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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

306 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 188 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
4.45%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
26
Increased
188
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KA
1
Klingman & Associates
New York
$24.3M
2
ACA
2
Aptus Capital Advisors
Alabama
$53.7M
3
Bank of America
3
Bank of America
North Carolina
$171M
4
SRC
4
Shufro Rose & Co
New York
$129M
5
MMA
5
Miracle Mile Advisors
California
$42.4M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$28.5M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$18.1M
3
Lido Advisors
3
Lido Advisors
California
$21.9M
4
VVP
4
Venture Visionary Partners
Ohio
$13.1M
5
ACM
5
Advisors Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$18.1M -$18.7M – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$17.5M +$1.72M +72,509 +11%
Stifel Financial
28
Stifel Financial
Missouri
$15.3M +$1.02M +42,931 +7%
RJA
29
Raymond James & Associates
Florida
$14.6M +$1.85M +77,819 +15%
GA
30
Gateway Advisory
New Jersey
$14.3M +$847K +35,703 +6%
SSWG
31
Seven Springs Wealth Group
Tennessee
$13.8M +$2.94M +123,970 +27%
VVP
32
Venture Visionary Partners
Ohio
$13.1M -$12.7M -533,807 Closed
AF
33
Arrow Financial
New York
$13M +$374K +15,774 +3%
US Bancorp
34
US Bancorp
Minnesota
$12.9M -$1.71M -72,250 -12%
MCM
35
MV Capital Management
Maryland
$12.8M +$158K +6,675 +1%
HCM
36
Hengehold Capital Management
Ohio
$12.6M +$335K +14,107 +3%
SCA
37
Snowden Capital Advisors
New York
$11.8M -$10.9M – –
GRP
38
Global Retirement Partners
California
$11.1M +$1.54M +64,978 +16%
WCM
39
Windsor Capital Management
Arizona
$11M +$3.57M +150,333 +48%
HCM
40
Howland Capital Management
Massachusetts
$11M +$3.97M +167,403 +57%
GT
41
Glenview Trust
Kentucky
$9.92M +$2.09M +88,009 +27%
KAS
42
Kestra Advisory Services
Texas
$9.76M +$825K +34,766 +9%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$9.34M +$560K +23,620 +6%
KTM
44
Keeler Thomas Management
Utah
$8.81M +$29.4K +1,240 +0.3%
CFS
45
Commonwealth Financial Services
West Virginia
$8.6M +$832K +35,006 +11%
WWM
46
WJ Wealth Management
Arizona
$8.48M -$360K -15,174 -4%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$8.43M +$975K +41,071 +13%
HA
48
Hamel Associates
New Jersey
$7.49M +$239K +10,082 +3%
LWM
49
Lyell Wealth Management
California
$7.35M +$720K +30,342 +11%
CTC
50
Central Trust Company
Missouri
$7.33M +$172K +7,262 +2%
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