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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

84 hedge funds and large institutions have $295M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
84
Holders Change
+11
Holders Change %
+15.07%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
39
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
1
Capital Advisors Inc
Oklahoma
$50.2M
2
SIC
2
Sigma Investment Counselors
Michigan
$15.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.66M
4
Truist Financial
4
Truist Financial
North Carolina
$23.6M
5
US Bancorp
5
US Bancorp
Minnesota
$6.83M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$10.8M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$0
3
WAS
3
Wealth Advisory Solutions
Indiana
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$594K
5
PPP
5
Private Portfolio Partners
New Jersey
$447K
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$525K 19,028 +19,028 New
SVWAG
52
Sound View Wealth Advisors Group
Georgia
$474K 17,187 +224 +1%
PPP
53
Private Portfolio Partners
New Jersey
– – – –
Osaic Holdings
54
Osaic Holdings
Arizona
$435K 15,756 -2,481 -14%
AF
55
Arrow Financial
New York
$420K 15,223 +4,118 +37%
CWS
56
Cypress Wealth Services
California
$409K 14,836 +14,836 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$399K 14,477 +1,552 +12%
MA
58
MCF Advisors
Kentucky
$348K 12,605 +1,826 +17%
RBC
59
Roble Belko & Company
Pennsylvania
$270K 9,779 – –
KAS
60
Kestra Advisory Services
Texas
$257K 9,320 +9,176 +6,372%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$232K 8,420 -110 -1%
AAM
62
Autus Asset Management
Arizona
$228K 8,300 +8,300 New
FMWA
63
Forvis Mazars Wealth Advisors
Missouri
$221K 8,000 – –
1SB
64
1ST Source Bank
Indiana
$213K 7,733 +7,733 New
BEI
65
Benjamin Edwards Inc
Missouri
$211K 7,651 +1,935 +34%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$183K 6,627 +20 +0.3%
VNA
67
Valley National Advisers
Pennsylvania
$150K 5,453 – –
RG
68
Retirement Group
California
$134K 4,431 -1,288 -23%
FPS
69
Fieldpoint Private Securities
Connecticut
$125K 4,525 +4,525 New
GWM
70
Geneos Wealth Management
Colorado
$107K 4,000 – –
WFA
71
Wells Financial Advisors
Massachusetts
$103K 3,750 +3,750 New
BWM
72
BerganKDV Wealth Management
Minnesota
$101K 3,673 – –
KOCAA
73
Knights of Columbus Asset Advisors
Connecticut
$101K 3,657 – –
M
74
MOTCO
Texas
$83K 2,995 +2,995 New
APA
75
American Portfolios Advisors
New York
$47.1K 1,710 – –
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3
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