iShares iBonds Dec 2027 Term Corporate ETF
IBDS
84 hedge funds and large institutions have $295M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 6 closing their positions.
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
144% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 16
40% more capital invested
Capital invested by funds: $210M → $295M (+$84.8M)
15% more funds holding
Funds holding: 73 → 84 (+11)
8.77% more ownership
Funds ownership: 63.42% → 72.19% (+8.8%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$49.7M |
| 2 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$10.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.86M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$2.4M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.95M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$1.02M |
| 3 |
WAS
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
-$480K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$400K |
| 5 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
-$304K |
IBDS Hedge Fund Activity: Q4 2020 in Review
84 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q4 2020, worth a combined $295M — up 40% from $210M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IBDS positions and 6 closed out — a net gain of 11 holders — while 39 added to existing stakes and 16 trimmed.
The largest buyer was Capital Advisors Inc, opening a new position worth an estimated $49.7M. The largest seller was Citadel Advisors, cutting an estimated $4.95M.
- 84 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q4 2020, up from 73 in Q3 2020.
- Funds reported $295M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q4 2020, up 40% quarter-over-quarter.
- 17 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q4 2020 and 6 closed out, a net change of +11 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q4 2020 was Capital Advisors Inc, an estimated $49.7M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q4 2020 was Citadel Advisors, an estimated $4.95M sold.
Based on aggregated 13F filings for Q4 2020.