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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

271 hedge funds and large institutions have $1.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 129 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+59
Holders Change %
+27.83%
% of All Funds
3.97%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
68
Increased
129
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$134M
2
KCM
Kathmere Capital Management
Pennsylvania
$20.7M
3
Bank of America
Bank of America
North Carolina
$148M
4
VVP
Venture Visionary Partners
Ohio
$11.2M
5
UBS Group
UBS Group
Switzerland
$44M

Top Sellers

1
KA
Klingman & Associates
New York
$26M
2
Corient Private Wealth
Corient Private Wealth
Florida
$0
3
HighTower Advisors
HighTower Advisors
Illinois
$22.9M
4
GBWM
Granite Bay Wealth Management
New Hampshire
$44M
5
Ameriprise
Ameriprise
Minnesota
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCP
226
Wick Capital Partners
Pennsylvania
$262K – – –
RJT
227
Raymond James Trust
Florida
$260K +$260K +10,868 New
JBA
228
Johnson Bixby & Associates
Washington
$259K +$3.4K +142 +1%
CHA
229
Cooper/Haims Advisors
New York
$257K – – –
EFP
230
Envision Financial Planning
Tennessee
$256K -$8.28M -346,116 -97%
EWM
231
Executive Wealth Management
Michigan
$255K +$255K +10,658 New
HFA
232
Highland Financial Advisors
New Jersey
$254K +$254K +10,606 New
AM
233
Atwater Malick
Pennsylvania
$247K +$38K +1,590 +18%
SC
234
Scotia Capital
Ontario, Canada
$242K +$242K +10,100 New
Kovitz Investment Group Partners
235
Kovitz Investment Group Partners
Illinois
$241K +$241K +10,087 New
PIMG
236
Patriot Investment Management Group
Tennessee
$239K +$239K +9,980 New
Bank of New York Mellon
237
Bank of New York Mellon
New York
$237K -$4.35M -181,957 -95%
PB
238
Pinnacle Bancorp
Nebraska
$227K – – –
BWM
239
BCS Wealth Management
Tennessee
$220K +$220K +9,208 New
WFA
240
Wells Financial Advisors
Massachusetts
$218K +$80.2K +3,350 +58%
ATC
241
Adirondack Trust Company
New York
$214K +$214K +9,030 New
VA
242
Valmark Advisers
Ohio
$210K – – –
PPP
243
Private Portfolio Partners
New Jersey
$203K +$203K +8,500 New
SPWG
244
Syntegra Private Wealth Group
Missouri
$202K – – –
PWA
245
Provenance Wealth Advisors
Florida
$200K +$52.1K +2,177 +35%
HWM
246
Horizons Wealth Management
North Carolina
$183K +$21.1K +883 +13%
HI
247
Harbour Investments
Wisconsin
$177K +$2.35K +98 +1%
JHCP
248
Jackson Hole Capital Partners
Oklahoma
$157K +$157K +6,557 New
VNA
249
Valley National Advisers
Pennsylvania
$152K – – –
Bank of Montreal
250
Bank of Montreal
Ontario, Canada
$141K +$77.5K +3,237 +122%
8 9
10
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