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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

348 hedge funds and large institutions have $2.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+36
Holders Change %
+11.54%
% of All Funds
4.63%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.28%
New
64
Increased
199
Reduced
43
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
HM Payson & Co
Maine
$66.2M
2
VVP
Venture Visionary Partners
Ohio
$20.5M
3
Corient Private Wealth
Corient Private Wealth
Florida
$17.2M
4
SAM
Summit Asset Management
Tennessee
$15.8M
5
Bank of America
Bank of America
North Carolina
$186M

Top Sellers

1
SRC
Shufro Rose & Co
New York
$82.2M
2
Lido Advisors
Lido Advisors
California
$46.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$32.6M
4
KA
Klingman & Associates
New York
$24.1M
5
ACA
Aptus Capital Advisors
Alabama
$51.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
226
Baird Financial Group
Wisconsin
$626K +$61.7K +2,575 +11%
1L
227
10Elms LLP
Oklahoma
$625K +$625K +26,070 New
DWT
228
Dorsey & Whitney Trust
South Dakota
$623K – – –
RWM
229
Ritholtz Wealth Management
New York
$622K -$16K -666 -3%
RSWA
230
Robinson Smith Wealth Advisors
Maine
$613K – – –
WANY
231
Wealthspire Advisors (New York)
New York
$611K +$611K +25,491 New
JBA
232
Johnson Bixby & Associates
Washington
$608K +$148K +6,161 +32%
DSC
233
Duncker Streett & Co
Missouri
$596K +$196K +8,180 +49%
AGP
234
Autumn Glory Partners
Texas
$594K -$37.9K -1,580 -6%
BSG
235
Black Swift Group
Colorado
$588K -$159K -6,650 -21%
OPOWM
236
One Plus One Wealth Management
Florida
$575K +$575K +24,000 New
SWC
237
Spectrum Wealth Counsel
Indiana
$573K +$2.9K +121 +0.5%
ASN
238
Advisory Services Network
Georgia
$566K +$286K +11,939 +102%
DP
239
Dearborn Partners
Illinois
$544K +$240 +10 +0%
MF
240
Montis Financial
Massachusetts
$544K +$544K +22,713 New
MFWP
241
Mosaic Family Wealth Partners
Missouri
$542K +$319K +13,315 +143%
MCM
242
Mattern Capital Management
Colorado
$537K +$12K +500 +2%
TFS
243
Thoroughbred Financial Services
Tennessee
$536K +$11.7K +489 +2%
Jones Financial Companies
244
Jones Financial Companies
Missouri
$518K +$309K +12,882 +147%
1WM
245
1900 Wealth Management
Texas
$511K +$7.48K +312 +1%
SPWM
246
Straight Path Wealth Management
Michigan
$501K +$20.7K +866 +4%
PIMG
247
Patriot Investment Management Group
Tennessee
$496K +$232K +9,702 +88%
AWM
248
Alterna Wealth Management
Texas
$495K +$28.3K +1,182 +6%
Neuberger Berman Group
249
Neuberger Berman Group
New York
$492K – – –
BWM
250
BCS Wealth Management
Tennessee
$471K – – –
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10
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