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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 %
BlackRock
326
BlackRock
New York
$3.51K – – –
CWC
327
Carolinas Wealth Consulting
North Carolina
$2.78K – – –
Fidelity Investments
328
Fidelity Investments
Massachusetts
$2.09K -$7.13K -293 -77%
CFD
329
Creative Financial Designs
Indiana
$1.95K +$1.95K +80 New
MFT
330
Moisand Fitzgerald Tamayo
Florida
$853 +$853 +35 New
MMA
331
Miracle Mile Advisors
California
– -$42.4M -1,788,411 Closed
Citadel Advisors
332
Citadel Advisors
Florida
– -$772K -32,540 Closed
OMC
333
Old Mission Capital
Illinois
– -$718K -30,262 Closed
DWA
334
Delap Wealth Advisory
Oregon
– -$403K -16,996 Closed
GS
335
GTS Securities
New York
– -$285K -11,991 Closed
XT
336
XTX Topco
Cayman Islands
– -$143K -10,629 Closed
Kovitz Investment Group Partners
337
Kovitz Investment Group Partners
Illinois
– -$239K -10,087 Closed
DADC
338
D.A. Davidson & Co
Montana
– -$206K -8,701 Closed
IAIM
339
International Assets Investment Management
Florida
– -$195K -8,200 Closed
Citigroup
340
Citigroup
New York
– -$30.8K -1,298 Closed
S
341
SignatureFD
Georgia
– -$23.7K -1,000 Closed
HB
342
Horizon Bancorp
Indiana
– -$24K -1,000 Closed
BFO
343
Biltmore Family Office
North Carolina
– -$7.12K -300 Closed
BTI
344
Blue Trust Inc
Georgia
– -$7.14K -300 Closed
TRCT
345
Tower Research Capital (TRC)
New York
– -$2.37K -100 Closed
EFP
346
Envision Financial Planning
Tennessee
– -$262K – –
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