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iShares iBonds Dec 2027 Term Corporate ETF
IBDS
IBDS
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.
New
Increased
Maintained
Reduced
Closed
750% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 8
174% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 47
28% more funds holding
Funds holding: 212 → 271 (+59)
24% more capital invested
Capital invested by funds: $1.23B → $1.53B (+$299M)
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
1.64% less ownership
Funds ownership: 79.23% → 77.59% (-1.6%)
Holders
271
Holders Change
+59
Holders Change %
+27.83%
% of All Funds
3.95%
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
New York
|
+$74.7M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$20.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$13.1M |
| 4 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$11M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$9.48M |
Top Sellers
| 1 |
KA
Klingman & Associates
New York
|
-$24.8M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$17.8M |
| 3 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$14.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.32M |
| 5 |
EFP
Envision Financial Planning
Memphis,
Tennessee
|
-$8.08M |
