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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

101 hedge funds and large institutions have $379M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

47% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 30

5% more funds holding

Funds holding: 96 → 101 (+5)

1% more capital invested

Capital invested by funds: $375M → $379M (+$3.89M)

4.77% less ownership

Funds ownership: 73.17% → 68.4% (-4.8%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
1.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
44
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.1M
2
CIA
Capital Investment Advisors
Georgia
+$2.19M
3
Truist Financial
Truist Financial
North Carolina
+$2.04M
4
AIA
Arcadia Investment Advisors
Idaho
+$1.49M
5
SIC
Sigma Investment Counselors
Michigan
+$1.48M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$12.1M
2
Jane Street
Jane Street
New York
-$4.96M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.38M
4
PPWM
PFG Private Wealth Management
Florida
-$1.76M
5
Morgan Stanley
Morgan Stanley
New York
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
51
Exchange Capital Management
Michigan
$622K -$8.69K -326 -1%
MIH
52
Meitav Investment House
Israel
$602K -$87.5K -3,285 -13%
LC
53
Legacy CG
Texas
$572K +$574K +21,538 New
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$567K -$346K -12,976 -38%
BONH
55
Bank of New Hampshire
New Hampshire
$555K +$258K +9,675 +86%
WGCA
56
Wolf Group Capital Advisors
Virginia
$551K +$553K +20,748 New
Mariner
57
Mariner
Kansas
$542K +$213 +8 +0%
AF
58
Arrow Financial
New York
$540K +$6.79K +255 +1%
CA
59
Cetera Advisors
Colorado
$505K -$55.5K -2,085 -10%
CAN
60
Cetera Advisor Networks
California
$493K +$53.5K +2,008 +12%
SWM
61
Segment Wealth Management
Texas
$475K +$477K +17,900 New
AMM
62
American Money Management
California
$464K -$214K -8,048 -32%
PPP
63
Private Portfolio Partners
New Jersey
$438K – – –
Osaic Holdings
64
Osaic Holdings
Arizona
$420K +$62.3K +2,337 +17%
SVWAG
65
Sound View Wealth Advisors Group
Georgia
$410K -$43.2K -1,623 -10%
DADC
66
D.A. Davidson & Co
Montana
$409K – – –
FBB
67
Fulton Breakefield Broenniman
Maryland
$409K +$410K +15,385 New
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$398K +$106K +3,980 +36%
CWS
69
Cypress Wealth Services
California
$375K – – –
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
$374K – – –
TB
71
Treynor Bancshares
Iowa
$361K +$362K +13,600 New
HGERS
72
Householder Group Estate & Retirement Specialist
Arizona
$307K +$308K +11,552 New
RW
73
RVW Wealth
California
$304K -$216K -8,112 -41%
RBC
74
Roble Belko & Company
Pennsylvania
$260K – – –
SFO
75
Stokes Family Office
Louisiana
$259K -$639K -24,000 -71%
1 2
3
4 5

IBDS Hedge Fund Activity: Q4 2021 in Review

101 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q4 2021, worth a combined $379M — up 1% from $375M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBDS positions and 10 closed out — a net gain of 5 holders — while 44 added to existing stakes and 30 trimmed.

The largest buyer was Bank of America, adding an estimated $4.1M. The largest seller was HighTower Advisors, exiting entirely with an estimated $12.1M sold.

  • 101 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q4 2021, up from 96 in Q3 2021.
  • Funds reported $379M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q4 2021, up 1% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q4 2021 and 10 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q4 2021 was Bank of America, an estimated $4.1M added.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q4 2021 was HighTower Advisors, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2021.