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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

147 hedge funds and large institutions have $900M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
147
Holders Change
+19
Holders Change %
+14.84%
% of All Funds
2.37%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
34
Increased
79
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$89.6M
2
CAI
2
Capital Advisors Inc
Oklahoma
$52.9M
3
CIM
3
Corda Investment Management
Texas
$16.6M
4
RW
4
RVW Wealth
California
$17.5M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20.5M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$124M
2
GA
2
Gateway Advisory
New Jersey
$8.3M
3
KA
3
Klingman & Associates
New York
$22.8M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$12.4M
5
CIM
5
Confluence Investment Management
Missouri
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIA
76
Cornell Pochily Investment Advisors
New York
$1.01M +$92.9K +3,974 +10%
LHC
77
Little House Capital
Massachusetts
$1M +$92.4K +3,954 +10%
FFIC
78
First Fiduciary Investment Counsel
Ohio
$1M +$776K +33,220 +344%
Creative Planning
79
Creative Planning
Kansas
$913K +$31.1K +1,330 +4%
KAS
80
Kestra Advisory Services
Texas
$909K +$518K +22,165 +132%
FNB
81
Farmers National Bank
Kentucky
$875K +$15.8K +674 +2%
RFN
82
Redwood Financial Network
Ohio
$865K +$8.27K +354 +1%
TCCM
83
Timber Creek Capital Management
Massachusetts
$855K +$134K +5,749 +19%
BSAM
84
Blue Square Asset Management
New York
$834K – – –
CCWA
85
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$828K +$374K +16,000 +82%
CCM
86
Coldstream Capital Management
Washington
$791K +$791K +33,846 New
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$761K +$612K +26,175 +409%
PGAM
88
Princeton Global Asset Management
New Jersey
$709K – – –
BFEC
89
Benjamin F. Edwards & Company
Missouri
$692K +$517K +22,138 +296%
ADL
90
Asset Dedication LLC
California
$655K +$22.4K +960 +4%
CWM
91
Cabot Wealth Management
Massachusetts
$628K +$45.1K +1,930 +8%
BSG
92
Black Swift Group
Colorado
$612K +$612K +26,200 New
Mariner
93
Mariner
Kansas
$608K +$21K +899 +4%
DWT
94
Dorsey & Whitney Trust
South Dakota
$608K – – –
SWM
95
Segment Wealth Management
Texas
$601K +$173K +7,402 +40%
KTC
96
Kistler-Tiffany Companies
Pennsylvania
$594K +$82.2K +3,517 +16%
RSWM
97
Robertson Stephens Wealth Management
California
$594K – – –
CIAS
98
CFS Investment Advisory Services
New Jersey
$586K +$586K +25,066 New
GHA
99
Granite Harbor Advisors
Texas
$583K +$583K +24,945 New
MIH
100
Meitav Investment House
Israel
$566K -$24.5K -1,049 -4%
2 3
4
5 6