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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

106 hedge funds and large institutions have $474M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
13
Increased
51
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$94.5M
2
SVWAG
2
Sound View Wealth Advisors Group
Georgia
$8.87M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$4.21M
4
CIA
4
Capital Investment Advisors
Georgia
$24.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.67M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.95M
2
Truist Financial
2
Truist Financial
North Carolina
$21.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.6M
4
KF
4
Krilogy Financial
Missouri
$2.18M
5
CP
5
Camelot Portfolios
Ohio
$3.79M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$94.5M 3,790,000 +3,790,000 New
CAI
2
Capital Advisors Inc
Oklahoma
$47.6M 1,910,457 +69,996 +4%
Bank of America
3
Bank of America
North Carolina
$31.5M 1,264,362 +34,792 +3%
SIC
4
Sigma Investment Counselors
Michigan
$27M 1,080,766 +22,569 +2%
CIA
5
Capital Investment Advisors
Georgia
$24.6M 984,712 +168,598 +21%
Truist Financial
6
Truist Financial
North Carolina
$21.6M 866,584 -160,988 -16%
Morgan Stanley
7
Morgan Stanley
New York
$18.6M 745,644 -138,589 -16%
HighTower Advisors
8
HighTower Advisors
Illinois
– – – –
CIM
9
Confluence Investment Management
Missouri
$11.2M 449,116 +14,427 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.72M 389,855 +30,646 +9%
LPL Financial
11
LPL Financial
California
$9.43M 377,975 +3,328 +0.9%
SVWAG
12
Sound View Wealth Advisors Group
Georgia
$8.87M 355,701 +340,248 +2,202%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$8.63M 346,066 +103,222 +43%
MGIA
14
Matthew Goff Investment Advisor
Texas
$7.37M 295,554 +11,784 +4%
US Bancorp
15
US Bancorp
Minnesota
$7.13M 286,007 -20,201 -7%
Wells Fargo
16
Wells Fargo
California
$6.95M 278,511 -430,261 -61%
SSB
17
Sandy Spring Bank
Maryland
$5.76M 230,765 +7,192 +3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.67M 227,391 +134,975 +146%
AIA
19
Arcadia Investment Advisors
Idaho
$5.45M 218,497 +11,917 +6%
TF
20
TLWM Financial
Texas
$5.2M 208,663 -200 -0.1%
UBS Group
21
UBS Group
Switzerland
$5.01M 200,699 +58,282 +41%
PPWM
22
PFG Private Wealth Management
Florida
$4.83M 193,729 +11,821 +6%
Ameriprise
23
Ameriprise
Minnesota
$4.68M 187,608 +10,670 +6%
WIC
24
Woodmont Investment Counsel
Tennessee
$4.61M 185,003 +110,760 +149%
PWS
25
Peloton Wealth Strategists
Indiana
$4.59M 184,200 +28,000 +18%
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