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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

301 hedge funds and large institutions have $1.78B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
4.36%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
46
Increased
161
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SRC
1
Shufro Rose & Co
New York
$122M
2
Ameriprise
2
Ameriprise
Minnesota
$113M
3
Bank of America
3
Bank of America
North Carolina
$163M
4
SSWG
4
Seven Springs Wealth Group
Tennessee
$10.9M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$44.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.9M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$590K
3
KA
3
Klingman & Associates
New York
$25.9M
4
NA
4
NewEdge Advisors
Louisiana
$3.7M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$24.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$15.9M 666,490 +160,330 +32%
US Bancorp
27
US Bancorp
Minnesota
$14.7M 617,055 -53,126 -8%
Stifel Financial
28
Stifel Financial
Missouri
$14.3M 601,128 +23,471 +4%
Lido Advisors
29
Lido Advisors
California
– – – –
GA
30
Gateway Advisory
New Jersey
$13.5M 567,811 +29,794 +6%
RJA
31
Raymond James & Associates
Florida
$12.7M 535,587 +83,657 +19%
VVP
32
Venture Visionary Partners
Ohio
$12.7M 533,807 +63,919 +14%
AF
33
Arrow Financial
New York
$12.7M 533,103 +18,514 +4%
MCM
34
MV Capital Management
Maryland
$12.7M 533,043 +32,465 +6%
HCM
35
Hengehold Capital Management
Ohio
$12.3M 515,779 +6,236 +1%
ACM
36
Advisors Capital Management
New Jersey
$12M 505,438 -310,089 -38%
SCA
37
Snowden Capital Advisors
New York
– – – –
SSWG
38
Seven Springs Wealth Group
Tennessee
$10.9M 456,590 +456,590 New
GRP
39
Global Retirement Partners
California
$9.6M 403,394 +367,641 +1,028%
KAS
40
Kestra Advisory Services
Texas
$8.96M 376,461 +91,794 +32%
WWM
41
WJ Wealth Management
Arizona
$8.87M 372,622 +243,659 +189%
KTM
42
Keeler Thomas Management
Utah
$8.82M 369,672 -8,535 -2%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$8.8M 369,852 +53,138 +17%
GT
44
Glenview Trust
Kentucky
$7.86M 330,214 +149,566 +83%
CFS
45
Commonwealth Financial Services
West Virginia
$7.81M 326,491 -871 -0.3%
WCM
46
Windsor Capital Management
Arizona
$7.49M 314,906 +102,189 +48%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$7.48M 314,205 +26,280 +9%
HA
48
Hamel Associates
New Jersey
$7.28M 305,725 +12,397 +4%
PPWM
49
PFG Private Wealth Management
Florida
$7.19M 301,927 -31,077 -9%
CTC
50
Central Trust Company
Missouri
$7.18M 301,492 +28,157 +10%
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