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iShares iBonds Dec 2027 Term Corporate ETF
IBDS
IBDS
349 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 65 funds opening new positions, 199 increasing their positions, 43 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
363% more repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 43
210% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 21
31% more funds holding in top 10
Funds holding in top 10: 16 → 21 (+5)
27% more capital invested
Capital invested by funds: $2B → $2.53B (+$533M)
12% more funds holding
Funds holding: 312 → 349 (+37)
0.81% more ownership
Funds ownership: 72.18% → 72.98% (+0.81%)
Holders
349
Holders Change
+37
Holders Change %
+11.86%
% of All Funds
4.6%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.28%
New
65
Increased
199
Reduced
43
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
HPC
HM Payson & Co
Portland,
Maine
|
+$57.7M |
| 2 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$20.6M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$17.3M |
| 4 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
+$15.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$11.8M |
Top Sellers
| 1 |
SRC
Shufro Rose & Co
New York
|
-$48.6M |
| 2 |
KA
Klingman & Associates
New York
|
-$24.5M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$23.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$16.5M |
| 5 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$2.08M |