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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

147 hedge funds and large institutions have $900M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
147
Holders Change
+19
Holders Change %
+14.84%
% of All Funds
2.37%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
34
Increased
79
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$89.6M
2
CAI
2
Capital Advisors Inc
Oklahoma
$52.9M
3
CIM
3
Corda Investment Management
Texas
$16.6M
4
RW
4
RVW Wealth
California
$17.5M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20.5M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$124M
2
GA
2
Gateway Advisory
New Jersey
$8.3M
3
KA
3
Klingman & Associates
New York
$22.8M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$12.4M
5
CIM
5
Confluence Investment Management
Missouri
$4.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BEI
101
Benjamin Edwards Inc
Missouri
$566K 24,231 +773 +3%
BONH
102
Bank of New Hampshire
New Hampshire
$538K 23,020 -500 -2%
IF
103
Ironwood Financial
Arizona
$506K 21,638 +21,638 New
AF
104
Allworth Financial
California
$503K 21,538 +20,238 +1,557%
AMM
105
American Money Management
California
$488K 20,894 +19 +0.1%
ECM
106
Exchange Capital Management
Michigan
$485K 20,747 -500 -2%
CA
107
Cetera Advisors
Colorado
$448K 19,177 +2 +0%
CAN
108
Cetera Advisor Networks
California
$446K 19,073 +216 +1%
RWM
109
Ritholtz Wealth Management
New York
$420K 17,960 +17,960 New
AWM
110
Alterna Wealth Management
Texas
$419K 17,919 +17,919 New
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$399K 17,066 +9,896 +138%
WCP
112
Wick Capital Partners
Pennsylvania
$387K 16,546 +16,546 New
BPA
113
Beacon Pointe Advisors
California
$383K 16,375 +16,375 New
OCAM
114
Onex Canada Asset Management
Ontario, Canada
$375K 16,029 +16,029 New
CCM
115
Cribstone Capital Management
Maine
$371K 15,855 +12,264 +342%
TB
116
Treynor Bancshares
Iowa
$318K 13,600 – –
CWS
117
Cypress Wealth Services
California
$307K 13,139 -972 -7%
DADC
118
D.A. Davidson & Co
Montana
$300K 12,858 +12,858 New
FMWA
119
Forvis Mazars Wealth Advisors
Missouri
– – – –
TFS
120
Thoroughbred Financial Services
Tennessee
$294K 12,581 +2,105 +20%
MA
121
Mutual Advisors
Nebraska
$283K 12,127 – –
MWP
122
Meredith Wealth Planning
Illinois
$260K 11,112 +11,112 New
SAG
123
SageView Advisory Group
California
$259K 11,083 +11,083 New
GT
124
Glenview Trust
Kentucky
$238K 10,178 +10,178 New
BWM
125
BerganKDV Wealth Management
Minnesota
$237K 10,141 +4,251 +72%
3 4
5
6 7