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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

301 hedge funds and large institutions have $1.78B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
4.36%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
46
Increased
161
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SRC
1
Shufro Rose & Co
New York
$122M
2
Ameriprise
2
Ameriprise
Minnesota
$113M
3
Bank of America
3
Bank of America
North Carolina
$163M
4
SSWG
4
Seven Springs Wealth Group
Tennessee
$10.9M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$44.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.9M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$590K
3
KA
3
Klingman & Associates
New York
$25.9M
4
NA
4
NewEdge Advisors
Louisiana
$3.7M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$24.7M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
51
Howland Capital Management
Massachusetts
$7.03M 295,417 +97,341 +49%
PWS
52
Peloton Wealth Strategists
Indiana
$6.9M 289,985 +15,245 +6%
PRWA
53
Platte River Wealth Advisors
Colorado
$6.75M 283,522 +14,301 +5%
LWM
54
Lyell Wealth Management
California
$6.65M 279,526 +63,256 +29%
SWMG
55
Signature Wealth Management Group
Georgia
$5.99M 254,759 -625 -0.2%
AIA
56
Arcadia Investment Advisors
Idaho
$5.96M 250,457 +7,466 +3%
BPA
57
Beacon Pointe Advisors
California
$5.71M 239,981 +47,665 +25%
SSB
58
Sandy Spring Bank
Maryland
$5.57M 234,155 +5,390 +2%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$5.45M 228,854 +71,020 +45%
IA
60
IFP Advisors
Florida
$5.29M 222,192 +12,417 +6%
MA
61
MCF Advisors
Kentucky
$5.19M 218,128 +6,663 +3%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$5.12M 215,129 -72,188 -25%
PWM
63
Praetorian Wealth Management
California
$4.56M 191,720 +8,386 +5%
PA
64
Probity Advisors
Texas
$4.36M 183,376 +83,863 +84%
TF
65
TLWM Financial
Texas
$4.36M 183,268 -2,695 -1%
Creative Planning
66
Creative Planning
Kansas
$4.32M 181,605 +27,670 +18%
ST
67
Spinnaker Trust
Maine
$4.16M 174,765 +51,633 +42%
HFRG
68
Houlihan Financial Resource Group
Virginia
$4.14M 173,950 +23,802 +16%
4FG
69
4Thought Financial Group
New York
$4.12M 173,195 +21,335 +14%
CIM
70
Confluence Investment Management
Missouri
$4.06M 170,586 -1,096 -0.6%
SWP
71
Stratos Wealth Partners
Ohio
– – – –
RF
72
Robbins Farley
New Hampshire
$4M 167,935 +94 +0.1%
GAA
73
Global Assets Advisory
Florida
$3.96M 93,757 +93,757 New
Osaic Holdings
74
Osaic Holdings
Arizona
$3.93M 165,189 +18,242 +12%
KNW
75
Kesler Norman & Wride
Utah
$3.88M 163,114 +45,190 +38%
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