IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

69 hedge funds and large institutions have $184M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
33
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$20.9M 773,372 +37,901 +5%
Truist Financial
2
Truist Financial
North Carolina
$19.4M 719,445 +18,716 +3%
BOPW
3
Brandywine Oak Private Wealth
Pennsylvania
$12.5M 462,108 +462,108 New
Morgan Stanley
4
Morgan Stanley
New York
$12.2M 450,922 +29,454 +7%
CIM
5
Confluence Investment Management
Missouri
$10.8M 401,181 +5,121 +1%
SIC
6
Sigma Investment Counselors
Michigan
$9.02M 334,534 +137,325 +70%
Wells Fargo
7
Wells Fargo
California
$8.85M 328,215 -20,212 -6%
CIA
8
Capital Investment Advisors
Georgia
$7.46M 276,614 +103,737 +60%
UBS Group
9
UBS Group
Switzerland
$6.21M 230,252 +11,645 +5%
TF
10
TLWM Financial
Texas
Ameriprise
11
Ameriprise
Minnesota
$4.77M 177,035 +3,564 +2%
PPWM
12
PFG Private Wealth Management
Florida
$4.62M 171,510 +4,091 +2%
SWMG
13
Signature Wealth Management Group
Georgia
$4.3M 159,353 -121 -0.1%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$3.93M 145,605 +133,900 +1,144%
CTC
15
Central Trust Company
Missouri
$3.72M 137,993 +37,172 +37%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$3.43M 127,382 +30,103 +31%
SSB
17
Sandy Spring Bank
Maryland
$3.37M 124,817 +21,969 +21%
KF
18
Krilogy Financial
Missouri
$3.18M 117,922 +52,823 +81%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.85M 105,613 -3,290 -3%
Citadel Advisors
20
Citadel Advisors
Florida
$2.66M 98,785 -136,112 -58%
UCFA
21
United Capital Financial Advisors
Texas
$2.63M 97,523 -16,645 -15%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.07M 76,771 +4,072 +6%
US Bancorp
23
US Bancorp
Minnesota
$1.97M 73,120 +73,120 New
RJA
24
Raymond James & Associates
Florida
$1.96M 72,787 -10,341 -12%
WI
25
WrapManager Inc
California
$1.94M 71,922 +9,985 +16%