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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

128 hedge funds and large institutions have $691M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 28 reducing their positions, and 4 closing their positions.

Holders
128
Holders Change
+10
Holders Change %
+8.47%
% of All Funds
2.21%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
16
Increased
62
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$50.3M
2
GA
2
Gateway Advisory
New Jersey
$24M
3
Ameriprise
3
Ameriprise
Minnesota
$16.9M
4
ACM
4
Advisors Capital Management
New Jersey
$14.2M
5
BO
5
BRR OpCo
Ohio
$6.32M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$31.7M
2
ACA
2
Aptus Capital Advisors
Alabama
$145M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$11.9M
4
LC
4
Legacy CG
Texas
$488K
5
TF
5
TLWM Financial
Texas
$4.6M
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
51
United Capital Financial Advisors
Texas
$1.74M 75,480 +3,851 +5%
KNW
52
Kesler Norman & Wride
Utah
$1.71M 74,167 -4,824 -6%
Stifel Financial
53
Stifel Financial
Missouri
$1.38M 59,965 +9,715 +19%
VWM
54
Valley Wealth Managers
New Jersey
$1.34M 58,033 +6,879 +13%
FBB
55
Fulton Breakefield Broenniman
Maryland
$1.33M 57,900 +18,665 +48%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.31M 57,003 +57,003 New
LWANC
57
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.13M 49,270 -1,000 -2%
FCA
58
FinTrust Capital Advisors
South Carolina
$1.01M 44,428 +7,173 +19%
OMC
59
Old Mission Capital
Illinois
$972K 42,249 +23,890 +130%
CPIA
60
Cornell Pochily Investment Advisors
New York
$898K 39,035 +6,382 +20%
LHC
61
Little House Capital
Massachusetts
$897K 38,993 +2,838 +8%
RW
62
RVW Wealth
California
$874K 37,991 +37,991 New
Creative Planning
63
Creative Planning
Kansas
$867K 37,716 +22,313 +145%
ACS
64
Archford Capital Strategies
Illinois
$851K 36,998 -63 -0.2%
FNB
65
Farmers National Bank
Kentucky
$846K 36,782 +520 +1%
RFN
66
Redwood Financial Network
Ohio
$844K 36,677 -110 -0.3%
TCCM
67
Timber Creek Capital Management
Massachusetts
$709K 30,855 +350 +1%
PGAM
68
Princeton Global Asset Management
New Jersey
$697K 30,325 – –
ADL
69
Asset Dedication LLC
California
$624K 27,165 -576 -2%
APA
70
American Portfolios Advisors
New York
$612K 26,587 +21,142 +388%
DWT
71
Dorsey & Whitney Trust
South Dakota
$598K 26,000 – –
MIH
72
Meitav Investment House
Israel
$583K 25,305 +25,305 New
Mariner
73
Mariner
Kansas
$578K 25,136 -2,384 -9%
CWM
74
Cabot Wealth Management
Massachusetts
$573K 24,922 +58 +0.2%
BONH
75
Bank of New Hampshire
New Hampshire
$541K 23,520 -850 -3%
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