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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

312 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 186 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+6
Holders Change %
+1.96%
% of All Funds
4.51%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
28
Increased
186
Reduced
47
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$76.1M
2
BEI
2
Benjamin Edwards Inc
Missouri
$10.8M
3
HPC
3
HM Payson & Co
Maine
$8.93M
4
HCM
4
Howland Capital Management
Massachusetts
$19.7M
5
UBS Group
5
UBS Group
Switzerland
$54.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$39.9M
2
MMA
2
Miracle Mile Advisors
California
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.4M
4
Lido Advisors
4
Lido Advisors
California
$33.8M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
26
Howland Capital Management
Massachusetts
$19.7M +$8.42M +345,693 +75%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$19.6M +$1.62M +66,484 +9%
Corient Private Wealth
28
Corient Private Wealth
Florida
$18.8M -$18.1M – –
Stifel Financial
29
Stifel Financial
Missouri
$16.1M +$367K +15,052 +2%
RJA
30
Raymond James & Associates
Florida
$15.9M +$996K +40,870 +7%
GA
31
Gateway Advisory
New Jersey
$15.3M +$559K +22,918 +4%
SSWG
32
Seven Springs Wealth Group
Tennessee
$14.8M +$635K +26,065 +4%
AF
33
Arrow Financial
New York
$13.6M +$213K +8,756 +2%
HCM
34
Hengehold Capital Management
Ohio
$13.6M +$650K +26,662 +5%
MCM
35
MV Capital Management
Maryland
$13.4M +$221K +9,082 +2%
SCA
36
Snowden Capital Advisors
New York
$12.4M -$11.8M – –
WWM
37
WJ Wealth Management
Arizona
$12.3M +$3.63M +148,917 +42%
US Bancorp
38
US Bancorp
Minnesota
$12.2M -$1.06M -43,412 -8%
GRP
39
Global Retirement Partners
California
$12M +$626K +25,698 +5%
WCM
40
Windsor Capital Management
Arizona
$12M +$614K +25,181 +5%
GT
41
Glenview Trust
Kentucky
$11.8M +$1.64M +67,442 +16%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$11.1M +$1.49M +61,287 +16%
BEI
43
Benjamin Edwards Inc
Missouri
$10.8M +$9.97M +408,955 +1,136%
KAS
44
Kestra Advisory Services
Texas
$10.6M +$598K +24,520 +6%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$10.1M +$2.7M +110,597 +36%
SA
46
Sanctuary Advisors
Indiana
$9.83M +$3.01M +125,656 +44%
CFS
47
Commonwealth Financial Services
West Virginia
$9.29M +$505K +20,759 +6%
KTM
48
Keeler Thomas Management
Utah
$9M -$42.1K -1,727 -0.5%
CTC
49
Central Trust Company
Missouri
$8.96M +$1.44M +59,110 +19%
HPC
50
HM Payson & Co
Maine
$8.93M +$8.58M +352,196 +2,504%
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