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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

27 hedge funds and large institutions have $109M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
10
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$14.6M
2
LF
2
Lee Financial
Texas
$1.78M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.24M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$740K
5
OCM
5
One Capital Management
California
$645K

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.27M
2
CAI
2
Capital Advisors Inc
Oklahoma
$41.4M
3
BF
3
BOK Financial
Oklahoma
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$12.1M
5
M&T Bank
5
M&T Bank
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAI
1
Capital Advisors Inc
Oklahoma
$41.4M 1,751,759 -69,652 -4%
Stifel Financial
2
Stifel Financial
Missouri
$16.7M 704,547 +21,557 +3%
Bank of America
3
Bank of America
North Carolina
$14.6M 619,868 +118,604 +24%
UCFA
4
United Capital Financial Advisors
Texas
$12.1M 513,219 -14,110 -3%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$5.17M 218,858 +6,153 +3%
TF
6
TLWM Financial
Texas
– – – –
CIM
7
Confluence Investment Management
Missouri
$2.54M 107,699 +3,100 +3%
Jane Street
8
Jane Street
New York
$2.27M 96,021 -144,136 -60%
Morgan Stanley
9
Morgan Stanley
New York
$2.24M 94,699 +70,276 +288%
LF
10
Lee Financial
Texas
$1.78M 75,407 +75,407 New
LWM
11
Lenox Wealth Management
Ohio
$1.36M 57,562 -5,865 -9%
Wolverine Trading
12
Wolverine Trading
Illinois
$1.09M 45,268 – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$740K 31,323 +28,973 +1,233%
ECM
14
Exchange Capital Management
Michigan
$710K 30,055 +3,550 +13%
RJA
15
Raymond James & Associates
Florida
$704K 29,824 +986 +3%
OCM
16
One Capital Management
California
$645K 25,660 +25,660 New
UBS Group
17
UBS Group
Switzerland
$608K 25,771 +3,425 +15%
Wells Fargo
18
Wells Fargo
California
$587K 24,829 +22,550 +989%
APP
19
Avantax Planning Partners
Iowa
$252K 10,676 – –
ACS
20
Archford Capital Strategies
Illinois
$123K 5,197 +5,197 New
FPS
21
Fieldpoint Private Securities
Connecticut
$107K 4,525 +4,525 New
IA
22
IFP Advisors
Florida
$83K 3,500 +3,500 New
SSB
23
Sandy Spring Bank
Maryland
$39K 1,665 +1,665 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$35K 1,436 – –
LNB
25
Ledyard National Bank
$25K 1,043 +1,043 New
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