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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

118 hedge funds and large institutions have $602M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
118
Holders Change
+12
Holders Change %
+11.32%
% of All Funds
2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
22
Increased
47
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$164M
2
KA
2
Klingman & Associates
New York
$11.8M
3
SPF
3
Steven Patrick Farmer
$10.6M
4
Bank of America
4
Bank of America
North Carolina
$38.7M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.83M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$17.6M
2
AC
2
Avestar Capital
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$5.01M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.2M
5
CTC
5
Central Trust Company
Missouri
$1.76M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$5.19M 217,326 +83,944 +63%
AIA
27
Arcadia Investment Advisors
Idaho
$5.14M 215,478 -3,019 -1%
UBS Group
28
UBS Group
Switzerland
$5.02M 210,123 +9,424 +5%
Wells Fargo
29
Wells Fargo
California
$5.01M 209,878 -68,633 -25%
PPWM
30
PFG Private Wealth Management
Florida
$4.88M 204,454 +10,725 +6%
TF
31
TLWM Financial
Texas
$4.8M 200,807 -7,856 -4%
SWMG
32
Signature Wealth Management Group
Georgia
$4.77M 199,724 +23,217 +13%
Ameriprise
33
Ameriprise
Minnesota
$4.6M 192,627 +5,019 +3%
PWS
34
Peloton Wealth Strategists
Indiana
$4.1M 171,700 -12,500 -7%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$3.78M 158,407 +5,552 +4%
4FG
36
4Thought Financial Group
New York
$3.7M 154,844 -2,687 -2%
KF
37
Krilogy Financial
Missouri
$3.27M 137,099 +49,764 +57%
LC
38
Legacy CG
Texas
$3.24M 135,828 +5,548 +4%
CP
39
Camelot Portfolios
Ohio
$3.23M 135,150 -16,802 -11%
PWM
40
Praetorian Wealth Management
California
$2.94M 123,085 +9,771 +9%
GPA
41
Guidance Point Advisors
Massachusetts
$2.71M 113,713 +63,820 +128%
ABC
42
Associated Banc-Corp
Wisconsin
$2.12M 88,667 +16,469 +23%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$2.1M 87,881 +2,552 +3%
LWM
44
Lyell Wealth Management
California
$1.93M 80,730 +80,730 New
KNW
45
Kesler Norman & Wride
Utah
$1.89M 78,991 +1,059 +1%
WI
46
WrapManager Inc
California
$1.82M 76,133 -1,229 -2%
VWMG
47
Virginia Wealth Management Group
Virginia
$1.77M 73,935 -6,440 -8%
CTC
48
Central Trust Company
Missouri
$1.76M 73,634 -60,281 -45%
UCFA
49
United Capital Financial Advisors
Texas
$1.71M 71,629 -5,315 -7%
CA
50
CGN Advisors
Kansas
$1.57M 65,703 +10,683 +19%
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