IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

73 hedge funds and large institutions have $209M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
8
Increased
39
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$15.6M
2
TF
2
TLWM Financial
Texas
$6.14M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.3M
4
US Bancorp
4
US Bancorp
Minnesota
$4.9M
5
CIA
5
Capital Investment Advisors
Georgia
$10.3M

Top Sellers

1
SIC
1
Sigma Investment Counselors
Michigan
$4.48M
2
Wells Fargo
2
Wells Fargo
California
$6.56M
3
WAS
3
Wealth Advisory Solutions
Indiana
$480K
4
AFM
4
Andesa Financial Management
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$466K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$22.4M 824,420 +51,048 +7%
Truist Financial
2
Truist Financial
North Carolina
$20.8M 766,861 +47,416 +7%
Citadel Advisors
3
Citadel Advisors
Florida
$15.6M 573,177 +474,392 +480%
Morgan Stanley
4
Morgan Stanley
New York
$15.3M 564,114 +113,192 +25%
BOPW
5
Brandywine Oak Private Wealth
Pennsylvania
$13.5M 498,821 +36,713 +8%
CIM
6
Confluence Investment Management
Missouri
$11.1M 408,600 +7,419 +2%
CIA
7
Capital Investment Advisors
Georgia
$10.3M 378,685 +102,071 +37%
Wells Fargo
8
Wells Fargo
California
$6.56M 241,648 -86,567 -26%
UBS Group
9
UBS Group
Switzerland
$6.48M 238,900 +8,648 +4%
TF
10
TLWM Financial
Texas
$6.14M 226,927 +226,927 New
PPWM
11
PFG Private Wealth Management
Florida
$5.03M 185,470 +13,960 +8%
Ameriprise
12
Ameriprise
Minnesota
$5M 184,162 +7,127 +4%
US Bancorp
13
US Bancorp
Minnesota
$4.9M 180,610 +107,490 +147%
SIC
14
Sigma Investment Counselors
Michigan
$4.48M 165,028 -169,506 -51%
SSB
15
Sandy Spring Bank
Maryland
$4.27M 157,269 +32,452 +26%
SWMG
16
Signature Wealth Management Group
Georgia
$4.15M 152,865 -6,488 -4%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$4.09M 150,201 +4,596 +3%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$3.82M 140,741 +13,359 +10%
CTC
19
Central Trust Company
Missouri
$3.78M 139,372 +1,379 +1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.72M 136,891 +99,158 +263%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.71M 100,018 -5,595 -5%
KF
22
Krilogy Financial
Missouri
$2.61M 96,280 -21,642 -18%
UCFA
23
United Capital Financial Advisors
Texas
$2.54M 93,642 -3,881 -4%
RJA
24
Raymond James & Associates
Florida
$2.28M 83,998 +11,211 +15%
PWS
25
Peloton Wealth Strategists
Indiana
$2.06M 76,000 +27,000 +55%
1
2 3 4