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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

87 hedge funds and large institutions have $307M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 11 closing their positions.

Holders
87
Holders Change
+3
Holders Change %
+3.57%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
39
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$19.5M
2
LPL Financial
2
LPL Financial
California
$7.6M
3
SIC
3
Sigma Investment Counselors
Michigan
$19.4M
4
4FG
4
4Thought Financial Group
New York
$3.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$19.5M

Top Sellers

1
BOPW
1
Brandywine Oak Private Wealth
Pennsylvania
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.49M
3
UBS Group
3
UBS Group
Switzerland
$3.68M
4
ABC
4
Associated Banc-Corp
Wisconsin
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACS
51
Archford Capital Strategies
Illinois
$549K 20,421 +20,421 New
CA
52
Cetera Advisors
Colorado
$548K 20,500 – –
DADC
53
D.A. Davidson & Co
Montana
$545K 20,400 – –
PAG
54
Private Advisor Group
New Jersey
$476K 17,806 -1,222 -6%
SVWAG
55
Sound View Wealth Advisors Group
Georgia
$459K 17,187 – –
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$451K 16,861 +2,384 +16%
CWS
57
Cypress Wealth Services
California
$446K 16,706 +1,870 +13%
PPP
58
Private Portfolio Partners
New Jersey
– – – –
AF
59
Arrow Financial
New York
$413K 15,459 +236 +2%
Osaic Holdings
60
Osaic Holdings
Arizona
$404K 15,156 -600 -4%
MA
61
MCF Advisors
Kentucky
$337K 12,605 – –
FMWA
62
Forvis Mazars Wealth Advisors
Missouri
– – -8,000 Closed
RBC
63
Roble Belko & Company
Pennsylvania
$261K 9,779 – –
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$227K 8,518 +98 +1%
BEI
65
Benjamin Edwards Inc
Missouri
$211K 7,879 +228 +3%
KAS
66
Kestra Advisory Services
Texas
$210K 7,862 -1,458 -16%
1SB
67
1ST Source Bank
Indiana
$207K 7,733 – –
JHCP
68
Jackson Hole Capital Partners
Oklahoma
$204K 7,620 +7,620 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$177K 6,637 +10 +0.2%
AIA
70
Arcadia Investment Advisors
Idaho
$142K 5,302 +5,302 New
FPS
71
Fieldpoint Private Securities
Connecticut
$121K 4,525 – –
GWM
72
Geneos Wealth Management
Colorado
$107K 4,000 – –
WFA
73
Wells Financial Advisors
Massachusetts
$100K 3,750 – –
BWM
74
BerganKDV Wealth Management
Minnesota
$98K 3,673 – –
KOCAA
75
Knights of Columbus Asset Advisors
Connecticut
$98K 3,657 – –
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3
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