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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

212 hedge funds and large institutions have $1.23B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 38 reducing their positions, and 4 closing their positions.

Holders
212
Holders Change
+29
Holders Change %
+15.85%
% of All Funds
3.38%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
38
Increased
109
Reduced
38
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$58.4M
2
KA
2
Klingman & Associates
New York
$24.6M
3
Bank of America
3
Bank of America
North Carolina
$130M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.8M
5
Wells Fargo
5
Wells Fargo
California
$18.3M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$25.2M
2
CIM
2
Corda Investment Management
Texas
$0
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$2.39M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$17.8M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$2.24M +$17.5K +758 +0.8%
Osaic Holdings
77
Osaic Holdings
Arizona
$2.23M +$419K +18,108 +23%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$2.09M +$308K +13,307 +17%
LWANC
79
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.02M +$320K +13,850 +19%
CP
80
Camelot Portfolios
Ohio
$2M -$740K -31,989 -27%
ABC
81
Associated Banc-Corp
Wisconsin
$1.93M -$465K -20,108 -19%
AWM
82
AE Wealth Management
Kansas
$1.85M +$1.85M +79,906 New
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$1.8M -$1.47M -63,322 -45%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$1.79M -$95.9K -4,143 -5%
UCFA
85
United Capital Financial Advisors
Texas
$1.76M -$61.8K -2,671 -3%
ACS
86
Archford Capital Strategies
Illinois
$1.61M +$102K +4,413 +7%
BSG
87
Black Swift Group
Colorado
$1.59M -$3.73M -161,165 -70%
VWM
88
Valley Wealth Managers
New Jersey
$1.53M -$43K -1,857 -3%
Creative Planning
89
Creative Planning
Kansas
$1.47M +$265K +11,463 +22%
KNW
90
Kesler Norman & Wride
Utah
$1.4M -$428K -18,495 -23%
GDP
91
Great Diamond Partners
Maine
$1.39M +$1.39M +60,223 New
Citadel Advisors
92
Citadel Advisors
Florida
$1.37M -$754K -32,582 -35%
CWM
93
Centric Wealth Management
Illinois
$1.34M +$17.4K +751 +1%
CPIA
94
Cornell Pochily Investment Advisors
New York
$1.29M +$246K +10,631 +24%
MIH
95
Meitav Investment House
Israel
$1.27M +$7.1K +307 +0.6%
AI
96
Atria Investments
North Carolina
$1.21M – – –
PSIWM
97
Paradigm Strategies in Wealth Management
Minnesota
$1.19M +$1.19M +51,431 New
CSPIA
98
Cary Street Partners Investment Advisory
Virginia
$1.19M +$1.19M +51,339 New
LHC
99
Little House Capital
Massachusetts
$1.19M +$116K +5,006 +11%
CCM
100
Coldstream Capital Management
Washington
$1.18M +$150K +6,485 +15%
2 3
4
5 6