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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

348 hedge funds and large institutions have $2.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 43 reducing their positions, and 21 closing their positions.

Holders
348
Holders Change
+36
Holders Change %
+11.54%
% of All Funds
4.63%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.28%
New
64
Increased
199
Reduced
43
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
1
HM Payson & Co
Maine
$66.2M
2
VVP
2
Venture Visionary Partners
Ohio
$20.5M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$17.2M
4
SAM
4
Summit Asset Management
Tennessee
$15.8M
5
Bank of America
5
Bank of America
North Carolina
$186M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$82.2M
2
Lido Advisors
2
Lido Advisors
California
$46.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$32.6M
4
KA
4
Klingman & Associates
New York
$24.1M
5
ACA
5
Aptus Capital Advisors
Alabama
$51.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CFS
51
Commonwealth Financial Services
West Virginia
$9.28M 387,272 +5,016 +1%
MFIM
52
Mesirow Financial Investment Management
Illinois
$9.06M 378,041 +260,039 +220%
ST
53
Spinnaker Trust
Maine
$8.96M 373,877 +129,587 +53%
SA
54
Sanctuary Advisors
Indiana
$8.85M 367,317 -42,329 -10%
LWM
55
Lyell Wealth Management
California
$8.72M 363,921 +17,490 +5%
R
56
Rebalance
California
$8.59M 358,509 +358,509 New
Creative Planning
57
Creative Planning
Kansas
$8.35M 348,307 +59,924 +21%
KTM
58
Keeler Thomas Management
Utah
$8.22M 343,051 -26,134 -7%
HA
59
Hamel Associates
New Jersey
$8.12M 338,955 +17,714 +6%
PA
60
Probity Advisors
Texas
$7.99M 333,480 +48,879 +17%
BPA
61
Beacon Pointe Advisors
California
$7.87M 328,567 +34,249 +12%
WC
62
Wolfstich Capital
Massachusetts
$7.77M 324,373 +324,373 New
I
63
InvesTrust
Oklahoma
$7.49M 312,429 +312,429 New
PWS
64
Peloton Wealth Strategists
Indiana
$7.43M 310,130 +18,000 +6%
AIA
65
Arcadia Investment Advisors
Idaho
$7.27M 303,464 +45,508 +18%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$6.33M 264,195 +30,648 +13%
SWMG
67
Signature Wealth Management Group
Georgia
$6.13M 255,722 -2,635 -1%
SWP
68
Stratos Wealth Partners
Ohio
– – – –
IA
69
IFP Advisors
Florida
$6.06M 252,995 +8,895 +4%
SCM
70
Spreng Capital Management
Ohio
– – – –
PA
71
Parallel Advisors
California
$5.9M 246,215 +49,663 +25%
SIA
72
Summit Investment Advisors
Maryland
$5.83M 242,737 +242,737 New
SSB
73
Sandy Spring Bank
Maryland
$5.73M 238,974 +1,627 +0.7%
AF
74
Allworth Financial
California
$5.69M 236,999 +100,005 +73%
MA
75
MCF Advisors
Kentucky
$5.51M 230,021 +6,774 +3%
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