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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 %
NA
276
Nestegg Advisors
New York
$303K +$303K +12,589 New
DWM
277
DecisionMap Wealth Management
Virginia
$297K +$297K +12,393 New
PS
278
Principal Securities
Iowa
$289K +$719 +30 +0.2%
MWP
279
Meredith Wealth Planning
Illinois
$287K +$4.22K +176 +1%
GCA
280
Gradient Capital Advisors
California
$275K +$4.96K +207 +2%
KFAA
281
Klaas Financial Asset Advisors
Illinois
$273K +$273K +11,379 New
MC
282
Moors & Cabot
Massachusetts
$267K -$240K – –
FW
283
FullCircle Wealth
Texas
$267K -$10.8K -448 -4%
AM
284
Atwater Malick
Pennsylvania
$262K – – –
MA
285
MKT Advisors
California
$259K -$41.9K -1,747 -14%
CHA
286
Cooper/Haims Advisors
New York
$257K – – –
CFG
287
Cornerstone Financial Group
Nebraska
$255K +$255K +10,652 New
HFA
288
Highland Financial Advisors
New Jersey
$254K – – –
SG
289
StoneX Group
New York
$254K +$254K +10,596 New
BAM
290
Belpointe Asset Management
Nevada
$250K +$250K +10,342 New
SC
291
Scotia Capital
Ontario, Canada
$242K – – –
KPWS
292
Kestra Private Wealth Services
Texas
$238K +$19.3K +807 +9%
APP
293
Avantax Planning Partners
Iowa
$228K +$10K +418 +5%
YWM
294
Yoder Wealth Management
California
$228K -$223K -9,300 -49%
PHIC
295
Pine Haven Investment Counsel
Massachusetts
$223K +$223K +9,300 New
GSB
296
Greenfield Savings Bank
Massachusetts
$221K +$23.6K +987 +12%
MAG
297
M3 Advisory Group
Massachusetts
$219K – – –
AAS
298
Avantax Advisory Services
Texas
$214K +$5.25K +219 +3%
AA
299
Addison Advisors
Vermont
$213K -$1.44K -60 -0.7%
CWS
300
Cypress Wealth Services
California
$212K -$58.6K -2,446 -22%
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