IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

348 hedge funds and large institutions have $2.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 43 reducing their positions, and 21 closing their positions.

Holders
348
Holders Change
+36
Holders Change %
+11.54%
% of All Funds
4.63%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.28%
New
64
Increased
199
Reduced
43
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
1
HM Payson & Co
Maine
$66.2M
2
VVP
2
Venture Visionary Partners
Ohio
$20.5M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$17.2M
4
SAM
4
Summit Asset Management
Tennessee
$15.8M
5
Bank of America
5
Bank of America
North Carolina
$186M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$82.2M
2
Lido Advisors
2
Lido Advisors
California
$46.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$32.6M
4
KA
4
Klingman & Associates
New York
$24.1M
5
ACA
5
Aptus Capital Advisors
Alabama
$51.7M
Name Market Value Shares Shares
Change 		Shares
Change %
HFRG
76
Houlihan Financial Resource Group
Virginia
$5.36M 223,886 +15,604 +7%
FNT
77
First National Trust
Pennsylvania
$5.25M 219,313 +83,757 +62%
Citadel Advisors
78
Citadel Advisors
Florida
$5.21M 217,646 +217,646 New
Osaic Holdings
79
Osaic Holdings
Arizona
$5.17M 215,559 +24,622 +13%
PWM
80
Praetorian Wealth Management
California
$5.15M 214,903 +10,250 +5%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$5.13M 214,233 +9,456 +5%
AI
82
Atria Investments
North Carolina
$5.09M 212,370 +91,672 +76%
SCG
83
Sonata Capital Group
Washington
$4.91M 204,751 +135,902 +197%
SWA
84
Sax Wealth Advisors
New Jersey
$4.86M 202,849 +48,686 +32%
SG
85
Strid Group
Pennsylvania
$4.77M 199,101 +62,556 +46%
NG
86
Northstar Group
New York
– – – –
KNW
87
Kesler Norman & Wride
Utah
$4.63M 193,213 +30,726 +19%
4FG
88
4Thought Financial Group
New York
$4.53M 189,246 +4,072 +2%
GPA
89
Guidance Point Advisors
Massachusetts
– – – –
TF
90
TLWM Financial
Texas
$4.39M 183,048 +2,006 +1%
DSA
91
Droms Strauss Advisors
Missouri
$4.24M 177,156 +8,365 +5%
LWL
92
Leo Wealth LLC
Texas
$4.23M 176,613 +66,552 +60%
RCA
93
Resonant Capital Advisors
Wisconsin
$4.12M 171,848 +59,852 +53%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$4M 166,974 +18,926 +13%
CIM
95
Confluence Investment Management
Missouri
$3.96M 165,459 +1,370 +0.8%
CBT
96
Crews Bank & Trust
Florida
$3.96M 165,270 +165,270 New
CWM
97
Centricity Wealth Management
Ohio
$3.95M 164,744 +164,744 New
LIM
98
Leavell Investment Management
Alabama
$3.92M 163,717 +41,754 +34%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$3.92M 163,536 +56,218 +52%
CTWM
100
Cherry Tree Wealth Management
Minnesota
$3.87M 161,568 +9,981 +7%
2 3
4
5 6