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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

306 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 188 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
4.45%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
26
Increased
188
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KA
Klingman & Associates
New York
$24.3M
2
ACA
Aptus Capital Advisors
Alabama
$53.7M
3
Bank of America
Bank of America
North Carolina
$171M
4
SRC
Shufro Rose & Co
New York
$129M
5
MMA
Miracle Mile Advisors
California
$42.4M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$28.5M
2
Corient Private Wealth
Corient Private Wealth
Florida
$18.1M
3
Lido Advisors
Lido Advisors
California
$21.9M
4
VVP
Venture Visionary Partners
Ohio
$13.1M
5
ACM
Advisors Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWS
251
Evergreen Wealth Solutions
Pennsylvania
$271K +$39.3K +1,657 +17%
CWS
252
Cypress Wealth Services
California
$268K – – –
ACA
253
Anchor Capital Advisors
Massachusetts
$266K – – –
EFP
254
Envision Financial Planning
Tennessee
$262K -$261K – –
AM
255
Atwater Malick
Pennsylvania
$260K – – –
CHA
256
Cooper/Haims Advisors
New York
$255K – – –
HFA
257
Highland Financial Advisors
New Jersey
$252K – – –
MIFH
258
Migdal Insurance & Financial Holdings
Israel
$245K +$37.7K +1,589 +18%
MFA
259
Mayflower Financial Advisors
Massachusetts
$241K – – –
SC
260
Scotia Capital
Ontario, Canada
$240K – – –
Kovitz Investment Group Partners
261
Kovitz Investment Group Partners
Illinois
$239K – – –
PIMG
262
Patriot Investment Management Group
Tennessee
$237K – – –
MC
263
Moors & Cabot
Massachusetts
$229K – – –
GCA
264
Gradient Capital Advisors
California
$227K +$227K +9,546 New
WFA
265
Wells Financial Advisors
Massachusetts
$216K – – –
APP
266
Avantax Planning Partners
Iowa
$214K +$12.7K +534 +6%
AA
267
Addison Advisors
Vermont
$213K +$76.4K +3,220 +56%
Koshinski Asset Management
268
Koshinski Asset Management
Illinois
$209K +$5.18K +218 +3%
DADC
269
D.A. Davidson & Co
Montana
$206K -$160K -6,745 -44%
GSB
270
Greenfield Savings Bank
Massachusetts
$206K +$206K +8,686 New
CIAS
271
CFS Investment Advisory Services
New Jersey
$203K -$153K -6,461 -43%
PPP
272
Private Portfolio Partners
New Jersey
$202K – – –
SPWG
273
Syntegra Private Wealth Group
Missouri
$200K – – –
HI
274
Harbour Investments
Wisconsin
$198K +$21.5K +906 +12%
IAIM
275
International Assets Investment Management
Florida
$195K +$195K +8,200 New
9 10
11
12 13