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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

147 hedge funds and large institutions have $900M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
147
Holders Change
+19
Holders Change %
+14.84%
% of All Funds
2.37%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
34
Increased
79
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$89.6M
2
CAI
2
Capital Advisors Inc
Oklahoma
$52.9M
3
CIM
3
Corda Investment Management
Texas
$16.6M
4
RW
4
RVW Wealth
California
$17.5M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20.5M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$124M
2
GA
2
Gateway Advisory
New Jersey
$8.3M
3
KA
3
Klingman & Associates
New York
$22.8M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$12.4M
5
CIM
5
Confluence Investment Management
Missouri
$4.2M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$9.88M 422,812 +28,741 +7%
WIC
27
Woodmont Investment Counsel
Tennessee
$9.57M 409,514 +52,086 +15%
GA
28
Gateway Advisory
New Jersey
$8.3M 355,299 -687,214 -66%
RJA
29
Raymond James & Associates
Florida
$8.25M 352,881 +8,212 +2%
AF
30
Arrow Financial
New York
$7.49M 320,526 -10,337 -3%
PPWM
31
PFG Private Wealth Management
Florida
$7.01M 299,998 +10,891 +4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$6.26M 267,681 +11,804 +5%
VVP
33
Venture Visionary Partners
Ohio
– – -11,796 Closed
AIA
34
Arcadia Investment Advisors
Idaho
$5.9M 252,449 +25,072 +11%
SWMG
35
Signature Wealth Management Group
Georgia
$5.44M 232,858 +16,306 +8%
SSB
36
Sandy Spring Bank
Maryland
$4.83M 206,578 -15,972 -7%
PWS
37
Peloton Wealth Strategists
Indiana
$4.63M 197,900 +17,200 +10%
TF
38
TLWM Financial
Texas
$4.45M 190,502 +58,574 +44%
CIM
39
Confluence Investment Management
Missouri
$4.2M 179,582 -262,635 -59%
MGIA
40
Matthew Goff Investment Advisor
Texas
$4.09M 175,001 -113,224 -39%
MA
41
MCF Advisors
Kentucky
$3.57M 152,934 +129,819 +562%
4FG
42
4Thought Financial Group
New York
$3.55M 151,803 +45 +0%
PWM
43
Praetorian Wealth Management
California
$3.55M 151,806 +25,033 +20%
CA
44
CGN Advisors
Kansas
$3.52M 150,584 +46,752 +45%
GPA
45
Guidance Point Advisors
Massachusetts
– – -131,098 Closed
RF
46
Robbins Farley
New Hampshire
$3.4M 145,333 +145,333 New
FWMM
47
Foundation Wealth Management (Missouri)
Missouri
– – – –
IA
48
IFP Advisors
Florida
$2.9M 122,212 +113,310 +1,273%
SBL
49
Sargent Bickham Lagudis
Colorado
$2.89M 123,703 +122,957 +16,482%
VWMG
50
Virginia Wealth Management Group
Virginia
$2.81M 120,140 +32,425 +37%
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