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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

271 hedge funds and large institutions have $1.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 129 increasing their positions, 47 reducing their positions, and 8 closing their positions.

Holders
271
Holders Change
+59
Holders Change %
+27.83%
% of All Funds
3.97%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
68
Increased
129
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
KCM
2
Kathmere Capital Management
Pennsylvania
$20.7M
3
Bank of America
3
Bank of America
North Carolina
$148M
4
VVP
4
Venture Visionary Partners
Ohio
$11.2M
5
UBS Group
5
UBS Group
Switzerland
$44M

Top Sellers

1
KA
1
Klingman & Associates
New York
$26M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$22.9M
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$44M
5
Ameriprise
5
Ameriprise
Minnesota
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
26
RVW Wealth
California
$17.5M +$4.38K +183 +0%
US Bancorp
27
US Bancorp
Minnesota
$16M +$1.66M +69,226 +12%
Stifel Financial
28
Stifel Financial
Missouri
$13.8M +$624K +26,060 +5%
GA
29
Gateway Advisory
New Jersey
$12.9M -$5.12M -213,840 -28%
AF
30
Arrow Financial
New York
$12.3M +$880K +36,784 +8%
HCM
31
Hengehold Capital Management
Ohio
$12.2M -$234K -9,776 -2%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$12.1M +$1.88M +78,716 +18%
MCM
33
MV Capital Management
Maryland
$12M -$138K -5,779 -1%
Lido Advisors
34
Lido Advisors
California
$11.9M -$6.66M – –
VVP
35
Venture Visionary Partners
Ohio
$11.2M +$11.2M +469,888 New
RJA
36
Raymond James & Associates
Florida
$10.8M +$1.97M +82,520 +22%
KTM
37
Keeler Thomas Management
Utah
$9.05M +$9.05M +378,207 New
SCA
38
Snowden Capital Advisors
New York
$8.49M -$7.87M – –
PPWM
39
PFG Private Wealth Management
Florida
$7.97M -$1.89M -78,870 -19%
CFS
40
Commonwealth Financial Services
West Virginia
$7.83M +$2.78M +116,358 +55%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$7.58M +$3.14M +131,373 +71%
HA
42
Hamel Associates
New Jersey
$7.02M +$862K +36,025 +14%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$6.89M +$4.73M +197,507 +218%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$6.88M -$3.09M -128,921 -31%
KAS
45
Kestra Advisory Services
Texas
$6.81M +$1.8M +75,370 +36%
PWS
46
Peloton Wealth Strategists
Indiana
$6.58M +$728K +30,410 +12%
CTC
47
Central Trust Company
Missouri
$6.54M +$3.87M +161,895 +145%
PRWA
48
Platte River Wealth Advisors
Colorado
$6.44M -$211K -8,821 -3%
SWMG
49
Signature Wealth Management Group
Georgia
$6.11M +$6.11M +255,384 New
AIA
50
Arcadia Investment Advisors
Idaho
$5.81M +$111K +4,629 +2%
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