iShares iBonds Dec 2027 Term Corporate ETF
IBDS
96 hedge funds and large institutions have $375M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 19 reducing their positions, and 4 closing their positions.
1,099% more capital inflows, than outflows
Capital inflows: $46.9M | Capital outflows: $3.91M
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
153% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 19
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
8% more funds holding
Funds holding: 89 → 96 (+7)
2.98% more ownership
Funds ownership: 70.18% → 73.17% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$12.3M |
| 2 |
MGIA
Matthew Goff Investment Advisor
Houston,
Texas
|
+$5.18M |
| 3 |
AIA
Arcadia Investment Advisors
Eagle,
Idaho
|
+$3.94M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.58M |
| 5 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$1.39M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$551K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$450K |
| 4 |
Central Trust Company
Jefferson City,
Missouri
|
-$278K |
| 5 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
-$190K |
IBDS Hedge Fund Activity: Q3 2021 in Review
96 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q3 2021, worth a combined $375M — up 9.6% from $343M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IBDS positions and 4 closed out — a net gain of 7 holders — while 48 added to existing stakes and 19 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $12.3M. The largest seller was Truist Financial, cutting an estimated $1.39M.
- 96 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q3 2021, up from 89 in Q2 2021.
- Funds reported $375M of iShares iBonds Dec 2027 Term Corporate ETF stock for Q3 2021, up 9.6% quarter-over-quarter.
- 11 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q3 2021 and 4 closed out, a net change of +7 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q3 2021 was HighTower Advisors, an estimated $12.3M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q3 2021 was Truist Financial, an estimated $1.39M sold.
Based on aggregated 13F filings for Q3 2021.