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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

183 hedge funds and large institutions have $1.16B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 97 increasing their positions, 40 reducing their positions, and 16 closing their positions.

Holders
183
Holders Change
+10
Holders Change %
+5.78%
% of All Funds
2.89%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
27
Increased
97
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$21.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$46.8M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
Stifel Financial
4
Stifel Financial
Missouri
$12.2M
5
GA
5
Gateway Advisory
New Jersey
$17.4M

Top Sellers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$4.7M
2
ACA
2
Aptus Capital Advisors
Alabama
$61.3M
3
KA
3
Klingman & Associates
New York
$24.5M
4
CIM
4
Corda Investment Management
Texas
$20.1M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
51
Confluence Investment Management
Missouri
$4.32M -$14.5K -617 -0.3%
MGIA
52
Matthew Goff Investment Advisor
Texas
$4.03M -$31.2K -1,329 -0.8%
MA
53
MCF Advisors
Kentucky
$4.01M -$117K -4,988 -3%
PWM
54
Praetorian Wealth Management
California
$4M +$156K +6,628 +4%
CA
55
CGN Advisors
Kansas
$3.88M +$267K +11,367 +7%
KAS
56
Kestra Advisory Services
Texas
$3.66M +$1.21M +51,422 +49%
4FG
57
4Thought Financial Group
New York
$3.58M -$36K -1,532 -1%
KF
58
Krilogy Financial
Missouri
$3.52M +$20.7K +880 +0.6%
LWM
59
Lyell Wealth Management
California
$3.35M +$419K +17,865 +14%
RF
60
Robbins Farley
New Hampshire
$3.33M -$142K -6,029 -4%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$3.32M +$246K +10,475 +8%
IWC
62
Integrated Wealth Concepts
Massachusetts
$3.22M +$3.22M +136,956 New
VVP
63
Venture Visionary Partners
Ohio
$3.1M -$3.03M – –
VWMG
64
Virginia Wealth Management Group
Virginia
$2.98M +$50.2K +2,140 +2%
FWMM
65
Foundation Wealth Management (Missouri)
Missouri
$2.85M -$2.9M – –
CP
66
Camelot Portfolios
Ohio
$2.78M +$41.3K +1,757 +2%
IA
67
IFP Advisors
Florida
$2.69M -$874K -37,210 -24%
MSRI
68
Michael S. Ryan Inc
New York
$2.69M +$2.69M +115,301 New
GPA
69
Guidance Point Advisors
Massachusetts
$2.68M -$3.9M – –
BPA
70
Beacon Pointe Advisors
California
$2.61M +$572K +24,352 +28%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$2.47M +$167K +7,092 +7%
ABC
72
Associated Banc-Corp
Wisconsin
$2.43M -$23K -980 -0.9%
FBB
73
Fulton Breakefield Broenniman
Maryland
$2.37M +$101K +4,288 +4%
DSA
74
Droms Strauss Advisors
Missouri
$2.27M +$2.27M +97,117 New
PAG
75
Private Advisor Group
New Jersey
$2.25M +$381K +16,206 +20%
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3
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