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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 %
RW
76
RVW Wealth
California
$357K 14,316 +2,855 +25%
FMWA
77
Forvis Mazars Wealth Advisors
Missouri
– – – –
CWS
78
Cypress Wealth Services
California
$352K 14,111 – –
TB
79
Treynor Bancshares
Iowa
$339K 13,600 – –
MA
80
MCF Advisors
Kentucky
$314K 12,605 +12,605 New
HGERS
81
Householder Group Estate & Retirement Specialist
Arizona
$282K 11,324 -228 -2%
RBC
82
Roble Belko & Company
Pennsylvania
$244K 9,779 – –
WWM
83
Western Wealth Management
Colorado
$236K 4,716 +4,716 New
FFIC
84
First Fiduciary Investment Counsel
Ohio
$226K 9,050 – –
FPAS
85
Focus Partners Advisor Solutions
Missouri
$214K 8,597 +99 +1%
TFS
86
Thoroughbred Financial Services
Tennessee
$206K 8,294 +4 +0%
BWM
87
BerganKDV Wealth Management
Minnesota
$147K 5,890 – –
WFA
88
Wells Financial Advisors
Massachusetts
$143K 5,750 – –
APA
89
American Portfolios Advisors
New York
$130K 5,205 +2,790 +116%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$124K 4,963 -558 -10%
FPS
91
Fieldpoint Private Securities
Connecticut
$113K 4,525 – –
OHWP
92
Oak Harbor Wealth Partners
North Carolina
$106K 4,244 +481 +13%
KOCAA
93
Knights of Columbus Asset Advisors
Connecticut
$91K 3,657 – –
GWM
94
Geneos Wealth Management
Colorado
$84K 3,400 – –
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$59.1K 2,371 +54 +2%
PP
96
Prosperity Planning
Missouri
– – – –
ANBT
97
American National Bank & Trust
Texas
$36K 1,450 – –
BFEC
98
Benjamin F. Edwards & Company
Missouri
$36K 1,451 – –
AF
99
Allworth Financial
California
$32K 1,300 – –
M
100
MOTCO
Texas
$25K 989 -1,065 -52%
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4
5