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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
KAS
76
Kestra Advisory Services
Texas
$250K -$3.62K -136 -1%
BEI
77
Benjamin Edwards Inc
Missouri
$240K +$13.5K +507 +6%
FFIC
78
First Fiduciary Investment Counsel
Ohio
$240K +$241K +9,050 New
FPAS
79
Focus Partners Advisor Solutions
Missouri
$226K +$226K +8,498 New
TFS
80
Thoroughbred Financial Services
Tennessee
$220K +$15.1K +565 +7%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$206K +$206K +7,744 New
1SB
82
1ST Source Bank
Indiana
$205K – – –
BWM
83
BerganKDV Wealth Management
Minnesota
$156K – – –
WFA
84
Wells Financial Advisors
Massachusetts
$153K +$53.3K +2,000 +53%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$147K +$373 +14 +0.3%
FPS
86
Fieldpoint Private Securities
Connecticut
$120K – – –
OHWP
87
Oak Harbor Wealth Partners
North Carolina
$100K +$100K +3,763 New
KOCAA
88
Knights of Columbus Asset Advisors
Connecticut
$97K – – –
CFCI
89
Comprehensive Financial Consultants Institutional
Indiana
$93K +$97.2K +3,650 New
GWM
90
Geneos Wealth Management
Colorado
$90K -$16K -600 -15%
APA
91
American Portfolios Advisors
New York
$64.1K – – –
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$61.5K +$373 +14 +0.6%
M
93
MOTCO
Texas
$55K -$25.1K -941 -31%
PP
94
Prosperity Planning
Missouri
$50K – – –
TAM
95
Tucker Asset Management
Colorado
$45.3K +$45.4K +1,705 New
ANBT
96
American National Bank & Trust
Texas
$39K – – –
BFEC
97
Benjamin F. Edwards & Company
Missouri
$39K – – –
AF
98
Allworth Financial
California
$35K – – –
FNBOSM
99
First National Bank of South Miami
Florida
$17K -$4.53K -170 -21%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$9K +$9.06K +340 New
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.