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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

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.

Holders
173
Holders Change
+26
Holders Change %
+17.69%
% of All Funds
2.77%
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
1
Miracle Mile Advisors
California
$34.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$36.3M
3
NA
3
NewEdge Advisors
Louisiana
$19.8M
4
Ameriprise
4
Ameriprise
Minnesota
$37.1M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$13M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$102M
2
SVWAG
2
Sound View Wealth Advisors Group
Georgia
$15M
3
OMC
3
Old Mission Capital
Illinois
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SIC
5
Sigma Investment Counselors
Michigan
$22.2M
Name Market Value Shares Shares
Change 		Shares
Change %
WIC
26
Woodmont Investment Counsel
Tennessee
$12.3M 514,433 +104,919 +26%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$12M 505,545 +58,176 +13%
HCM
28
Hengehold Capital Management
Ohio
$12M 503,694 +15,886 +3%
US Bancorp
29
US Bancorp
Minnesota
$11M 460,980 +38,168 +9%
GA
30
Gateway Advisory
New Jersey
$8.84M 371,210 +15,911 +4%
RJA
31
Raymond James & Associates
Florida
$8.11M 340,329 -12,552 -4%
AF
32
Arrow Financial
New York
$7.99M 335,567 +15,041 +5%
PPWM
33
PFG Private Wealth Management
Florida
$7.85M 329,654 +29,656 +10%
MCM
34
MV Capital Management
Maryland
$7.81M 327,995 +320,502 +4,277%
KTM
35
Keeler Thomas Management
Utah
– – – –
PRWA
36
Platte River Wealth Advisors
Colorado
$6.69M 281,033 +281,033 New
SWMG
37
Signature Wealth Management Group
Georgia
$5.79M 243,182 +10,324 +4%
AIA
38
Arcadia Investment Advisors
Idaho
$5.7M 239,158 -13,291 -5%
BSG
39
Black Swift Group
Colorado
$5.47M 226,335 +200,135 +764%
SSB
40
Sandy Spring Bank
Maryland
$5.1M 214,278 +7,700 +4%
PWS
41
Peloton Wealth Strategists
Indiana
$5.03M 211,175 +13,275 +7%
TF
42
TLWM Financial
Texas
$4.51M 189,461 -1,041 -0.5%
CIM
43
Confluence Investment Management
Missouri
$4.39M 184,407 +4,825 +3%
MA
44
MCF Advisors
Kentucky
$4.19M 175,961 +23,027 +15%
MGIA
45
Matthew Goff Investment Advisor
Texas
$4.12M 173,115 -1,886 -1%
PWM
46
Praetorian Wealth Management
California
$3.9M 163,715 +11,909 +8%
GPA
47
Guidance Point Advisors
Massachusetts
– – – –
4FG
48
4Thought Financial Group
New York
$3.67M 154,126 +2,323 +2%
CA
49
CGN Advisors
Kansas
$3.67M 153,914 +3,330 +2%
IA
50
IFP Advisors
Florida
$3.58M 151,952 +29,740 +24%
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