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iShares iBonds Dec 2027 Term Corporate ETF
IBDS
IBDS
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.
New
Increased
Maintained
Reduced
Closed
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
74% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 27
27% more capital invested
Capital invested by funds: $474M → $602M (+$127M)
11% more funds holding
Funds holding: 106 → 118 (+12)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
6.93% less ownership
Funds ownership: 87.4% → 80.46% (-6.9%)
Holders
118
Holders Change
+12
Holders Change %
+11.32%
% of All Funds
1.99%
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
Aptus Capital Advisors
Fairhope,
Alabama
|
+$74.7M |
| 2 |
KA
Klingman & Associates
New York
|
+$12M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.6M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$6.92M |
| 5 |
AF
Arrow Financial
Glens Falls,
New York
|
+$6.71M |
Top Sellers
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$3.16M |
| 2 |
AC
Avestar Capital
New York
|
-$1.86M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.66M |
| 4 |
Morgan Stanley
New York
|
-$1.6M |
| 5 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$1.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFS
126
Thoroughbred Financial Services
Brentwood,
Tennessee
| – | -$206K | -8,294 | Closed |
|
127
Koshinski Asset Management
Decatur,
Illinois
| – | -$59.1K | -2,371 | Closed |
|
|
ANBT
128
American National Bank & Trust
Wichita Falls,
Texas
| – | -$36K | -1,450 | Closed |
|
|
PFS
129
Prospera Financial Services
Dallas,
Texas
| – | -$17K | -700 | Closed |
|
|
SWM
130
Spire Wealth Management
Mclean,
Virginia
| – | -$1K | -49 | Closed |
|
|
PPP
131
Private Portfolio Partners
Paramus,
New Jersey
| – | -$411K | – | – |
|