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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

173 hedge funds and large institutions have $1.11B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 5

304% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 23

23% more capital invested

Capital invested by funds: $900M → $1.11B (+$206M)

18% more funds holding

Funds holding: 147 → 173 (+26)

0.2% more ownership

Funds ownership: 79.03% → 79.23% (+0.2%)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
173
Holders Change
+26
Holders Change %
+17.69%
% of All Funds
2.76%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
33
Increased
93
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
Miracle Mile Advisors
California
+$34.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$18.5M
3
NA
NewEdge Advisors
Louisiana
+$16.4M
4
Ameriprise
Ameriprise
Minnesota
+$14M
5
HighTower Advisors
HighTower Advisors
Illinois
+$12.9M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$23.4M
2
SVWAG
Sound View Wealth Advisors Group
Georgia
-$2.7M
3
OMC
Old Mission Capital
Illinois
-$1.69M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.12M
5
SIC
Sigma Investment Counselors
Michigan
-$605K
Name Holding Trade Value Shares
Change 		Change in
Stake
KF
51
Krilogy Financial
Missouri
$3.55M +$2.08M +88,158 +144%
RF
52
Robbins Farley
New Hampshire
$3.52M +$59.9K +2,537 +2%
Lido Advisors
53
Lido Advisors
California
$3.22M – – –
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$3.12M +$804K +34,057 +35%
VVP
55
Venture Visionary Partners
Ohio
$3.03M – – –
HA
56
Hamel Associates
New Jersey
$3.02M +$1.96M +82,825 +189%
LWM
57
Lyell Wealth Management
California
$2.97M +$213K +9,005 +8%
VWMG
58
Virginia Wealth Management Group
Virginia
$2.97M +$108K +4,575 +4%
FWMM
59
Foundation Wealth Management (Missouri)
Missouri
$2.9M – – –
CP
60
Camelot Portfolios
Ohio
$2.77M +$398K +16,870 +17%
Jane Street
61
Jane Street
New York
$2.72M +$2.7M +114,395 New
KAS
62
Kestra Advisory Services
Texas
$2.49M +$1.55M +65,713 +169%
ABC
63
Associated Banc-Corp
Wisconsin
$2.49M +$135K +5,713 +6%
EWA
64
EP Wealth Advisors
California
$2.45M +$2.44M +103,295 New
Bank of New York Mellon
65
Bank of New York Mellon
New York
$2.33M +$59.4K +2,514 +3%
FBB
66
Fulton Breakefield Broenniman
Maryland
$2.3M +$800K +33,876 +54%
WI
67
WrapManager Inc
California
$2.17M +$509K +21,572 +31%
BPA
68
Beacon Pointe Advisors
California
$2.07M +$1.67M +70,562 +431%
SCA
69
Snowden Capital Advisors
New York
$2.07M – – –
KNW
70
Kesler Norman & Wride
Utah
$1.95M +$224K +9,477 +13%
PAG
71
Private Advisor Group
New Jersey
$1.9M +$560K +23,731 +42%
LWANC
72
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.8M +$163K +6,900 +10%
UCFA
73
United Capital Financial Advisors
Texas
$1.77M -$107K -4,553 -6%
Osaic Holdings
74
Osaic Holdings
Arizona
$1.7M +$214K +9,048 +15%
JP Morgan Chase
75
JP Morgan Chase
New York
$1.58M +$1.45M +61,473 +1,229%
1 2
3
4 5

IBDS Hedge Fund Activity: Q1 2023 in Review

173 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q1 2023, worth a combined $1.11B — up 23% from $900M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBDS positions and 5 closed out — a net gain of 28 holders — while 93 added to existing stakes and 23 trimmed.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $34.2M. The largest seller was Aptus Capital Advisors, cutting an estimated $23.4M.

  • 173 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q1 2023, up from 147 in Q4 2022.
  • Funds reported $1.11B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q1 2023, up 23% quarter-over-quarter.
  • 33 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q1 2023 and 5 closed out, a net change of +28 holders.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q1 2023 was Miracle Mile Advisors, an estimated $34.2M added.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q1 2023 was Aptus Capital Advisors, an estimated $23.4M sold.

Based on aggregated 13F filings for Q1 2023.