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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

212 hedge funds and large institutions have $1.23B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 38 reducing their positions, and 4 closing their positions.

Holders
212
Holders Change
+29
Holders Change %
+15.85%
% of All Funds
3.38%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
38
Increased
109
Reduced
38
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$58.4M
2
KA
2
Klingman & Associates
New York
$24.6M
3
Bank of America
3
Bank of America
North Carolina
$130M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.8M
5
Wells Fargo
5
Wells Fargo
California
$18.3M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$25.2M
2
CIM
2
Corda Investment Management
Texas
$0
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$2.39M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$17.8M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
51
Praetorian Wealth Management
California
$4.21M +$263K +11,387 +7%
CIM
52
Confluence Investment Management
Missouri
$4.18M -$77.5K -3,347 -2%
CA
53
CGN Advisors
Kansas
$3.97M +$146K +6,301 +4%
MGIA
54
Matthew Goff Investment Advisor
Texas
$3.9M -$73.7K -3,185 -2%
LWM
55
Lyell Wealth Management
California
$3.9M +$593K +25,647 +18%
RF
56
Robbins Farley
New Hampshire
$3.79M +$504K +21,786 +15%
WSTAM
57
Wilbanks Smith & Thomas Asset Management
Virginia
$3.69M -$950K -41,050 -20%
HCM
58
Howland Capital Management
Massachusetts
$3.62M +$2.43M +104,929 +204%
4FG
59
4Thought Financial Group
New York
$3.58M +$49.8K +2,151 +1%
KF
60
Krilogy Financial
Missouri
$3.5M +$30.9K +1,336 +0.9%
BPA
61
Beacon Pointe Advisors
California
$3.45M +$878K +37,943 +34%
VVP
62
Venture Visionary Partners
Ohio
$3.22M -$3.1M – –
MSRI
63
Michael S. Ryan Inc
New York
$3.11M +$461K +20,065 +17%
VWMG
64
Virginia Wealth Management Group
Virginia
$3.08M +$148K +6,375 +5%
IWC
65
Integrated Wealth Concepts
Massachusetts
$2.92M -$250K -10,809 -8%
GPA
66
Guidance Point Advisors
Massachusetts
$2.89M -$2.68M – –
FWMM
67
Foundation Wealth Management (Missouri)
Missouri
$2.81M -$2.85M – –
CTC
68
Central Trust Company
Missouri
$2.58M +$1.1M +47,459 +74%
FBB
69
Fulton Breakefield Broenniman
Maryland
$2.48M +$141K +6,107 +6%
Jane Street
70
Jane Street
New York
$2.47M -$2.79M -120,759 -53%
IA
71
IFP Advisors
Florida
$2.41M -$244K -10,530 -9%
HFRG
72
Houlihan Financial Resource Group
Virginia
$2.39M -$18.2M -790,894 -88%
GT
73
Glenview Trust
Kentucky
$2.35M +$563K +24,350 +32%
WI
74
WrapManager Inc
California
$2.34M +$215K +9,309 +10%
DSA
75
Droms Strauss Advisors
Missouri
$2.33M +$80.4K +3,472 +4%
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3
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