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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

118 hedge funds and large institutions have $602M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
118
Holders Change
+12
Holders Change %
+11.32%
% of All Funds
2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
22
Increased
47
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$164M
2
KA
2
Klingman & Associates
New York
$11.8M
3
SPF
3
Steven Patrick Farmer
$10.6M
4
Bank of America
4
Bank of America
North Carolina
$38.7M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.83M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$17.6M
2
AC
2
Avestar Capital
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$5.01M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.2M
5
CTC
5
Central Trust Company
Missouri
$1.76M
Name Market Value Shares Shares
Change 		Shares
Change %
VWM
51
Valley Wealth Managers
New Jersey
$1.22M 51,154 +51,154 New
LWANC
52
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.2M 50,270 -1,000 -2%
Stifel Financial
53
Stifel Financial
Missouri
$1.2M 50,250 -14,681 -23%
FBB
54
Fulton Breakefield Broenniman
Maryland
$937K 39,235 +4,900 +14%
BCPWM
55
Bradley & Co Private Wealth Management
Florida
$921K 38,603 -9,803 -20%
FCA
56
FinTrust Capital Advisors
South Carolina
$904K 37,255 +3,834 +11%
ACS
57
Archford Capital Strategies
Illinois
$885K 37,061 +1,013 +3%
RFN
58
Redwood Financial Network
Ohio
$878K 36,787 -584 -2%
FNB
59
Farmers National Bank
Kentucky
$866K 36,262 +2,487 +7%
LHC
60
Little House Capital
Massachusetts
$863K 36,155 +12,362 +52%
CPIA
61
Cornell Pochily Investment Advisors
New York
$779K 32,653 -13,399 -29%
TCCM
62
Timber Creek Capital Management
Massachusetts
$728K 30,505 -990 -3%
PGAM
63
Princeton Global Asset Management
New Jersey
$724K 30,325 – –
ADL
64
Asset Dedication LLC
California
$663K 27,741 – –
Mariner
65
Mariner
Kansas
$657K 27,520 +4,211 +18%
DWT
66
Dorsey & Whitney Trust
South Dakota
$621K 26,000 +26,000 New
CWM
67
Cabot Wealth Management
Massachusetts
$594K 24,864 +4,389 +21%
BONH
68
Bank of New Hampshire
New Hampshire
$582K 24,370 – –
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$568K 23,800 +8,664 +57%
BEI
70
Benjamin Edwards Inc
Missouri
$525K 22,005 +2,675 +14%
ECM
71
Exchange Capital Management
Michigan
$507K 21,247 -815 -4%
CCWA
72
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$463K 19,398 -1,877 -9%
CA
73
Cetera Advisors
Colorado
$458K 19,175 +160 +0.8%
AMM
74
American Money Management
California
$457K 19,164 +10 +0.1%
CAN
75
Cetera Advisor Networks
California
$447K 18,723 +107 +0.6%
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