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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 %
CFGS
101
Concourse Financial Group Securities
Alabama
$127K 5,300 +5,300 New
OHWP
102
Oak Harbor Wealth Partners
North Carolina
$113K 4,734 +490 +12%
FPS
103
Fieldpoint Private Securities
Connecticut
$108K 4,525 – –
KOCAA
104
Knights of Columbus Asset Advisors
Connecticut
$87K 3,657 – –
GWM
105
Geneos Wealth Management
Colorado
$81K 3,400 – –
HWM
106
Horizons Wealth Management
North Carolina
$59K 2,414 +2,414 New
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$55K 2,305 +2,305 New
PP
108
Prosperity Planning
Missouri
– – – –
BFEC
109
Benjamin F. Edwards & Company
Missouri
$38K 1,578 +127 +9%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$36K 1,495 +690 +86%
AF
111
Allworth Financial
California
$31K 1,300 – –
PTC
112
Private Trust Company
Ohio
$28K 1,160 +1,160 New
M
113
MOTCO
Texas
$24K 989 – –
IA
114
IFP Advisors
Florida
$18K 763 – –
FNBOSM
115
First National Bank of South Miami
Florida
$16K 652 – –
VCM
116
Vigilant Capital Management
Maine
$15K 610 +610 New
HNB
117
Huntington National Bank
Ohio
– – – –
FHA
118
First Horizon Advisors
Tennessee
$13K 543 – –
FGAM
119
Financial Gravity Asset Management
Texas
$2.96K 96 -4 -4%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$1K 38 -390 -91%
BlackRock
121
BlackRock
New York
$1K 46 – –
AC
122
Avestar Capital
New York
– – -74,523 Closed
MIH
123
Meitav Investment House
Israel
– – -24,436 Closed
Citadel Advisors
124
Citadel Advisors
Florida
– – -18,817 Closed
RW
125
RVW Wealth
California
– – -14,316 Closed
2 3 4
5
6