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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

106 hedge funds and large institutions have $474M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
13
Increased
51
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$94.5M
2
SVWAG
2
Sound View Wealth Advisors Group
Georgia
$8.87M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$4.21M
4
CIA
4
Capital Investment Advisors
Georgia
$24.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.67M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$11.9M
2
Wells Fargo
2
Wells Fargo
California
$6.95M
3
Truist Financial
3
Truist Financial
North Carolina
$21.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$18.6M
5
KF
5
Krilogy Financial
Missouri
$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
26
Signature Wealth Management Group
Georgia
$4.4M +$327K +13,117 +8%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$4.24M -$70.1K -2,812 -2%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$4.21M +$4.21M +168,880 New
4FG
29
4Thought Financial Group
New York
$3.93M +$17.7K +710 +0.5%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$3.81M +$52.1K +2,091 +1%
CP
31
Camelot Portfolios
Ohio
$3.79M -$556K -22,295 -13%
CTC
32
Central Trust Company
Missouri
$3.34M -$205K -8,230 -6%
RJA
33
Raymond James & Associates
Florida
$3.33M +$1.02M +40,738 +44%
LC
34
Legacy CG
Texas
$3.25M +$2.71M +108,742 +505%
PWM
35
Praetorian Wealth Management
California
$2.83M +$347K +13,923 +14%
KF
36
Krilogy Financial
Missouri
$2.18M -$1.54M -61,734 -41%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.13M +$313K +12,559 +17%
VWMG
38
Virginia Wealth Management Group
Virginia
$1.98M +$284K +11,505 +17%
KNW
39
Kesler Norman & Wride
Utah
$1.94M -$6.91K -277 -0.4%
WI
40
WrapManager Inc
California
$1.93M +$2.84K +114 +0.1%
UCFA
41
United Capital Financial Advisors
Texas
$1.92M -$347K -13,914 -15%
AC
42
Avestar Capital
New York
$1.86M +$263K +10,558 +17%
GPA
43
Guidance Point Advisors
Massachusetts
$1.84M +$1.84M +49,893 New
ABC
44
Associated Banc-Corp
Wisconsin
$1.8M +$329K +13,205 +22%
Stifel Financial
45
Stifel Financial
Missouri
$1.62M +$444K +17,798 +38%
CA
46
CGN Advisors
Kansas
$1.37M -$179K -7,171 -12%
AF
47
Arrow Financial
New York
$1.31M +$807K +32,353 +159%
LWANC
48
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.28M -$9.98K -400 -0.8%
BCPWM
49
Bradley & Co Private Wealth Management
Florida
$1.21M -$165K -6,599 -12%
CPIA
50
Cornell Pochily Investment Advisors
New York
$1.15M +$1.15M +46,052 New
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