iShares iBonds Dec 2027 Term Corporate ETF
IBDS
87 hedge funds and large institutions have $307M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 11 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 17
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
4% more funds holding
Funds holding: 84 → 87 (+3)
4% more capital invested
Capital invested by funds: $295M → $307M (+$12.1M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.68% less ownership
Funds ownership: 72.19% → 71.51% (-0.68%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$11.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.72M |
| 3 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$4.62M |
| 4 |
Morgan Stanley
New York
|
+$3.21M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
-$14.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$8.13M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.14M |
| 4 |
ABC
Associated Banc-Corp
Green Bay,
Wisconsin
|
-$605K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$594K |
IBDS Hedge Fund Activity: Q1 2021 in Review
87 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q1 2021, worth a combined $307M — up 4.1% from $295M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IBDS positions and 11 closed out — a net gain of 3 holders — while 39 added to existing stakes and 17 trimmed.
The largest buyer was Wells Fargo, adding an estimated $11.6M. The largest seller was Brandywine Oak Private Wealth, exiting entirely with an estimated $14.5M sold.
- 87 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q1 2021, up from 84 in Q4 2020.
- Funds reported $307M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q1 2021, up 4.1% quarter-over-quarter.
- 14 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q1 2021 and 11 closed out, a net change of +3 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q1 2021 was Wells Fargo, an estimated $11.6M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q1 2021 was Brandywine Oak Private Wealth, an estimated $14.5M sold.
Based on aggregated 13F filings for Q1 2021.