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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

212 hedge funds and large institutions have $1.23B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 38 reducing their positions, and 4 closing their positions.

Holders
212
Holders Change
+29
Holders Change %
+15.85%
% of All Funds
3.38%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
38
Increased
109
Reduced
38
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$58.4M
2
KA
2
Klingman & Associates
New York
$24.6M
3
Bank of America
3
Bank of America
North Carolina
$130M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.8M
5
Wells Fargo
5
Wells Fargo
California
$18.3M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$25.2M
2
CIM
2
Corda Investment Management
Texas
$0
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$2.39M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$17.8M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
101
FinTrust Capital Advisors
South Carolina
$1.18M -$12.2K -528 -1%
DADC
102
D.A. Davidson & Co
Montana
$1.11M +$148K +6,410 +15%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$1.08M +$205K +8,844 +23%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$1.06M -$7.31K -316 -0.7%
GHA
105
Granite Harbor Advisors
Texas
$1.05M +$137K +5,929 +15%
LNC
106
Lincoln National Corp
Pennsylvania
$1.05M +$90.6K +3,917 +9%
FNB
107
Farmers National Bank
Kentucky
$1.02M +$54.1K +2,338 +6%
MA
108
MONECO Advisors
Connecticut
$1.02M +$1.48K +64 +0.1%
FFIC
109
First Fiduciary Investment Counsel
Ohio
$999K +$15K +650 +2%
MML Investors Services
110
MML Investors Services
Massachusetts
$948K -$97.5K -4,210 -9%
BSAM
111
Blue Square Asset Management
New York
$924K +$924K +39,926 New
LIM
112
Leavell Investment Management
Alabama
$911K +$305K +13,195 +50%
SWM
113
Segment Wealth Management
Texas
$888K +$89.4K +3,865 +11%
4WM
114
4J Wealth Management
Virginia
$860K -$134K -5,773 -13%
RFN
115
Redwood Financial Network
Ohio
$856K -$74.8K -3,234 -8%
IF
116
Ironwood Financial
Arizona
$849K +$297K +12,816 +54%
BEI
117
Benjamin Edwards Inc
Missouri
$820K +$214K +9,245 +35%
CWM
118
Cabot Wealth Management
Massachusetts
$806K +$129K +5,583 +19%
CCM
119
Crew Capital Management
Ohio
$798K +$355K +15,339 +80%
BONH
120
Bank of New Hampshire
New Hampshire
$787K – – –
SRC
121
Shufro Rose & Co
New York
$767K +$29.3K +1,268 +4%
Mariner
122
Mariner
Kansas
$760K +$148K +6,391 +24%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$760K +$103K +4,455 +16%
SWA
124
Sightline Wealth Advisors
Connecticut
$722K +$722K +31,208 New
MSWM
125
McGlone Suttner Wealth Management
Wisconsin
$722K +$122K +5,270 +20%
3 4
5
6 7