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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

183 hedge funds and large institutions have $1.16B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 40 reducing their positions, and 16 closing their positions.

Holders
183
Holders Change
+10
Holders Change %
+5.78%
% of All Funds
2.89%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
27
Increased
97
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$21.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$46.8M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
Stifel Financial
4
Stifel Financial
Missouri
$12.2M
5
GA
5
Gateway Advisory
New Jersey
$17.4M

Top Sellers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$4.7M
2
ACA
2
Aptus Capital Advisors
Alabama
$61.3M
3
KA
3
Klingman & Associates
New York
$24.5M
4
CIM
4
Corda Investment Management
Texas
$20.1M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$17M
Name Market Value Shares Shares
Change 		Shares
Change %
WIC
26
Woodmont Investment Counsel
Tennessee
$13.7M 583,750 +69,317 +13%
US Bancorp
27
US Bancorp
Minnesota
$13.5M 576,888 +115,908 +25%
Wells Fargo
28
Wells Fargo
California
$12.5M 531,545 -75,159 -12%
Stifel Financial
29
Stifel Financial
Missouri
$12.2M 521,104 +474,537 +1,019%
HCM
30
Hengehold Capital Management
Ohio
$12M 510,020 +6,326 +1%
MCM
31
MV Capital Management
Maryland
$11.7M 496,781 +168,786 +51%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$9.7M 412,994 -92,551 -18%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$9.01M 383,544 +34,504 +10%
PPWM
34
PFG Private Wealth Management
Florida
$8.48M 361,326 +31,672 +10%
KTM
35
Keeler Thomas Management
Utah
$8.27M 347,891 +347,891 New
AF
36
Arrow Financial
New York
$8.1M 344,885 +9,318 +3%
RJA
37
Raymond James & Associates
Florida
$7.75M 330,033 -10,296 -3%
PRWA
38
Platte River Wealth Advisors
Colorado
$6.95M 296,132 +15,099 +5%
SCA
39
Snowden Capital Advisors
New York
– – – –
SWMG
40
Signature Wealth Management Group
Georgia
$5.8M 247,005 +3,823 +2%
HA
41
Hamel Associates
New Jersey
$5.62M 239,187 +112,522 +89%
AIA
42
Arcadia Investment Advisors
Idaho
$5.6M 238,584 -574 -0.2%
BSG
43
Black Swift Group
Colorado
$5.4M 230,090 +3,755 +2%
Jane Street
44
Jane Street
New York
$5.35M 227,689 +113,294 +99%
SSB
45
Sandy Spring Bank
Maryland
$5.29M 225,496 +11,218 +5%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$5.26M 223,869 +223,869 New
Lido Advisors
47
Lido Advisors
California
– – – –
PWS
48
Peloton Wealth Strategists
Indiana
$5.22M 222,275 +11,100 +5%
WSTAM
49
Wilbanks Smith & Thomas Asset Management
Virginia
$4.7M 200,316 -2,229,205 -92%
TF
50
TLWM Financial
Texas
$4.43M 188,596 -865 -0.5%
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