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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

89 hedge funds and large institutions have $343M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 44 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
44
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIC
1
Sigma Investment Counselors
Michigan
$24.5M
2
CP
2
Camelot Portfolios
Ohio
$3.45M
3
Morgan Stanley
3
Morgan Stanley
New York
$23M
4
CIA
4
Capital Investment Advisors
Georgia
$17.4M
5
Jane Street
5
Jane Street
New York
$3.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$814K
2
Wolverine Trading
2
Wolverine Trading
Illinois
$0
3
CAI
3
Capital Advisors Inc
Oklahoma
$47.9M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$4.21M
5
Wells Fargo
5
Wells Fargo
California
$19M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$3.56M 131,479 -6,242 -5%
CP
27
Camelot Portfolios
Ohio
$3.45M 127,563 +127,563 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.71M 99,998 -2,705 -3%
UCFA
29
United Capital Financial Advisors
Texas
$2.7M 99,934 -2,212 -2%
RJA
30
Raymond James & Associates
Florida
$2.63M 97,347 +2,753 +3%
PWM
31
Praetorian Wealth Management
California
$2.26M 83,451 +8,572 +11%
WI
32
WrapManager Inc
California
$2.06M 75,998 -1,171 -2%
KNW
33
Kesler Norman & Wride
Utah
$2M 73,273 +4,077 +6%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$1.83M 67,758 +4,564 +7%
MGIA
35
Matthew Goff Investment Advisor
Texas
$1.77M 65,382 +28,940 +79%
AC
36
Avestar Capital
New York
$1.59M 58,774 +4,728 +9%
BCPWM
37
Bradley & Co Private Wealth Management
Florida
$1.58M 58,532 -340 -0.6%
CA
38
CGN Advisors
Kansas
$1.39M 51,514 +5,504 +12%
ABC
39
Associated Banc-Corp
Wisconsin
$1.3M 48,115 +48,115 New
FCA
40
FinTrust Capital Advisors
South Carolina
$1.28M 47,450 -95 -0.2%
Stifel Financial
41
Stifel Financial
Missouri
$1.26M 46,723 +4,309 +10%
SFO
42
Stokes Family Office
Louisiana
$1.1M 40,750 – –
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.02M 37,788 +185 +0.5%
FIM
44
Freedom Investment Management
Connecticut
$882K 32,620 -776 -2%
TCCM
45
Timber Creek Capital Management
Massachusetts
$858K 31,755 +725 +2%
Citadel Advisors
46
Citadel Advisors
Florida
$814K 30,095 -62,889 -68%
PGAM
47
Princeton Global Asset Management
New Jersey
$809K 29,905 +380 +1%
ADL
48
Asset Dedication LLC
California
$803K 29,683 +3,003 +11%
LHC
49
Little House Capital
Massachusetts
$775K 28,645 +28,645 New
ECM
50
Exchange Capital Management
Michigan
$657K 24,298 -227 -0.9%
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