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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

63 hedge funds and large institutions have $234M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.39%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
31
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$20.4M
2
Truist Financial
2
Truist Financial
North Carolina
$17.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.76M
4
SIC
4
Sigma Investment Counselors
Michigan
$4.83M
5
Morgan Stanley
5
Morgan Stanley
New York
$10.3M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$502K
2
TF
2
TLWM Financial
Texas
$5.93M
3
RJA
3
Raymond James & Associates
Florida
$2.04M
4
MFWM
4
Motley Fool Wealth Management
Virginia
$29.4M
5
LPL Financial
5
LPL Financial
California
$1.46M
Name Market Value Shares Shares
Change 		Shares
Change %
CAI
1
Capital Advisors Inc
Oklahoma
$41.8M 1,704,706 +42,385 +3%
MFWM
2
Motley Fool Wealth Management
Virginia
$29.4M 1,198,200 -77,047 -6%
Jane Street
3
Jane Street
New York
$20.4M 833,576 +788,610 +1,754%
Bank of America
4
Bank of America
North Carolina
$18M 735,471 -7,788 -1%
Truist Financial
5
Truist Financial
North Carolina
$17.2M 700,729 +700,729 New
Morgan Stanley
6
Morgan Stanley
New York
$10.3M 421,468 +81,122 +24%
CIM
7
Confluence Investment Management
Missouri
$9.71M 396,060 -61,592 -13%
Wells Fargo
8
Wells Fargo
California
$8.54M 348,427 +18,104 +5%
TF
9
TLWM Financial
Texas
– – -246,506 Closed
Citadel Advisors
10
Citadel Advisors
Florida
$5.76M 234,897 +123,648 +111%
UBS Group
11
UBS Group
Switzerland
$5.36M 218,607 -22,697 -9%
SIC
12
Sigma Investment Counselors
Michigan
$4.83M 197,209 +101,824 +107%
Ameriprise
13
Ameriprise
Minnesota
$4.25M 173,471 +56,533 +48%
CIA
14
Capital Investment Advisors
Georgia
$4.24M 172,877 +81,028 +88%
PPWM
15
PFG Private Wealth Management
Florida
$4.1M 167,419 +2,042 +1%
SWMG
16
Signature Wealth Management Group
Georgia
$3.91M 159,474 +4,390 +3%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$3.36M 136,893 +5,230 +4%
UCFA
18
United Capital Financial Advisors
Texas
$2.8M 114,168 -7,194 -6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.67M 108,903 -8,703 -7%
SSB
20
Sandy Spring Bank
Maryland
$2.52M 102,848 +55,973 +119%
CTC
21
Central Trust Company
Missouri
$2.47M 100,821 +11,624 +13%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.38M 97,279 +15,082 +18%
RJA
23
Raymond James & Associates
Florida
$2.04M 83,128 -126,743 -60%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.78M 72,699 +15,150 +26%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.76M 71,961 +52,792 +275%
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