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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

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.

Holders
173
Holders Change
+26
Holders Change %
+17.69%
% of All Funds
2.77%
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
1
Miracle Mile Advisors
California
$34.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$36.3M
3
NA
3
NewEdge Advisors
Louisiana
$19.8M
4
Ameriprise
4
Ameriprise
Minnesota
$37.1M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$13M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$102M
2
SVWAG
2
Sound View Wealth Advisors Group
Georgia
$15M
3
OMC
3
Old Mission Capital
Illinois
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SIC
5
Sigma Investment Counselors
Michigan
$22.2M
Name Market Value Shares Shares
Change 		Shares
Change %
KF
51
Krilogy Financial
Missouri
$3.55M 149,230 +88,158 +144%
RF
52
Robbins Farley
New Hampshire
$3.52M 147,870 +2,537 +2%
Lido Advisors
53
Lido Advisors
California
– – – –
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$3.12M 130,821 +34,057 +35%
VVP
55
Venture Visionary Partners
Ohio
– – – –
HA
56
Hamel Associates
New Jersey
$3.02M 126,665 +82,825 +189%
LWM
57
Lyell Wealth Management
California
$2.97M 124,842 +9,005 +8%
VWMG
58
Virginia Wealth Management Group
Virginia
$2.97M 124,715 +4,575 +4%
FWMM
59
Foundation Wealth Management (Missouri)
Missouri
– – – –
CP
60
Camelot Portfolios
Ohio
$2.77M 116,469 +16,870 +17%
Jane Street
61
Jane Street
New York
$2.72M 114,395 +114,395 New
KAS
62
Kestra Advisory Services
Texas
$2.49M 104,617 +65,713 +169%
ABC
63
Associated Banc-Corp
Wisconsin
$2.49M 104,441 +5,713 +6%
EWA
64
EP Wealth Advisors
California
$2.45M 103,295 +103,295 New
Bank of New York Mellon
65
Bank of New York Mellon
New York
$2.33M 97,897 +2,514 +3%
FBB
66
Fulton Breakefield Broenniman
Maryland
$2.3M 96,594 +33,876 +54%
WI
67
WrapManager Inc
California
$2.17M 91,114 +21,572 +31%
BPA
68
Beacon Pointe Advisors
California
$2.07M 86,937 +70,562 +431%
SCA
69
Snowden Capital Advisors
New York
– – – –
KNW
70
Kesler Norman & Wride
Utah
$1.95M 81,655 +9,477 +13%
PAG
71
Private Advisor Group
New Jersey
$1.9M 79,757 +23,731 +42%
LWANC
72
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.8M 75,370 +6,900 +10%
UCFA
73
United Capital Financial Advisors
Texas
$1.77M 74,430 -4,553 -6%
Osaic Holdings
74
Osaic Holdings
Arizona
$1.7M 71,308 +9,048 +15%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$1.58M 66,473 +61,473 +1,229%
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