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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

73 hedge funds and large institutions have $209M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
8
Increased
39
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$15.6M
2
TF
2
TLWM Financial
Texas
$6.14M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.3M
4
US Bancorp
4
US Bancorp
Minnesota
$4.9M
5
CIA
5
Capital Investment Advisors
Georgia
$10.3M

Top Sellers

1
SIC
1
Sigma Investment Counselors
Michigan
$4.48M
2
Wells Fargo
2
Wells Fargo
California
$6.56M
3
WAS
3
Wealth Advisory Solutions
Indiana
$480K
4
AFM
4
Andesa Financial Management
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$466K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Arrow Financial
New York
$302K +$139K +5,118 +85%
MA
52
MCF Advisors
Kentucky
$293K – – –
RBC
53
Roble Belko & Company
Pennsylvania
$265K – – –
KAS
54
Kestra Advisory Services
Texas
$251K +$251K +144 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$231K +$25.1K +925 +12%
ABC
56
Associated Banc-Corp
Wisconsin
$231K +$231K +8,495 New
FMWA
57
Forvis Mazars Wealth Advisors
Missouri
$217K – – –
NB
58
Northwest Bancshares
Pennsylvania
$210K – – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$179K +$433 +16 +0.2%
BEI
60
Benjamin Edwards Inc
Missouri
$155K +$10.8K +397 +7%
RG
61
Retirement Group
California
$155K +$35.6K +1,312 +30%
VNA
62
Valley National Advisers
Pennsylvania
$148K +$148K +5,453 New
GWM
63
Geneos Wealth Management
Colorado
$108K – – –
BWM
64
BerganKDV Wealth Management
Minnesota
$100K +$100K +3,673 New
KOCAA
65
Knights of Columbus Asset Advisors
Connecticut
$99K +$15.6K +578 +19%
ASN
66
Advisory Services Network
Georgia
$68K +$68K +2,481 New
BFEC
67
Benjamin F. Edwards & Company
Missouri
$62K -$24.6K -900 -28%
APA
68
American Portfolios Advisors
New York
$46.4K – – –
SFS
69
Sowell Financial Services
Arkansas
$26K – – –
PFS
70
Prospera Financial Services
Texas
$19K – – –
KPCM
71
Kings Point Capital Management
New York
$17K +$17K +618 New
FNBOSM
72
First National Bank of South Miami
Florida
$9K -$46K -1,749 -84%
MFT
73
Moisand Fitzgerald Tamayo
Florida
$7K – – –
Fidelity Investments
74
Fidelity Investments
Massachusetts
$2K -$20.8K -665 -91%
FCA
75
FinTrust Capital Advisors
South Carolina
$1.32K -$39 -1,428 -3%
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