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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

271 hedge funds and large institutions have $1.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 129 increasing their positions, 47 reducing their positions, and 8 closing their positions.

Holders
271
Holders Change
+59
Holders Change %
+27.83%
% of All Funds
3.97%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
68
Increased
129
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
KCM
2
Kathmere Capital Management
Pennsylvania
$20.7M
3
Bank of America
3
Bank of America
North Carolina
$148M
4
VVP
4
Venture Visionary Partners
Ohio
$11.2M
5
UBS Group
5
UBS Group
Switzerland
$44M

Top Sellers

1
KA
1
Klingman & Associates
New York
$26M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$22.9M
4
GBWM
4
Granite Bay Wealth Management
New Hampshire
$44M
5
Ameriprise
5
Ameriprise
Minnesota
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
101
United Capital Financial Advisors
Texas
$1.74M -$79.6K -3,325 -4%
FFG
102
Foundry Financial Group
New Hampshire
$1.71M +$1.71M +71,405 New
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$1.7M -$166K -6,937 -9%
VWM
104
Valley Wealth Managers
New Jersey
$1.63M +$52.1K +2,179 +3%
PSIWM
105
Paradigm Strategies in Wealth Management
Minnesota
$1.56M +$327K +13,667 +27%
GDP
106
Great Diamond Partners
Maine
$1.54M +$101K +4,207 +7%
LIM
107
Leavell Investment Management
Alabama
$1.53M +$587K +24,531 +62%
AG
108
AlTi Global
New York
$1.52M +$1.52M +63,500 New
MFIM
109
Mesirow Financial Investment Management
Illinois
$1.48M +$1.48M +61,907 New
MA
110
MONECO Advisors
Connecticut
$1.44M +$394K +16,469 +38%
LWL
111
Leo Wealth LLC
Texas
$1.41M +$1.41M +58,843 New
CWM
112
Centric Wealth Management
Illinois
$1.39M +$8.14K +342 +0.6%
MIH
113
Meitav Investment House
Israel
$1.38M +$63.2K +2,644 +5%
CPIA
114
Cornell Pochily Investment Advisors
New York
$1.35M +$17.9K +746 +1%
CCM
115
Coldstream Capital Management
Washington
$1.33M +$109K +4,557 +9%
ACS
116
Archford Capital Strategies
Illinois
$1.3M -$366K -15,280 -22%
LNC
117
Lincoln National Corp
Pennsylvania
$1.27M +$187K +7,823 +17%
SWA
118
Sightline Wealth Advisors
Connecticut
$1.26M +$515K +21,534 +69%
FFIC
119
First Fiduciary Investment Counsel
Ohio
$1.26M +$222K +9,285 +22%
LHC
120
Little House Capital
Massachusetts
$1.25M +$19.6K +818 +2%
CCWA
121
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.23M +$536K +22,414 +77%
FCA
122
FinTrust Capital Advisors
South Carolina
$1.18M -$37.5K -1,567 -3%
CSPIA
123
Cary Street Partners Investment Advisory
Virginia
$1.18M -$50K -2,089 -4%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$1.15M +$604K +25,258 +111%
PCIA
125
Prime Capital Investment Advisors
Kansas
$1.1M +$1.1M +45,811 New
3 4
5
6 7