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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

173 hedge funds and large institutions have $1.11B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 5

304% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 23

23% more capital invested

Capital invested by funds: $900M → $1.11B (+$206M)

18% more funds holding

Funds holding: 147 → 173 (+26)

0.2% more ownership

Funds ownership: 79.03% → 79.23% (+0.2%)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
173
Holders Change
+26
Holders Change %
+17.69%
% of All Funds
2.76%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
33
Increased
93
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
Miracle Mile Advisors
California
+$34.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$18.5M
3
NA
NewEdge Advisors
Louisiana
+$16.4M
4
Ameriprise
Ameriprise
Minnesota
+$14M
5
HighTower Advisors
HighTower Advisors
Illinois
+$12.9M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$23.4M
2
SVWAG
Sound View Wealth Advisors Group
Georgia
-$2.7M
3
OMC
Old Mission Capital
Illinois
-$1.69M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.12M
5
SIC
Sigma Investment Counselors
Michigan
-$605K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
26
Woodmont Investment Counsel
Tennessee
$12.3M +$2.48M +104,919 +26%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$12M +$1.37M +58,176 +13%
HCM
28
Hengehold Capital Management
Ohio
$12M +$375K +15,886 +3%
US Bancorp
29
US Bancorp
Minnesota
$11M +$901K +38,168 +9%
GA
30
Gateway Advisory
New Jersey
$8.84M +$376K +15,911 +4%
RJA
31
Raymond James & Associates
Florida
$8.11M -$296K -12,552 -4%
AF
32
Arrow Financial
New York
$7.99M +$355K +15,041 +5%
PPWM
33
PFG Private Wealth Management
Florida
$7.85M +$700K +29,656 +10%
MCM
34
MV Capital Management
Maryland
$7.81M +$7.57M +320,502 +4,277%
KTM
35
Keeler Thomas Management
Utah
$6.93M – – –
PRWA
36
Platte River Wealth Advisors
Colorado
$6.69M +$6.63M +281,033 New
SWMG
37
Signature Wealth Management Group
Georgia
$5.79M +$244K +10,324 +4%
AIA
38
Arcadia Investment Advisors
Idaho
$5.7M -$314K -13,291 -5%
BSG
39
Black Swift Group
Colorado
$5.47M +$4.73M +200,135 +764%
SSB
40
Sandy Spring Bank
Maryland
$5.1M +$182K +7,700 +4%
PWS
41
Peloton Wealth Strategists
Indiana
$5.03M +$313K +13,275 +7%
TF
42
TLWM Financial
Texas
$4.51M -$24.6K -1,041 -0.5%
CIM
43
Confluence Investment Management
Missouri
$4.39M +$114K +4,825 +3%
MA
44
MCF Advisors
Kentucky
$4.19M +$544K +23,027 +15%
MGIA
45
Matthew Goff Investment Advisor
Texas
$4.12M -$44.5K -1,886 -1%
PWM
46
Praetorian Wealth Management
California
$3.9M +$281K +11,909 +8%
GPA
47
Guidance Point Advisors
Massachusetts
$3.9M – – –
4FG
48
4Thought Financial Group
New York
$3.67M +$54.8K +2,323 +2%
CA
49
CGN Advisors
Kansas
$3.67M +$78.6K +3,330 +2%
IA
50
IFP Advisors
Florida
$3.58M +$702K +29,740 +24%
1
2
3 4 5

IBDS Hedge Fund Activity: Q1 2023 in Review

173 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q1 2023, worth a combined $1.11B — up 23% from $900M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBDS positions and 5 closed out — a net gain of 28 holders — while 93 added to existing stakes and 23 trimmed.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $34.2M. The largest seller was Aptus Capital Advisors, cutting an estimated $23.4M.

  • 173 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q1 2023, up from 147 in Q4 2022.
  • Funds reported $1.11B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q1 2023, up 23% quarter-over-quarter.
  • 33 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q1 2023 and 5 closed out, a net change of +28 holders.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q1 2023 was Miracle Mile Advisors, an estimated $34.2M added.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q1 2023 was Aptus Capital Advisors, an estimated $23.4M sold.

Based on aggregated 13F filings for Q1 2023.