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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 %
SCA
76
Snowden Capital Advisors
New York
$446K 18,713 +18,713 New
OMC
77
Old Mission Capital
Illinois
$438K 18,359 +18,359 New
SWM
78
Segment Wealth Management
Texas
$437K 18,300 – –
FIB
79
First Interstate Bank
Montana
$411K 17,201 +17,201 New
Osaic Holdings
80
Osaic Holdings
Arizona
$392K 16,449 +1,516 +10%
Creative Planning
81
Creative Planning
Kansas
$368K 15,403 +15,403 New
KAS
82
Kestra Advisory Services
Texas
$353K 14,807 +340 +2%
FMWA
83
Forvis Mazars Wealth Advisors
Missouri
– – – –
CWS
84
Cypress Wealth Services
California
$337K 14,111 – –
TB
85
Treynor Bancshares
Iowa
$325K 13,600 – –
MA
86
MCF Advisors
Kentucky
$301K 12,605 – –
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$286K 11,984 +11,984 New
HCM
88
Hengehold Capital Management
Ohio
$280K 11,725 +11,725 New
MA
89
Mutual Advisors
Nebraska
$259K 10,836 +10,836 New
HGERS
90
Householder Group Estate & Retirement Specialist
Arizona
$250K 10,485 -839 -7%
RBC
91
Roble Belko & Company
Pennsylvania
$233K 9,779 – –
WWM
92
Western Wealth Management
Colorado
$225K 4,716 – –
FFIC
93
First Fiduciary Investment Counsel
Ohio
$216K 9,050 – –
FPAS
94
Focus Partners Advisor Solutions
Missouri
$205K 8,597 – –
HI
95
Harbour Investments
Wisconsin
$167K 6,986 +6,986 New
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$151K 6,308 +1,345 +27%
BWM
97
BerganKDV Wealth Management
Minnesota
$141K 5,890 – –
WFA
98
Wells Financial Advisors
Massachusetts
$137K 5,750 – –
APA
99
American Portfolios Advisors
New York
$130K 5,445 +240 +5%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$128K 5,389 +5,389 New
2 3
4
5 6