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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

173 hedge funds and large institutions have $1.11B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
173
Holders Change
+26
Holders Change %
+17.69%
% of All Funds
2.77%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
33
Increased
93
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$34.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$36.3M
3
NA
3
NewEdge Advisors
Louisiana
$19.8M
4
Ameriprise
4
Ameriprise
Minnesota
$37.1M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$13M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$102M
2
SVWAG
2
Sound View Wealth Advisors Group
Georgia
$15M
3
OMC
3
Old Mission Capital
Illinois
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SIC
5
Sigma Investment Counselors
Michigan
$22.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
101
Segment Wealth Management
Texas
$803K 33,702 +8,000 +31%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$794K 33,349 +779 +2%
TCCM
103
Timber Creek Capital Management
Massachusetts
$794K 33,314 -3,290 -9%
CCWA
104
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$786K 32,995 -2,414 -7%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$758K 31,804 +14,738 +86%
PGAM
106
Princeton Global Asset Management
New Jersey
$722K 30,325 – –
GHA
107
Granite Harbor Advisors
Texas
$717K 30,119 +5,174 +21%
CWM
108
Cabot Wealth Management
Massachusetts
$677K 28,424 +1,572 +6%
ADL
109
Asset Dedication LLC
California
$660K 27,737 -388 -1%
DWT
110
Dorsey & Whitney Trust
South Dakota
$619K 26,000 – –
Mariner
111
Mariner
Kansas
$617K 25,890 -145 -0.6%
BEI
112
Benjamin Edwards Inc
Missouri
$615K 25,800 +1,569 +6%
FIB
113
First Interstate Bank
Montana
$615K 25,808 +25,808 New
CIAS
114
CFS Investment Advisory Services
New Jersey
$607K 25,484 +418 +2%
RSWM
115
Robertson Stephens Wealth Management
California
– – – –
KTC
116
Kistler-Tiffany Companies
Pennsylvania
$562K 23,576 -1,859 -7%
AF
117
Allworth Financial
California
$552K 23,163 +1,625 +8%
BONH
118
Bank of New Hampshire
New Hampshire
$548K 23,020 – –
CAN
119
Cetera Advisor Networks
California
$542K 22,774 +3,701 +19%
IF
120
Ironwood Financial
Arizona
$534K 22,438 +800 +4%
AMM
121
American Money Management
California
$497K 20,866 -28 -0.1%
ECM
122
Exchange Capital Management
Michigan
$488K 20,485 -262 -1%
CA
123
Cetera Advisors
Colorado
$457K 19,166 -11 -0.1%
CWM
124
Cornerstone Wealth Management
Missouri
$435K 18,270 +18,270 New
RWM
125
Ritholtz Wealth Management
New York
$428K 17,960 – –
3 4
5
6 7