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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
+$57.4M
2
VVP
Venture Visionary Partners
Ohio
+$20.5M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$17.2M
4
SAM
Summit Asset Management
Tennessee
+$15.5M
5
Bank of America
Bank of America
North Carolina
+$11.7M

Top Sellers

1
SRC
Shufro Rose & Co
New York
-$48.4M
2
Lido Advisors
Lido Advisors
California
-$33.8M
3
HighTower Advisors
HighTower Advisors
Illinois
-$30.4M
4
KA
Klingman & Associates
New York
-$24.8M
5
ACA
Aptus Capital Advisors
Alabama
-$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
351
Advisornet Financial
Minnesota
$18.5K +$264 +11 +1%
BTI
352
Blue Trust Inc
Georgia
$17.9K +$17.9K +747 New
MTIC
353
Missouri Trust & Investment Company
Missouri
$17.2K +$17.2K +718 New
Fidelity Investments
354
Fidelity Investments
Massachusetts
$15.7K +$13.7K +571 +664%
BCPWM
355
Bradley & Co Private Wealth Management
Florida
$15K +$15K +628 New
WT
356
Whittier Trust
California
$13.1K +$13.1K +549 New
AWM
357
AE Wealth Management
Kansas
$10.1K +$10.1K +420 New
FPB
358
First PREMIER Bank
South Dakota
$8K – – –
HNB
359
Huntington National Bank
Ohio
$5.27K – – –
PBK
360
Peoples Bank (Kansas)
Kansas
$4.79K – – –
LB
361
Legacy Bridge
Iowa
$4.36K – – –
KIM
362
Kestra Investment Management
Texas
$3.89K +$3.89K +162 New
CWC
363
Carolinas Wealth Consulting
North Carolina
$2.73K – – –
CFD
364
Creative Financial Designs
Indiana
$1.92K – – –
CSPIA
365
Cary Street Partners Investment Advisory
Virginia
– -$1.53M -62,901 Closed
CCM
366
Crew Capital Management
Ohio
– -$931K -38,216 Closed
Jane Street
367
Jane Street
New York
– -$920K -37,748 Closed
CWM
368
Cornerstone Wealth Management
Missouri
– -$592K -24,300 Closed
FTUS
369
Flow Traders U.S.
New York
– -$543K -22,297 Closed
B
370
Bellecapital
Switzerland
– -$451K -18,503 Closed
AMM
371
American Money Management
California
– -$425K -17,439 Closed
USWIA
372
UP Strategic Wealth Investment Advisors
Pennsylvania
– -$342K -14,030 Closed
ACA
373
Anchor Capital Advisors
Massachusetts
– -$274K -11,225 Closed
HF
374
HRT Financial
New York
– -$261K -10,725 Closed
CIAS
375
CFS Investment Advisory Services
New Jersey
– -$207K -8,484 Closed
12 13 14
15
16