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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

101 hedge funds and large institutions have $379M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

47% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 30

5% more funds holding

Funds holding: 96 → 101 (+5)

1% more capital invested

Capital invested by funds: $375M → $379M (+$3.89M)

4.77% less ownership

Funds ownership: 73.17% → 68.4% (-4.8%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
44
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.1M
2
CIA
Capital Investment Advisors
Georgia
+$2.19M
3
Truist Financial
Truist Financial
North Carolina
+$2.04M
4
AIA
Arcadia Investment Advisors
Idaho
+$1.49M
5
SIC
Sigma Investment Counselors
Michigan
+$1.48M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$12.1M
2
Jane Street
Jane Street
New York
-$4.96M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.38M
4
PPWM
PFG Private Wealth Management
Florida
-$1.76M
5
Morgan Stanley
Morgan Stanley
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
KF
26
Krilogy Financial
Missouri
$3.96M +$14.8K +557 +0.4%
UBS Group
27
UBS Group
Switzerland
$3.78M +$72.4K +2,716 +2%
CTC
28
Central Trust Company
Missouri
$3.78M +$71.9K +2,700 +2%
PWM
29
Praetorian Wealth Management
California
$2.64M +$264K +9,911 +11%
RJA
30
Raymond James & Associates
Florida
$2.46M -$286K -10,730 -10%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.46M -$119K -4,482 -5%
UCFA
32
United Capital Financial Advisors
Texas
$2.41M -$95K -3,566 -4%
KNW
33
Kesler Norman & Wride
Utah
$2.08M +$29.8K +1,119 +1%
WI
34
WrapManager Inc
California
$2.05M +$78.7K +2,953 +4%
WIC
35
Woodmont Investment Counsel
Tennessee
$1.97M +$1.26M +47,380 +176%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.93M +$110K +4,146 +6%
VWMG
37
Virginia Wealth Management Group
Virginia
$1.83M +$1.83M +68,870 New
AC
38
Avestar Capital
New York
$1.7M -$303K -11,362 -15%
CA
39
CGN Advisors
Kansas
$1.65M +$234K +8,770 +16%
ABC
40
Associated Banc-Corp
Wisconsin
$1.57M +$198K +7,418 +14%
BCPWM
41
Bradley & Co Private Wealth Management
Florida
$1.46M +$80.7K +3,028 +6%
LWANC
42
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.37M +$476K +17,870 +53%
Stifel Financial
43
Stifel Financial
Missouri
$1.25M -$31.8K -1,192 -2%
FCA
44
FinTrust Capital Advisors
South Carolina
$1.18M -$130K -4,885 -10%
TCCM
45
Timber Creek Capital Management
Massachusetts
$933K -$77.9K -2,925 -8%
FNB
46
Farmers National Bank
Kentucky
$834K +$281K +10,560 +51%
PGAM
47
Princeton Global Asset Management
New Jersey
$827K -$59.1K -2,220 -7%
ADL
48
Asset Dedication LLC
California
$742K -$40.4K -1,517 -5%
LHC
49
Little House Capital
Massachusetts
$735K -$11.7K -438 -2%
ACS
50
Archford Capital Strategies
Illinois
$656K +$22.1K +829 +3%
1
2
3 4 5

IBDS Hedge Fund Activity: Q4 2021 in Review

101 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q4 2021, worth a combined $379M — up 1% from $375M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBDS positions and 10 closed out — a net gain of 5 holders — while 44 added to existing stakes and 30 trimmed.

The largest buyer was Bank of America, adding an estimated $4.1M. The largest seller was HighTower Advisors, exiting entirely with an estimated $12.1M sold.

  • 101 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q4 2021, up from 96 in Q3 2021.
  • Funds reported $379M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q4 2021, up 1% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q4 2021 and 10 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q4 2021 was Bank of America, an estimated $4.1M added.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q4 2021 was HighTower Advisors, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2021.