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.
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)
Top Buyers
Top Sellers
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$12.1M |
| 2 |
Jane Street
New York
|
-$4.96M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.38M |
| 4 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$1.76M |
| 5 |
Morgan Stanley
New York
|
-$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Bessemer Group
Woodbridge,
New Jersey
| $4K | +$3.52K | +132 | New |
|
|
FGAM
102
Financial Gravity Asset Management
Lakeway,
Texas
| $3.29K | -$2.98K | -112 | -51% |
|
103
Fidelity Investments
Boston,
Massachusetts
| $2K | -$53 | -2 | -3% |
|
|
SWM
104
Spire Wealth Management
Mclean,
Virginia
| $1K | – | – | – |
|
105
BlackRock
New York
| $1K | +$27 | +1 | +2% |
|
|
106
Jane Street
New York
| – | -$4.96M | -183,724 | Closed |
|
|
107
Citadel Advisors
Miami,
Florida
| – | -$4.38M | -162,213 | Closed |
|
|
FIM
108
Freedom Investment Management
Hartford,
Connecticut
| – | -$894K | -33,132 | Closed |
|
|
MA
109
MCF Advisors
Covington,
Kentucky
| – | -$340K | -12,605 | Closed |
|
|
HI
110
Harbour Investments
Madison,
Wisconsin
| – | -$97K | -3,584 | Closed |
|
|
CAAS
111
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$26K | -970 | Closed |
|
|
IWA
112
IBEX Wealth Advisors
Bedminster,
New Jersey
| – | -$5K | -169 | Closed |
|
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.