iShares iBonds Dec 2027 Term Corporate ETF
IBDS
73 hedge funds and large institutions have $210M 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.
271% more capital inflows, than outflows
Capital inflows: $42M | Capital outflows: $11.3M
144% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 16
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
6.22% more ownership
Funds ownership: 57.2% → 63.42% (+6.2%)
6% more funds holding
Funds holding: 69 → 73 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$12.9M |
| 2 |
TF
TLWM Financial
San Antonio,
Texas
|
+$6.18M |
| 3 |
Morgan Stanley
New York
|
+$3.08M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$2.93M |
| 5 |
Capital Investment Advisors
Atlanta,
Georgia
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
-$4.62M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.36M |
| 3 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
-$1.16M |
| 4 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
-$660K |
| 5 |
Jane Street
New York
|
-$657K |
IBDS Hedge Fund Activity: Q3 2020 in Review
73 of the 4,972 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q3 2020, worth a combined $210M — up 15% from $184M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IBDS positions and 4 closed out — a net gain of 4 holders — while 39 added to existing stakes and 16 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $12.9M. The largest seller was Sigma Investment Counselors, cutting an estimated $4.62M.
- 73 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q3 2020, up from 69 in Q2 2020.
- Funds reported $210M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q3 2020, up 15% quarter-over-quarter.
- 8 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q3 2020 and 4 closed out, a net change of +4 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q3 2020 was Citadel Advisors, an estimated $12.9M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q3 2020 was Sigma Investment Counselors, an estimated $4.62M sold.
Based on aggregated 13F filings for Q3 2020.