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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

173 hedge funds and large institutions have $1.11B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
173
Holders Change
+26
Holders Change %
+17.69%
% of All Funds
2.77%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
33
Increased
93
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$34.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$36.3M
3
NA
3
NewEdge Advisors
Louisiana
$19.8M
4
Ameriprise
4
Ameriprise
Minnesota
$37.1M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$13M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$102M
2
SVWAG
2
Sound View Wealth Advisors Group
Georgia
$15M
3
OMC
3
Old Mission Capital
Illinois
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SIC
5
Sigma Investment Counselors
Michigan
$22.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CTC
76
Central Trust Company
Missouri
$1.58M 66,124 -13,705 -17%
Citadel Advisors
77
Citadel Advisors
Florida
$1.54M 64,455 +64,455 New
VWM
78
Valley Wealth Managers
New Jersey
$1.53M 64,303 +2,782 +5%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$1.51M 63,458 +33,844 +114%
GDP
80
Great Diamond Partners
Maine
$1.43M 60,242 +900 +2%
GT
81
Glenview Trust
Kentucky
$1.41M 59,307 +49,129 +483%
ACS
82
Archford Capital Strategies
Illinois
$1.35M 56,462 +6,794 +14%
CWM
83
Centric Wealth Management
Illinois
$1.31M 54,815 +54,815 New
MIH
84
Meitav Investment House
Israel
$1.3M 54,055 +29,799 +123%
FCA
85
FinTrust Capital Advisors
South Carolina
$1.2M 51,554 – –
Creative Planning
86
Creative Planning
Kansas
$1.16M 48,804 +9,758 +25%
HFRG
87
Houlihan Financial Resource Group
Virginia
$1.13M 47,300 +47,300 New
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$1.12M 46,864 +261 +0.6%
Stifel Financial
89
Stifel Financial
Missouri
$1.11M 46,567 +3,479 +8%
LHC
90
Little House Capital
Massachusetts
$1.05M 44,243 +1,296 +3%
CPIA
91
Cornell Pochily Investment Advisors
New York
$1.04M 43,746 +737 +2%
FFIC
92
First Fiduciary Investment Counsel
Ohio
$1.02M 42,640 -230 -0.5%
BSAM
93
Blue Square Asset Management
New York
– – – –
FNB
94
Farmers National Bank
Kentucky
$955K 40,087 +2,631 +7%
MA
95
MONECO Advisors
Connecticut
$952K 39,972 +39,972 New
RFN
96
Redwood Financial Network
Ohio
$951K 39,936 +2,905 +8%
CCM
97
Coldstream Capital Management
Washington
$941K 39,511 +5,665 +17%
MML Investors Services
98
MML Investors Services
Massachusetts
$889K 37,306 +37,306 New
LNC
99
Lincoln National Corp
Pennsylvania
– – – –
DADC
100
D.A. Davidson & Co
Montana
$806K 33,827 +20,969 +163%
2 3
4
5 6