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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

306 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 188 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
306
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
4.45%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
26
Increased
188
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KA
1
Klingman & Associates
New York
$24.3M
2
ACA
2
Aptus Capital Advisors
Alabama
$53.7M
3
Bank of America
3
Bank of America
North Carolina
$171M
4
SRC
4
Shufro Rose & Co
New York
$129M
5
MMA
5
Miracle Mile Advisors
California
$42.4M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$28.5M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$18.1M
3
Lido Advisors
3
Lido Advisors
California
$21.9M
4
VVP
4
Venture Visionary Partners
Ohio
$13.1M
5
ACM
5
Advisors Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AI
101
Atria Investments
North Carolina
$2.64M 111,196 +3,418 +3%
MFIM
102
Mesirow Financial Investment Management
Illinois
$2.61M 109,939 +26,318 +31%
CP
103
Camelot Portfolios
Ohio
$2.61M 109,904 +29,068 +36%
LF
104
LifePlan Financial
Minnesota
$2.4M 100,954 +2,030 +2%
QFA
105
Quantum Financial Advisors
California
$2.36M 99,511 +8,810 +10%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$2.28M 96,048 +20,234 +27%
ABC
107
Associated Banc-Corp
Wisconsin
$2.2M 92,701 +4,283 +5%
FFG
108
Foundry Financial Group
New Hampshire
$2.17M 91,516 +6,062 +7%
MA
109
MONECO Advisors
Connecticut
$2.16M 91,026 +682 +0.8%
LIM
110
Leavell Investment Management
Alabama
$2.14M 90,265 +12,465 +16%
Jane Street
111
Jane Street
New York
$2.12M 89,237 -1,703 -2%
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$2.1M 88,463 +3,559 +4%
SWA
113
Sightline Wealth Advisors
Connecticut
$2.01M 84,843 +30,811 +57%
RRA
114
Round Rock Advisors
Connecticut
$1.96M 82,741 -11,326 -12%
LWL
115
Leo Wealth LLC
Texas
$1.92M 80,708 +17,131 +27%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$1.9M 80,189 -631 -0.8%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$1.84M 77,363 -14,070 -15%
SP
118
Stonebrook Private
Michigan
$1.8M 75,894 +16,955 +29%
Mariner
119
Mariner
Kansas
$1.79M 75,566 +5,047 +7%
UCFA
120
United Capital Financial Advisors
Texas
$1.75M 73,808 +1,147 +2%
VWM
121
Valley Wealth Managers
New Jersey
$1.75M 73,624 +2,608 +4%
CCWA
122
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.74M 73,153 -236 -0.3%
CCM
123
Coldstream Capital Management
Washington
$1.72M 72,504 +6,145 +9%
PSIWM
124
Paradigm Strategies in Wealth Management
Minnesota
$1.71M 71,984 +1,236 +2%
CIA
125
Covington Investment Advisors
Pennsylvania
$1.71M 71,900 +5,230 +8%
3 4
5
6 7