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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

312 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 186 increasing their positions, 47 reducing their positions, and 19 closing their positions.

Holders
312
Holders Change
+6
Holders Change %
+1.96%
% of All Funds
4.51%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
28
Increased
186
Reduced
47
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$76.1M
2
BEI
2
Benjamin Edwards Inc
Missouri
$10.8M
3
HPC
3
HM Payson & Co
Maine
$8.93M
4
HCM
4
Howland Capital Management
Massachusetts
$19.7M
5
UBS Group
5
UBS Group
Switzerland
$54.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$39.9M
2
MMA
2
Miracle Mile Advisors
California
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.4M
4
Lido Advisors
4
Lido Advisors
California
$33.8M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
276
CFS Investment Advisory Services
New Jersey
$207K -$1.81K -74 -0.9%
MFA
277
Mayflower Financial Advisors
Massachusetts
$206K -$41.2K -1,692 -17%
SPWG
278
Syntegra Private Wealth Group
Missouri
$206K – – –
First Manhattan
279
First Manhattan
New York
$204K +$204K +8,375 New
GSB
280
Greenfield Savings Bank
Massachusetts
$201K -$11K -451 -5%
HWM
281
Horizons Wealth Management
North Carolina
$188K +$1.29K +53 +0.7%
CFO
282
CVA Family Office
Colorado
$178K +$101K +4,140 +131%
WFA
283
Wells Financial Advisors
Massachusetts
$169K -$52.4K -2,150 -24%
BWL
284
Bogart Wealth LLC
Virginia
$157K +$20.2K +828 +15%
FFA
285
Farther Finance Advisors
California
$136K -$221K -9,081 -62%
National Bank of Canada
286
National Bank of Canada
Quebec, Canada
$132K – – –
OHWP
287
Oak Harbor Wealth Partners
North Carolina
$130K – – –
KHC
288
Koesten Hirschmann & Crabtree
Kansas
$126K – – –
PTC
289
Private Trust Company
Ohio
$123K -$1.22K -50 -1%
PA
290
PSI Advisors
Florida
$107K – – –
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$95K +$91.4K +3,750 +2,500%
MCA
292
Maryland Capital Advisors
Maryland
$92K -$4.29K -176 -4%
KOCAA
293
Knights of Columbus Asset Advisors
Connecticut
$89.1K – – –
OAJ
294
Ogorek Anthony Joseph
New York
$89K +$967 +40 +1%
GWM
295
Geneos Wealth Management
Colorado
$82.9K – – –
FHA
296
First Horizon Advisors
Tennessee
$74.8K – – –
Barclays
297
Barclays
United Kingdom
$67K – – –
BCWM
298
Bartlett & Co Wealth Management
Ohio
$60.9K – – –
FDCP
299
Foster Dykema Cabot & Partners
Massachusetts
$60.9K +$60.9K +2,500 New
TWC
300
TD Waterhouse Canada
Ontario, Canada
$60.6K +$60.6K +2,493 New
10 11
12
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