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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

212 hedge funds and large institutions have $1.23B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 38 reducing their positions, and 4 closing their positions.

Holders
212
Holders Change
+29
Holders Change %
+15.85%
% of All Funds
3.38%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
38
Increased
109
Reduced
38
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$58.4M
2
KA
2
Klingman & Associates
New York
$24.6M
3
Bank of America
3
Bank of America
North Carolina
$130M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.8M
5
Wells Fargo
5
Wells Fargo
California
$18.3M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$25.2M
2
CIM
2
Corda Investment Management
Texas
$0
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$2.39M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$17.8M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$16.3M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
– – – –
US Bancorp
27
US Bancorp
Minnesota
$13.9M 600,955 +24,067 +4%
Stifel Financial
28
Stifel Financial
Missouri
$12.8M 551,597 +30,493 +6%
HCM
29
Hengehold Capital Management
Ohio
$12M 519,319 +9,299 +2%
MCM
30
MV Capital Management
Maryland
$11.7M 506,357 +9,576 +2%
AF
31
Arrow Financial
New York
$11.1M 477,805 +132,920 +39%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$9.89M 427,444 +43,900 +11%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$9.63M 416,238 +3,244 +0.8%
PPWM
34
PFG Private Wealth Management
Florida
$9.53M 411,874 +50,548 +14%
KTM
35
Keeler Thomas Management
Utah
– – -347,891 Closed
RJA
36
Raymond James & Associates
Florida
$8.55M 369,410 +39,377 +12%
EFP
37
Envision Financial Planning
Tennessee
$8.26M 356,806 +356,806 New
SCA
38
Snowden Capital Advisors
New York
– – – –
Lido Advisors
39
Lido Advisors
California
– – – –
PRWA
40
Platte River Wealth Advisors
Colorado
$6.43M 278,042 -18,090 -6%
HA
41
Hamel Associates
New Jersey
$5.95M 257,303 +18,116 +8%
PWS
42
Peloton Wealth Strategists
Indiana
$5.65M 244,330 +22,055 +10%
AIA
43
Arcadia Investment Advisors
Idaho
$5.52M 238,362 -222 -0.1%
SSB
44
Sandy Spring Bank
Maryland
$5.34M 230,750 +5,254 +2%
CFS
45
Commonwealth Financial Services
West Virginia
$4.88M 211,004 +211,004 New
KAS
46
Kestra Advisory Services
Texas
$4.84M 209,297 +53,258 +34%
MA
47
MCF Advisors
Kentucky
$4.82M 208,451 +37,478 +22%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$4.44M 191,851 +86,862 +83%
TF
49
TLWM Financial
Texas
$4.33M 186,928 -1,668 -0.9%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$4.29M 185,341 +165,783 +848%
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