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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

46 hedge funds and large institutions have $135M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
26
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
1
Capital Advisors Inc
Oklahoma
$36.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.18M
3
MFWM
3
Motley Fool Wealth Management
Virginia
$8.53M
4
Wells Fargo
4
Wells Fargo
California
$6.63M
5
TFS
5
Thoroughbred Financial Services
Tennessee
$521K

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$10.8M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$205K
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$3.3M
4
ATPW
4
Ashton Thomas Private Wealth
Arizona
$0
5
BEI
5
Benjamin Edwards Inc
Missouri
$250K
Name Market Value Shares Shares
Change 		Shares
Change %
CAI
1
Capital Advisors Inc
Oklahoma
$36.7M 1,438,477 +1,310,057 +1,020%
Bank of America
2
Bank of America
North Carolina
$12.5M 490,588 +15,827 +3%
CIM
3
Confluence Investment Management
Missouri
$11.7M 457,652 -385 -0.1%
Stifel Financial
4
Stifel Financial
Missouri
$10.8M 423,649 -130,068 -23%
MFWM
5
Motley Fool Wealth Management
Virginia
$8.53M 334,477 +99,936 +43%
Morgan Stanley
6
Morgan Stanley
New York
$7.18M 281,665 +131,707 +88%
Wells Fargo
7
Wells Fargo
California
$6.63M 259,991 +40,915 +19%
TF
8
TLWM Financial
Texas
– – – –
SWMG
9
Signature Wealth Management Group
Georgia
$3.86M 152,016 +616 +0.4%
UCFA
10
United Capital Financial Advisors
Texas
$3.46M 135,568 +7,183 +6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.3M 129,498 +8,599 +7%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$3.3M 129,396 -21,045 -14%
UBS Group
13
UBS Group
Switzerland
$3.1M 121,626 +19,048 +19%
KF
14
Krilogy Financial
Missouri
$3.08M 120,683 +12,744 +12%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.02M 79,133 +4,921 +7%
LF
16
Lee Financial
Texas
$1.92M 75,407 – –
Jane Street
17
Jane Street
New York
$1.31M 51,469 +6,735 +15%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.11M 43,566 +12,477 +40%
LPL Financial
19
LPL Financial
California
$923K 36,212 +2,228 +7%
RJA
20
Raymond James & Associates
Florida
$879K 34,493 +197 +0.6%
ECM
21
Exchange Capital Management
Michigan
$692K 27,131 -1,460 -5%
MA
22
MCF Advisors
Kentucky
$674K 26,455 – –
SSB
23
Sandy Spring Bank
Maryland
$598K 23,465 +13,435 +134%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$557K 21,863 +11,668 +114%
TFS
25
Thoroughbred Financial Services
Tennessee
$521K 18,304 +18,304 New
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