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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

87 hedge funds and large institutions have $307M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
39
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$19.5M
2
LPL Financial
2
LPL Financial
California
$7.6M
3
SIC
3
Sigma Investment Counselors
Michigan
$19.4M
4
4FG
4
4Thought Financial Group
New York
$3.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.5M

Top Sellers

1
BOPW
1
Brandywine Oak Private Wealth
Pennsylvania
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.49M
3
UBS Group
3
UBS Group
Switzerland
$3.68M
4
ABC
4
Associated Banc-Corp
Wisconsin
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$2.73M 102,146 -1,705 -2%
RJA
27
Raymond James & Associates
Florida
$2.53M 94,594 +7,398 +8%
Citadel Advisors
28
Citadel Advisors
Florida
$2.49M 92,984 -298,763 -76%
WI
29
WrapManager Inc
California
$2.06M 77,169 +894 +1%
PWM
30
Praetorian Wealth Management
California
$2M 74,879 +15,097 +25%
KNW
31
Kesler Norman & Wride
Utah
$1.85M 69,196 +5,844 +9%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.69M 63,194 +8,415 +15%
BCPWM
33
Bradley & Co Private Wealth Management
Florida
$1.57M 58,872 +58,872 New
Wolverine Trading
34
Wolverine Trading
Illinois
$1.55M 58,148 +58,148 New
AC
35
Avestar Capital
New York
$1.45M 54,046 +7,063 +15%
Jane Street
36
Jane Street
New York
$1.41M 52,820 -17,436 -25%
FCA
37
FinTrust Capital Advisors
South Carolina
$1.27M 47,545 +1,893 +4%
CA
38
CGN Advisors
Kansas
$1.23M 46,010 -1,559 -3%
Stifel Financial
39
Stifel Financial
Missouri
$1.13M 42,414 -4,448 -9%
SFO
40
Stokes Family Office
Louisiana
$1.09M 40,750 – –
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.01M 37,603 +2,149 +6%
RW
42
RVW Wealth
California
$1M 13,694 +13,694 New
MGIA
43
Matthew Goff Investment Advisor
Texas
$974K 36,442 +818 +2%
FIM
44
Freedom Investment Management
Connecticut
$892K 33,396 +33,396 New
TCCM
45
Timber Creek Capital Management
Massachusetts
$829K 31,030 -4,105 -12%
PGAM
46
Princeton Global Asset Management
New Jersey
$789K 29,525 +175 +0.6%
ADL
47
Asset Dedication LLC
California
$712K 26,680 -3,776 -12%
ECM
48
Exchange Capital Management
Michigan
$655K 24,525 +565 +2%
FNB
49
Farmers National Bank
Kentucky
$648K 24,261 +3,416 +16%
Mariner
50
Mariner
Kansas
$577K 21,581 +499 +2%
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