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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

306 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 188 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
306
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
4.45%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
26
Increased
188
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KA
1
Klingman & Associates
New York
$24.3M
2
ACA
2
Aptus Capital Advisors
Alabama
$53.7M
3
Bank of America
3
Bank of America
North Carolina
$171M
4
SRC
4
Shufro Rose & Co
New York
$129M
5
MMA
5
Miracle Mile Advisors
California
$42.4M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$28.5M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$18.1M
3
Lido Advisors
3
Lido Advisors
California
$21.9M
4
VVP
4
Venture Visionary Partners
Ohio
$13.1M
5
ACM
5
Advisors Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
76
Confluence Investment Management
Missouri
$4.01M 169,131 -1,455 -0.9%
DSA
77
Droms Strauss Advisors
Missouri
$3.88M 163,514 +5,912 +4%
KF
78
Krilogy Financial
Missouri
$3.86M 162,543 +1,274 +0.8%
SG
79
Strid Group
Pennsylvania
$3.79M 159,695 +87,365 +121%
NA
80
NewEdge Advisors
Louisiana
$3.79M 159,564 +4,128 +3%
NG
81
Northstar Group
New York
– – – –
MSRI
82
Michael S. Ryan Inc
New York
$3.35M 141,316 +279 +0.2%
AF
83
Allworth Financial
California
$3.26M 136,598 +25,226 +23%
CA
84
CGN Advisors
Kansas
$3.22M 135,578 +9,346 +7%
PA
85
Parallel Advisors
California
$3.21M 135,186 +2,614 +2%
ADL
86
Asset Dedication LLC
California
$3.19M 134,491 -94 -0.1%
SWA
87
Sax Wealth Advisors
New Jersey
$3.06M 129,124 +24,595 +24%
CTWM
88
Cherry Tree Wealth Management
Minnesota
$3.04M 128,118 +17,348 +16%
MGIA
89
Matthew Goff Investment Advisor
Texas
$3.02M 127,179 -1,031 -0.8%
CA
90
Clearstead Advisors
Ohio
$3.02M 127,159 +127,159 New
FBB
91
Fulton Breakefield Broenniman
Maryland
$3.01M 126,937 +1,653 +1%
VWMG
92
Virginia Wealth Management Group
Virginia
– – -127,120 Closed
WI
93
WrapManager Inc
California
$3M 126,357 +10,894 +9%
EPW
94
Evergreen Private Wealth
Colorado
$2.92M 123,215 -996 -0.8%
FWMM
95
Foundation Wealth Management (Missouri)
Missouri
$2.87M 120,800 +1,995 +2%
PWP
96
Precedent Wealth Partners
Texas
$2.84M 119,476 +16,051 +16%
FCM
97
Fortis Capital Management
Washington
$2.81M 118,255 +39,927 +51%
LWANC
98
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.79M 117,406 +3,791 +3%
IWC
99
Integrated Wealth Concepts
Massachusetts
$2.65M 111,703 -1,432 -1%
FA
100
FF Advisors
California
$2.64M 111,367 -1,223 -1%
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4
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