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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

306 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 188 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
306
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
4.45%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
26
Increased
188
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KA
1
Klingman & Associates
New York
$24.3M
2
ACA
2
Aptus Capital Advisors
Alabama
$53.7M
3
Bank of America
3
Bank of America
North Carolina
$171M
4
SRC
4
Shufro Rose & Co
New York
$129M
5
MMA
5
Miracle Mile Advisors
California
$42.4M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$28.5M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$18.1M
3
Lido Advisors
3
Lido Advisors
California
$21.9M
4
VVP
4
Venture Visionary Partners
Ohio
$13.1M
5
ACM
5
Advisors Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PPWM
51
PFG Private Wealth Management
Florida
$7.27M 306,449 +4,522 +1%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$7.21M 303,828 +74,974 +33%
PWS
53
Peloton Wealth Strategists
Indiana
$7.08M 298,235 +8,250 +3%
SA
54
Sanctuary Advisors
Indiana
$6.69M 283,990 +283,990 New
BPA
55
Beacon Pointe Advisors
California
$6.34M 267,203 +27,222 +11%
SWMG
56
Signature Wealth Management Group
Georgia
$6.08M 256,215 +1,456 +0.6%
PA
57
Probity Advisors
Texas
$5.95M 250,557 +67,181 +37%
AIA
58
Arcadia Investment Advisors
Idaho
$5.93M 249,732 -725 -0.3%
IA
59
IFP Advisors
Florida
$5.68M 239,443 +17,251 +8%
PRWA
60
Platte River Wealth Advisors
Colorado
$5.61M 236,288 -47,234 -17%
SSB
61
Sandy Spring Bank
Maryland
$5.51M 232,064 -2,091 -0.9%
Creative Planning
62
Creative Planning
Kansas
$5.5M 231,722 +50,117 +28%
ST
63
Spinnaker Trust
Maine
$5.32M 224,361 +49,596 +28%
MA
64
MCF Advisors
Kentucky
$5.27M 222,249 +4,121 +2%
SWP
65
Stratos Wealth Partners
Ohio
– – – –
PWM
66
Praetorian Wealth Management
California
$4.81M 202,860 +11,140 +6%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$4.81M 202,480 -12,649 -6%
Osaic Holdings
68
Osaic Holdings
Arizona
$4.54M 191,308 +26,119 +16%
GPA
69
Guidance Point Advisors
Massachusetts
– – – –
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$4.34M 182,863 +53,160 +41%
4FG
71
4Thought Financial Group
New York
$4.33M 182,607 +9,412 +5%
HFRG
72
Houlihan Financial Resource Group
Virginia
$4.32M 182,203 +8,253 +5%
TF
73
TLWM Financial
Texas
– – -183,268 Closed
RF
74
Robbins Farley
New Hampshire
$4.1M 172,879 +4,944 +3%
KNW
75
Kesler Norman & Wride
Utah
$4.1M 172,597 +9,483 +6%
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