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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

312 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 186 increasing their positions, 47 reducing their positions, and 19 closing their positions.

Holders
312
Holders Change
+6
Holders Change %
+1.96%
% of All Funds
4.51%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
28
Increased
186
Reduced
47
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$76.1M
2
BEI
2
Benjamin Edwards Inc
Missouri
$10.8M
3
HPC
3
HM Payson & Co
Maine
$8.93M
4
HCM
4
Howland Capital Management
Massachusetts
$19.7M
5
UBS Group
5
UBS Group
Switzerland
$54.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$39.9M
2
MMA
2
Miracle Mile Advisors
California
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.4M
4
Lido Advisors
4
Lido Advisors
California
$33.8M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$18.8M
Name Market Value Shares Shares
Change 		Shares
Change %
LWM
51
Lyell Wealth Management
California
$8.44M 346,431 +36,563 +12%
HA
52
Hamel Associates
New Jersey
$7.83M 321,241 +5,434 +2%
PPWM
53
PFG Private Wealth Management
Florida
$7.49M 307,539 +1,090 +0.4%
BPA
54
Beacon Pointe Advisors
California
$7.17M 294,318 +27,115 +10%
PWS
55
Peloton Wealth Strategists
Indiana
$7.12M 292,130 -6,105 -2%
Creative Planning
56
Creative Planning
Kansas
$7.03M 288,383 +56,661 +24%
PA
57
Probity Advisors
Texas
$6.94M 284,601 +34,044 +14%
SWMG
58
Signature Wealth Management Group
Georgia
$6.3M 258,357 +2,142 +0.8%
AIA
59
Arcadia Investment Advisors
Idaho
$6.29M 257,956 +8,224 +3%
ST
60
Spinnaker Trust
Maine
$5.95M 244,290 +19,929 +9%
IA
61
IFP Advisors
Florida
$5.95M 244,100 +4,657 +2%
SCM
62
Spreng Capital Management
Ohio
– – – –
SSB
63
Sandy Spring Bank
Maryland
$5.78M 237,347 +5,283 +2%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$5.69M 233,547 +50,684 +28%
SWP
65
Stratos Wealth Partners
Ohio
– – – –
MA
66
MCF Advisors
Kentucky
$5.44M 223,247 +998 +0.4%
HFRG
67
Houlihan Financial Resource Group
Virginia
$5.08M 208,282 +26,079 +14%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$4.99M 204,777 +2,297 +1%
PWM
69
Praetorian Wealth Management
California
$4.99M 204,653 +1,793 +0.9%
PRWA
70
Platte River Wealth Advisors
Colorado
$4.83M 198,298 -37,990 -16%
PA
71
Parallel Advisors
California
$4.79M 196,552 +61,366 +45%
Osaic Holdings
72
Osaic Holdings
Arizona
$4.65M 190,937 -371 -0.2%
NG
73
Northstar Group
New York
– – – –
4FG
74
4Thought Financial Group
New York
$4.51M 185,174 +2,567 +1%
TF
75
TLWM Financial
Texas
$4.41M 181,042 +181,042 New
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