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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 %
Citigroup
301
Citigroup
New York
$30.8K – – –
CIAS
302
Capital Investment Advisory Services
North Carolina
$25.7K – – –
HB
303
Horizon Bancorp
Indiana
$24K +$24K +1,000 New
S
304
SignatureFD
Georgia
$23.7K +$23.7K +1,000 New
M
305
MOTCO
Texas
$23.5K – – –
Jones Financial Companies
306
Jones Financial Companies
Missouri
$23.1K +$2.97K +125 +15%
UCB
307
United Community Bank
South Carolina
$20.4K – – –
AAG
308
Armstrong Advisory Group
Massachusetts
$20.3K – – –
SS
309
Sunbelt Securities
Texas
$19.8K +$47 +2 +0.2%
CT
310
Colonial Trust
South Carolina
$19K – – –
AF
311
Advisornet Financial
Minnesota
$17.9K +$190 +8 +1%
PNC Financial Services Group
312
PNC Financial Services Group
Pennsylvania
$10.1K -$11K -465 -52%
Fidelity Investments
313
Fidelity Investments
Massachusetts
$8.99K +$8.97K +378 +37,800%
BTI
314
Blue Trust Inc
Georgia
$7.14K – – –
BFO
315
Biltmore Family Office
North Carolina
$7.12K +$7.12K +300 New
HGERS
316
Householder Group Estate & Retirement Specialist
Arizona
$7K -$22.9K -1,090 -77%
FPB
317
First PREMIER Bank
South Dakota
$7K +$7K +315 New
PBK
318
Peoples Bank (Kansas)
Kansas
$4.74K – – –
LB
319
Legacy Bridge
Iowa
$4.32K – – –
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$3.56K +$3.56K +150 New
BlackRock
321
BlackRock
New York
$3.42K -$28.3K -1,193 -89%
CWC
322
Carolinas Wealth Consulting
North Carolina
$2.71K +$47 +2 +2%
TRCT
323
Tower Research Capital (TRC)
New York
$2.37K – – –
SPIA
324
Steward Partners Investment Advisory
New York
$1.19K -$15.3K -646 -93%
ACM
325
Advisors Capital Management
New Jersey
– -$12M -505,438 Closed
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13
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