investment Counselors
Michigan
$15.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.66M
4
Truist Financial
4
Truist Financial
North Carolina
$23.6M
5
US Bancorp
5
US Bancorp
Minnesota
$6.83M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$10.8M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$0
3
WAS
3
Wealth Advisory Solutions
Indiana
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$594K
5
PPP
5
Private Portfolio Partners
New Jersey
$447K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$2.4M +$88.2K +3,198 +4%
PWS
27
Peloton Wealth Strategists
Indiana
$2.4M +$309K +11,200 +15%
WI
28
WrapManager Inc
California
$2.1M +$118K +4,287 +6%
LPL Financial
29
LPL Financial
California
$2.05M +$13.4K +485 +0.7%
Jane Street
30
Jane Street
New York
$1.94M +$1.46M +53,094 +309%
KNW
31
Kesler Norman & Wride
Utah
$1.75M +$1.75M +63,352 New
PWM
32
Praetorian Wealth Management
California
$1.65M +$944K +34,251 +134%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.51M +$45.2K +1,638 +3%
CA
34
CGN Advisors
Kansas
$1.31M +$1.31M +47,569 New
AC
35
Avestar Capital
New York
$1.3M +$64.7K +2,346 +5%
Stifel Financial
36
Stifel Financial
Missouri
$1.29M +$604K +21,925 +88%
FCA
37
FinTrust Capital Advisors
South Carolina
$1.26M -$81.2K -2,946 -6%
SFO
38
Stokes Family Office
Louisiana
$1.12M – – –
MGIA
39
Matthew Goff Investment Advisor
Texas
$982K +$982K +35,624 New
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$977K +$50.8K +1,843 +5%
TCCM
41
Timber Creek Capital Management
Massachusetts
$968K -$164K -5,955 -14%
ADL
42
Asset Dedication LLC
California
$839K -$468 -17 -0.1%
PGAM
43
Princeton Global Asset Management
New Jersey
$809K -$168K -6,110 -17%
ECM
44
Exchange Capital Management
Michigan
$661K -$3.45K -125 -0.5%
ABC
45
Associated Banc-Corp
Wisconsin
$605K +$371K +13,466 +159%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$594K -$404K -14,651 -40%
Mariner
47
Mariner
Kansas
$581K -$4.82K -175 -0.8%
FNB
48
Farmers National Bank
Kentucky
$575K +$575K +20,845 New
CA
49
Cetera Advisors
Colorado
$565K +$34.3K +1,245 +6%
DADC
50
D.A. Davidson & Co
Montana
$562K +$562K +20,400 New
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