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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

63 hedge funds and large institutions have $234M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
31
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$20.4M
2
Truist Financial
2
Truist Financial
North Carolina
$17.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.76M
4
SIC
4
Sigma Investment Counselors
Michigan
$4.83M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.3M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$502K
2
TF
2
TLWM Financial
Texas
$5.93M
3
RJA
3
Raymond James & Associates
Florida
$2.04M
4
MFWM
4
Motley Fool Wealth Management
Virginia
$29.4M
5
LPL Financial
5
LPL Financial
California
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
51
Arrow Financial
New York
$136K 5,527 +3,207 +138%
GWM
52
Geneos Wealth Management
Colorado
$96K 4,000 +700 +21%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$95K 3,896 +2,447 +169%
ASN
54
Advisory Services Network
Georgia
$61K 2,481 -45 -2%
RBC
55
Roble Belko & Company
Pennsylvania
$56K 2,286 +801 +54%
KOCAA
56
Knights of Columbus Asset Advisors
Connecticut
$48K 1,970 -355 -15%
APA
57
American Portfolios Advisors
New York
$41.9K 1,710 +335 +24%
FNBOSM
58
First National Bank of South Miami
Florida
$32K 1,301 +1,301 New
MWM
59
MBE Wealth Management
Wisconsin
$27K 1,118 +1,118 New
SFS
60
Sowell Financial Services
Arkansas
$24K 979 – –
BII
61
Bainco International Investors
Massachusetts
$10K 400 +400 New
TF
62
TimeScale Financial
Massachusetts
$9K 374 – –
PMFA
63
Plante Moran Financial Advisors
Michigan
$6K 263 +263 New
BlackRock
64
BlackRock
New York
$1K 45 – –
AIC
65
Ameritas Investment Company
Nebraska
$1K 23 +23 New
DP
66
Dearborn Partners
Illinois
– – -13,409 Closed
RJT
67
Raymond James Trust
Florida
– – -9,656 Closed
FPS
68
Fieldpoint Private Securities
Connecticut
– – -4,525 Closed
OAM
69
Oppenheimer Asset Management
New York
– – -537 Closed
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
– – – –
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
IA
72
IFP Advisors
Florida
– – – –
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