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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

128 hedge funds and large institutions have $691M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 28 reducing their positions, and 4 closing their positions.

Holders
128
Holders Change
+10
Holders Change %
+8.47%
% of All Funds
2.21%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
16
Increased
62
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$50.3M
2
GA
2
Gateway Advisory
New Jersey
$24M
3
Ameriprise
3
Ameriprise
Minnesota
$16.9M
4
ACM
4
Advisors Capital Management
New Jersey
$14.2M
5
BO
5
BRR OpCo
Ohio
$6.32M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$31.7M
2
ACA
2
Aptus Capital Advisors
Alabama
$145M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$11.9M
4
LC
4
Legacy CG
Texas
$488K
5
TF
5
TLWM Financial
Texas
$4.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
26
Arrow Financial
New York
$7.61M 330,863 +481 +0.1%
PPWM
27
PFG Private Wealth Management
Florida
$6.65M 289,107 +84,653 +41%
MGIA
28
Matthew Goff Investment Advisor
Texas
$6.63M 288,225 -7,094 -2%
UBS Group
29
UBS Group
Switzerland
$6.51M 282,878 +72,755 +35%
BO
30
BRR OpCo
Ohio
$6.32M 274,799 +274,799 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$5.89M 255,877 +232,077 +975%
AIA
32
Arcadia Investment Advisors
Idaho
$5.23M 227,377 +11,899 +6%
SSB
33
Sandy Spring Bank
Maryland
$5.12M 222,550 -6,485 -3%
SWMG
34
Signature Wealth Management Group
Georgia
$4.98M 216,552 +16,828 +8%
Jane Street
35
Jane Street
New York
$4.91M 213,292 -25,128 -11%
TF
36
TLWM Financial
Texas
$4.6M 131,928 -68,879 -34%
PWS
37
Peloton Wealth Strategists
Indiana
$4.16M 180,700 +9,000 +5%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$3.63M 157,612 -795 -0.5%
4FG
39
4Thought Financial Group
New York
$3.49M 151,758 -3,086 -2%
KF
40
Krilogy Financial
Missouri
$3.15M 137,081 -18 -0%
GPA
41
Guidance Point Advisors
Massachusetts
$3.03M 131,098 +17,385 +15%
PWM
42
Praetorian Wealth Management
California
$2.92M 126,773 +3,688 +3%
CA
43
CGN Advisors
Kansas
$2.39M 103,832 +38,129 +58%
ABC
44
Associated Banc-Corp
Wisconsin
$2.22M 96,593 +7,926 +9%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$2.13M 92,674 +4,793 +5%
VWMG
46
Virginia Wealth Management Group
Virginia
$2.02M 87,715 +13,780 +19%
CP
47
Camelot Portfolios
Ohio
$1.98M 86,175 -48,975 -36%
LWM
48
Lyell Wealth Management
California
$1.94M 84,230 +3,500 +4%
WI
49
WrapManager Inc
California
$1.88M 81,915 +5,782 +8%
CTC
50
Central Trust Company
Missouri
$1.74M 75,464 +1,830 +2%
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