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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

312 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 186 increasing their positions, 47 reducing their positions, and 19 closing their positions.

Holders
312
Holders Change
+6
Holders Change %
+1.96%
% of All Funds
4.51%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
28
Increased
186
Reduced
47
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$76.1M
2
BEI
2
Benjamin Edwards Inc
Missouri
$10.8M
3
HPC
3
HM Payson & Co
Maine
$8.93M
4
HCM
4
Howland Capital Management
Massachusetts
$19.7M
5
UBS Group
5
UBS Group
Switzerland
$54.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$39.9M
2
MMA
2
Miracle Mile Advisors
California
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.4M
4
Lido Advisors
4
Lido Advisors
California
$33.8M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$18.8M
Name Market Value Shares Shares
Change 		Shares
Change %
EPW
101
Evergreen Private Wealth
Colorado
$3.04M 124,541 +1,326 +1%
LIM
102
Leavell Investment Management
Alabama
$2.97M 121,963 +31,698 +35%
FWMM
103
Foundation Wealth Management (Missouri)
Missouri
$2.95M 120,981 +181 +0.1%
AI
104
Atria Investments
North Carolina
$2.94M 120,698 +9,502 +9%
MFIM
105
Mesirow Financial Investment Management
Illinois
$2.88M 118,002 +8,063 +7%
SFS
106
Sowell Financial Services
Arkansas
$2.85M 116,768 +56,884 +95%
EWM
107
Executive Wealth Management
Michigan
$2.83M 116,273 +83,946 +260%
GI
108
GAMMA Investing
California
$2.76M 113,377 +68,752 +154%
FA
109
FF Advisors
California
$2.76M 114,056 +2,689 +2%
RCA
110
Resonant Capital Advisors
Wisconsin
$2.73M 111,996 +86,440 +338%
LWL
111
Leo Wealth LLC
Texas
$2.68M 110,061 +29,353 +36%
ST
112
Sabal Trust
Florida
$2.63M 107,727 +40,977 +61%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$2.62M 107,318 +27,129 +34%
QFA
114
Quantum Financial Advisors
California
$2.58M 105,981 +6,470 +7%
EWA
115
EP Wealth Advisors
California
$2.57M 105,471 +65,611 +165%
SP
116
Stonebrook Private
Michigan
$2.55M 104,564 +28,670 +38%
LF
117
LifePlan Financial
Minnesota
$2.5M 102,724 +1,770 +2%
ADL
118
Asset Dedication LLC
California
$2.42M 99,431 -35,060 -26%
MA
119
MONECO Advisors
Connecticut
$2.39M 98,015 +6,989 +8%
SF
120
Safeguard Financial
Wisconsin
$2.27M 93,005 +32,052 +53%
FFG
121
Foundry Financial Group
New Hampshire
$2.26M 92,534 +1,018 +1%
ABC
122
Associated Banc-Corp
Wisconsin
$2.25M 92,268 -433 -0.5%
CA
123
Clearstead Advisors
Ohio
$2.18M 89,383 -37,776 -30%
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$2.16M 88,807 +344 +0.4%
PSIWM
125
Paradigm Strategies in Wealth Management
Minnesota
– – -71,984 Closed
3 4
5
6 7