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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

271 hedge funds and large institutions have $1.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 129 increasing their positions, 47 reducing their positions, and 8 closing their positions.

Holders
271
Holders Change
+59
Holders Change %
+27.83%
% of All Funds
3.97%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
68
Increased
129
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
KCM
2
Kathmere Capital Management
Pennsylvania
$20.7M
3
Bank of America
3
Bank of America
North Carolina
$148M
4
VVP
4
Venture Visionary Partners
Ohio
$11.2M
5
UBS Group
5
UBS Group
Switzerland
$44M

Top Sellers

1
KA
1
Klingman & Associates
New York
$26M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$22.9M
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$44M
5
Ameriprise
5
Ameriprise
Minnesota
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
76
Spinnaker Trust
Maine
$2.95M +$2.3M +96,041 +355%
IWC
77
Integrated Wealth Concepts
Massachusetts
$2.93M -$89.9K -3,755 -3%
KNW
78
Kesler Norman & Wride
Utah
$2.82M +$1.37M +57,260 +94%
FBB
79
Fulton Breakefield Broenniman
Maryland
$2.76M +$202K +8,429 +8%
FWMM
80
Foundation Wealth Management (Missouri)
Missouri
$2.75M -$2.81M – –
CP
81
Camelot Portfolios
Ohio
$2.74M +$680K +28,426 +33%
WSTAM
82
Wilbanks Smith & Thomas Asset Management
Virginia
$2.69M -$1.12M -46,853 -29%
WI
83
WrapManager Inc
California
$2.6M +$178K +7,449 +7%
EPW
84
Evergreen Private Wealth
Colorado
$2.56M +$2.56M +106,943 New
LWANC
85
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.55M +$463K +19,338 +22%
DSA
86
Droms Strauss Advisors
Missouri
$2.46M +$54.4K +2,273 +2%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$2.43M +$1.32M +55,031 +118%
AI
88
Atria Investments
North Carolina
$2.43M +$2.43M +101,361 New
PA
89
Probity Advisors
Texas
$2.38M +$2.38M +99,513 New
LF
90
LifePlan Financial
Minnesota
$2.28M +$2.28M +95,457 New
FA
91
FF Advisors
California
$2.28M +$2.28M +95,148 New
Goldman Sachs
92
Goldman Sachs
New York
$2.24M +$2.24M +93,669 New
PWP
93
Precedent Wealth Partners
Texas
$2.08M +$2.08M +86,730 New
SWA
94
Sax Wealth Advisors
New Jersey
$2.07M +$1.83M +76,627 +762%
CTWM
95
Cherry Tree Wealth Management
Minnesota
$2M +$2M +83,559 New
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$1.96M +$102K +4,273 +6%
PA
97
Parallel Advisors
California
$1.93M +$1.54M +64,336 +391%
ABC
98
Associated Banc-Corp
Wisconsin
$1.89M -$107K -4,462 -5%
FCM
99
Fortis Capital Management
Washington
$1.88M +$1.37M +57,212 +266%
Citadel Advisors
100
Citadel Advisors
Florida
$1.85M +$433K +18,076 +30%
2 3
4
5 6