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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

348 hedge funds and large institutions have $2.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+36
Holders Change %
+11.54%
% of All Funds
4.63%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.28%
New
64
Increased
199
Reduced
43
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
1
HM Payson & Co
Maine
$66.2M
2
VVP
2
Venture Visionary Partners
Ohio
$20.5M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$17.2M
4
SAM
4
Summit Asset Management
Tennessee
$15.8M
5
Bank of America
5
Bank of America
North Carolina
$186M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$82.2M
2
Lido Advisors
2
Lido Advisors
California
$46.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$32.6M
4
KA
4
Klingman & Associates
New York
$24.1M
5
ACA
5
Aptus Capital Advisors
Alabama
$51.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Kathmere Capital Management
Pennsylvania
$23.7M +$496K +20,718 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$23.4M +$4.12M +172,010 +21%
HCM
28
Howland Capital Management
Massachusetts
$23.1M +$3.78M +157,667 +20%
RW
29
RVW Wealth
California
$22.9M +$1.92M +80,187 +9%
VVP
30
Venture Visionary Partners
Ohio
$20.5M +$20.5M +855,741 New
Corient Private Wealth
31
Corient Private Wealth
Florida
$17.2M +$17.2M +717,638 New
Stifel Financial
32
Stifel Financial
Missouri
$16.7M +$949K +39,603 +6%
SSWG
33
Seven Springs Wealth Group
Tennessee
$15.8M +$1.3M +54,410 +9%
SAM
34
Summit Asset Management
Tennessee
$15.8M +$15.5M +647,072 +5,669%
NA
35
NewEdge Advisors
Louisiana
$15.3M +$11.3M +473,690 +285%
PPWM
36
PFG Private Wealth Management
Florida
$15.1M +$7.74M +323,138 +105%
MCM
37
MV Capital Management
Maryland
$14.3M +$1.11M +46,517 +8%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$14.1M +$4.2M +175,143 +42%
HCM
39
Hengehold Capital Management
Ohio
$14.1M +$734K +30,627 +6%
AF
40
Arrow Financial
New York
$13.9M +$529K +22,092 +4%
GT
41
Glenview Trust
Kentucky
$13.7M +$2.1M +87,698 +18%
US Bancorp
42
US Bancorp
Minnesota
$12.9M +$928K +38,733 +8%
KAS
43
Kestra Advisory Services
Texas
$12.7M +$2.25M +93,826 +22%
SCA
44
Snowden Capital Advisors
New York
$12.5M -$12.4M – –
BEI
45
Benjamin Edwards Inc
Missouri
$12.5M +$1.83M +76,338 +17%
GRP
46
Global Retirement Partners
California
$12.4M +$530K +22,115 +4%
WWM
47
WJ Wealth Management
Arizona
$12M -$168K -7,020 -1%
WCM
48
Windsor Capital Management
Arizona
$11.8M +$85.3K +3,560 +0.7%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$10.6M -$255K -10,635 -2%
CTC
50
Central Trust Company
Missouri
$9.92M +$1.11M +46,319 +13%
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