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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

301 hedge funds and large institutions have $1.78B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
4.36%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
46
Increased
161
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SRC
1
Shufro Rose & Co
New York
$122M
2
Ameriprise
2
Ameriprise
Minnesota
$113M
3
Bank of America
3
Bank of America
North Carolina
$163M
4
SSWG
4
Seven Springs Wealth Group
Tennessee
$10.9M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$44.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.9M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$590K
3
KA
3
Klingman & Associates
New York
$25.9M
4
NA
4
NewEdge Advisors
Louisiana
$3.7M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$24.7M
Name Market Value Shares Shares
Change 		Shares
Change %
LF
101
LifePlan Financial
Minnesota
$2.35M 98,924 +3,467 +4%
NG
102
Northstar Group
New York
– – – –
RRA
103
Round Rock Advisors
Connecticut
$2.24M 94,067 +76,749 +443%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$2.18M 91,433 +63,356 +226%
Jane Street
105
Jane Street
New York
$2.16M 90,940 +90,940 New
QFA
106
Quantum Financial Advisors
California
$2.16M 90,701 +90,701 New
MA
107
MONECO Advisors
Connecticut
$2.15M 90,344 +30,002 +50%
ABC
108
Associated Banc-Corp
Wisconsin
$2.1M 88,418 +9,527 +12%
FFG
109
Foundry Financial Group
New Hampshire
$2.03M 85,454 +14,049 +20%
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$2.02M 84,904 +3,147 +4%
MFIM
111
Mesirow Financial Investment Management
Illinois
$1.99M 83,621 +21,714 +35%
CP
112
Camelot Portfolios
Ohio
$1.92M 80,836 -33,827 -30%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$1.92M 80,820 +47,719 +144%
FCM
114
Fortis Capital Management
Washington
$1.86M 78,328 -395 -0.5%
LIM
115
Leavell Investment Management
Alabama
$1.85M 77,800 +13,919 +22%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$1.8M 75,814 +4,777 +7%
CCWA
117
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.75M 73,389 +21,812 +42%
UCFA
118
United Capital Financial Advisors
Texas
$1.73M 72,661 +74 +0.1%
SG
119
Strid Group
Pennsylvania
$1.72M 72,330 +54,409 +304%
VWM
120
Valley Wealth Managers
New Jersey
$1.69M 71,016 +2,919 +4%
PSIWM
121
Paradigm Strategies in Wealth Management
Minnesota
$1.68M 70,748 +5,650 +9%
Mariner
122
Mariner
Kansas
$1.68M 70,519 +29,359 +71%
CIA
123
Covington Investment Advisors
Pennsylvania
$1.59M 66,670 +48,470 +266%
CCM
124
Coldstream Capital Management
Washington
$1.58M 66,359 +10,756 +19%
LWL
125
Leo Wealth LLC
Texas
$1.51M 63,577 +4,734 +8%
3 4
5
6 7