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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

96 hedge funds and large institutions have $375M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
1.69%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
11
Increased
48
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$12.2M
2
MGIA
2
Matthew Goff Investment Advisor
Texas
$6.91M
3
AIA
3
Arcadia Investment Advisors
Idaho
$4.06M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.38M
5
SIC
5
Sigma Investment Counselors
Michigan
$27.1M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$25.7M
2
Wells Fargo
2
Wells Fargo
California
$18.4M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$0
4
PPP
4
Private Portfolio Partners
New Jersey
$445K
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$379K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$4.06M -$133K -4,938 -3%
KF
27
Krilogy Financial
Missouri
$4.01M +$89.3K +3,308 +2%
UBS Group
28
UBS Group
Switzerland
$3.77M +$222K +8,222 +6%
CTC
29
Central Trust Company
Missouri
$3.76M -$277K -10,260 -7%
CP
30
Camelot Portfolios
Ohio
$3.6M +$159K +5,890 +5%
RJA
31
Raymond James & Associates
Florida
$2.79M +$163K +6,027 +6%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.61M -$83.6K -3,100 -3%
UCFA
33
United Capital Financial Advisors
Texas
$2.55M -$149K -5,510 -6%
PWM
34
Praetorian Wealth Management
California
$2.41M +$163K +6,029 +7%
KNW
35
Kesler Norman & Wride
Utah
$2.08M +$103K +3,817 +5%
AC
36
Avestar Capital
New York
$2.03M +$447K +16,553 +28%
WI
37
WrapManager Inc
California
$2M -$45.9K -1,703 -2%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$1.85M +$23.4K +866 +1%
CA
39
CGN Advisors
Kansas
$1.44M +$51.4K +1,907 +4%
BCPWM
40
Bradley & Co Private Wealth Management
Florida
$1.4M -$177K -6,555 -11%
ABC
41
Associated Banc-Corp
Wisconsin
$1.39M +$93.3K +3,460 +7%
FCA
42
FinTrust Capital Advisors
South Carolina
$1.33M +$52.1K +1,930 +4%
Stifel Financial
43
Stifel Financial
Missouri
$1.3M +$43.2K +1,602 +3%
TCCM
44
Timber Creek Capital Management
Massachusetts
$1.03M +$170K +6,305 +20%
RW
45
RVW Wealth
California
$1M +$67.8K +1,328 +7%
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$927K -$93K -3,447 -9%
LWANC
47
Laurel Wealth Advisors (North Carolina)
North Carolina
$912K +$753K +27,925 +475%
SFO
48
Stokes Family Office
Louisiana
$911K -$189K -7,000 -17%
PGAM
49
Princeton Global Asset Management
New Jersey
$900K +$92.8K +3,440 +12%
FIM
50
Freedom Investment Management
Connecticut
$894K +$13.8K +512 +2%
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