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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

106 hedge funds and large institutions have $474M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
13
Increased
51
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$94.5M
2
SVWAG
2
Sound View Wealth Advisors Group
Georgia
$8.87M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$4.21M
4
CIA
4
Capital Investment Advisors
Georgia
$24.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.67M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$11.9M
2
Wells Fargo
2
Wells Fargo
California
$6.95M
3
Truist Financial
3
Truist Financial
North Carolina
$21.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$18.6M
5
KF
5
Krilogy Financial
Missouri
$2.18M
Name Market Value Shares Shares
Change 		Shares
Change %
RFN
51
Redwood Financial Network
Ohio
$932K 37,371 +37,371 New
ACS
52
Archford Capital Strategies
Illinois
$890K 36,048 +11,339 +46%
FBB
53
Fulton Breakefield Broenniman
Maryland
$856K 34,335 +18,950 +123%
FNB
54
Farmers National Bank
Kentucky
$842K 33,775 +2,370 +8%
FCA
55
FinTrust Capital Advisors
South Carolina
$834K 33,421 -11,074 -25%
TCCM
56
Timber Creek Capital Management
Massachusetts
$785K 31,495 -3,640 -10%
PGAM
57
Princeton Global Asset Management
New Jersey
$756K 30,325 -800 -3%
ADL
58
Asset Dedication LLC
California
$689K 27,741 -397 -1%
MIH
59
Meitav Investment House
Israel
$609K 24,436 +1,738 +8%
BONH
60
Bank of New Hampshire
New Hampshire
$608K 24,370 +3,460 +17%
LHC
61
Little House Capital
Massachusetts
$593K 23,793 -3,867 -14%
Mariner
62
Mariner
Kansas
$581K 23,309 +2,904 +14%
ECM
63
Exchange Capital Management
Michigan
$550K 22,062 -1,365 -6%
CCWA
64
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$531K 21,275 -90 -0.4%
CWM
65
Cabot Wealth Management
Massachusetts
$511K 20,475 +20,475 New
BEI
66
Benjamin Edwards Inc
Missouri
$482K 19,330 +10,311 +114%
AMM
67
American Money Management
California
$478K 19,154 +1,684 +10%
CA
68
Cetera Advisors
Colorado
$474K 19,015 – –
Citadel Advisors
69
Citadel Advisors
Florida
$469K 18,817 +18,817 New
CAN
70
Cetera Advisor Networks
California
$464K 18,616 +69 +0.4%
SWM
71
Segment Wealth Management
Texas
$456K 18,300 +400 +2%
PPP
72
Private Portfolio Partners
New Jersey
– – – –
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$377K 15,136 +136 +0.9%
Osaic Holdings
74
Osaic Holdings
Arizona
$373K 14,933 -912 -6%
KAS
75
Kestra Advisory Services
Texas
$361K 14,467 +5,057 +54%
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