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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

312 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 186 increasing their positions, 47 reducing their positions, and 19 closing their positions.

Holders
312
Holders Change
+6
Holders Change %
+1.96%
% of All Funds
4.51%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
28
Increased
186
Reduced
47
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$76.1M
2
BEI
2
Benjamin Edwards Inc
Missouri
$10.8M
3
HPC
3
HM Payson & Co
Maine
$8.93M
4
HCM
4
Howland Capital Management
Massachusetts
$19.7M
5
UBS Group
5
UBS Group
Switzerland
$54.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$39.9M
2
MMA
2
Miracle Mile Advisors
California
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.4M
4
Lido Advisors
4
Lido Advisors
California
$33.8M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$18.8M
Name Market Value Shares Shares
Change 		Shares
Change %
GPA
76
Guidance Point Advisors
Massachusetts
– – – –
RF
77
Robbins Farley
New Hampshire
$4.41M 180,804 +7,925 +5%
DSA
78
Droms Strauss Advisors
Missouri
$4.11M 168,791 +5,277 +3%
NA
79
NewEdge Advisors
Louisiana
$4.06M 166,455 +6,891 +4%
CIM
80
Confluence Investment Management
Missouri
$4M 164,089 -5,042 -3%
KNW
81
Kesler Norman & Wride
Utah
$3.96M 162,487 -10,110 -6%
SWA
82
Sax Wealth Advisors
New Jersey
$3.76M 154,163 +25,039 +19%
CTWM
83
Cherry Tree Wealth Management
Minnesota
$3.69M 151,587 +23,469 +18%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$3.61M 148,048 +52,000 +54%
CA
85
CGN Advisors
Kansas
$3.48M 143,003 +7,425 +5%
MSRI
86
Michael S. Ryan Inc
New York
$3.45M 141,773 +457 +0.3%
FBB
87
Fulton Breakefield Broenniman
Maryland
$3.42M 140,316 +13,379 +11%
PWP
88
Precedent Wealth Partners
Texas
$3.38M 138,888 +19,412 +16%
KF
89
Krilogy Financial
Missouri
$3.36M 137,992 -24,551 -15%
AF
90
Allworth Financial
California
$3.34M 136,994 +396 +0.3%
SG
91
Strid Group
Pennsylvania
$3.33M 136,545 -23,150 -14%
FNT
92
First National Trust
Pennsylvania
$3.3M 135,556 +96,546 +247%
VWMG
93
Virginia Wealth Management Group
Virginia
$3.29M 135,120 +135,120 New
SWA
94
Sightline Wealth Advisors
Connecticut
$3.29M 135,042 +50,199 +59%
WI
95
WrapManager Inc
California
$3.22M 131,952 +5,595 +4%
FCM
96
Fortis Capital Management
Washington
$3.16M 129,628 +11,373 +10%
SFB
97
STAR Financial Bank
Indiana
$3.15M 129,283 +60,733 +89%
MGIA
98
Matthew Goff Investment Advisor
Texas
$3.08M 126,425 -754 -0.6%
IWC
99
Integrated Wealth Concepts
Massachusetts
$3.08M 126,359 +14,656 +13%
LWANC
100
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.07M 126,093 +8,687 +7%
2 3
4
5 6