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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

118 hedge funds and large institutions have $602M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
118
Holders Change
+12
Holders Change %
+11.32%
% of All Funds
2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
22
Increased
47
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$164M
2
KA
2
Klingman & Associates
New York
$11.8M
3
SPF
3
Steven Patrick Farmer
$10.6M
4
Bank of America
4
Bank of America
North Carolina
$38.7M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.83M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$17.6M
2
AC
2
Avestar Capital
New York
$0
3
Wells Fargo
3
Wells Fargo
California
$5.01M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.2M
5
CTC
5
Central Trust Company
Missouri
$1.76M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$164M 6,879,588 +3,089,588 +82%
CAI
2
Capital Advisors Inc
Oklahoma
$52M 2,178,517 +268,060 +14%
Bank of America
3
Bank of America
North Carolina
$38.7M 1,620,215 +355,853 +28%
CIA
4
Capital Investment Advisors
Georgia
$26.3M 1,101,766 +117,054 +12%
SIC
5
Sigma Investment Counselors
Michigan
$25.4M 1,063,292 -17,474 -2%
Truist Financial
6
Truist Financial
North Carolina
$17.6M 735,960 -130,624 -15%
Morgan Stanley
7
Morgan Stanley
New York
$16.2M 679,620 -66,024 -9%
LPL Financial
8
LPL Financial
California
$13.9M 580,995 +203,020 +54%
KA
9
Klingman & Associates
New York
$11.8M 496,001 +496,001 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11M 462,542 +72,687 +19%
CIM
11
Confluence Investment Management
Missouri
$10.6M 443,800 -5,316 -1%
SPF
12
Steven Patrick Farmer
$10.6M 443,800 +443,800 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.22M 386,240 +158,849 +70%
SVWAG
14
Sound View Wealth Advisors Group
Georgia
$9.04M 378,553 +22,852 +6%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$8.32M 351,078 +5,012 +1%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$8.15M 341,233 +172,353 +102%
US Bancorp
17
US Bancorp
Minnesota
$8.13M 340,791 +54,784 +19%
AF
18
Arrow Financial
New York
$7.89M 330,382 +277,739 +528%
MGIA
19
Matthew Goff Investment Advisor
Texas
$7.05M 295,319 -235 -0.1%
HighTower Advisors
20
HighTower Advisors
Illinois
$6.83M 286,229 +286,229 New
ACM
21
Advisors Capital Management
New Jersey
$6.31M 264,145 +264,145 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$5.9M 247,224 +77,118 +45%
WIC
23
Woodmont Investment Counsel
Tennessee
$5.83M 244,083 +59,080 +32%
Jane Street
24
Jane Street
New York
$5.69M 238,420 +238,420 New
SSB
25
Sandy Spring Bank
Maryland
$5.47M 229,035 -1,730 -0.7%
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