IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

348 hedge funds and large institutions have $2.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 43 reducing their positions, and 21 closing their positions.

Holders
348
Holders Change
+36
Holders Change %
+11.54%
% of All Funds
4.63%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.28%
New
64
Increased
199
Reduced
43
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
1
HM Payson & Co
Maine
$66.2M
2
VVP
2
Venture Visionary Partners
Ohio
$20.5M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$17.2M
4
SAM
4
Summit Asset Management
Tennessee
$15.8M
5
Bank of America
5
Bank of America
North Carolina
$186M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$82.2M
2
Lido Advisors
2
Lido Advisors
California
$46.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$32.6M
4
KA
4
Klingman & Associates
New York
$24.1M
5
ACA
5
Aptus Capital Advisors
Alabama
$51.7M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
101
Executive Wealth Management
Michigan
$3.78M 157,585 +41,312 +36%
SFS
102
Sowell Financial Services
Arkansas
$3.77M 157,352 +40,584 +35%
CA
103
CGN Advisors
Kansas
$3.73M 155,756 +12,753 +9%
VWMG
104
Virginia Wealth Management Group
Virginia
$3.7M 154,505 +19,385 +14%
KF
105
Krilogy Financial
Missouri
$3.65M 152,356 +14,364 +10%
GI
106
GAMMA Investing
California
$3.61M 150,847 +37,470 +33%
FBB
107
Fulton Breakefield Broenniman
Maryland
$3.52M 146,964 +6,648 +5%
LWANC
108
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.49M 145,779 +19,686 +16%
MSRI
109
Michael S. Ryan Inc
New York
$3.39M 141,532 -241 -0.2%
NG
110
Novem Group
New York
$3.39M 141,403 +141,403 New
ST
111
Sabal Trust
Florida
$3.34M 139,287 +31,560 +29%
WI
112
WrapManager Inc
California
$3.28M 136,809 +4,857 +4%
MGIA
113
Matthew Goff Investment Advisor
Texas
$3.21M 133,972 +7,547 +6%
SFB
114
STAR Financial Bank
Indiana
$3.16M 132,086 +2,803 +2%
SWA
115
Sightline Wealth Advisors
Connecticut
$3.14M 130,959 -4,083 -3%
SF
116
Safeguard Financial
Wisconsin
$3.12M 130,190 +37,185 +40%
FCM
117
Fortis Capital Management
Washington
$3.08M 128,542 -1,086 -0.8%
EPW
118
Evergreen Private Wealth
Colorado
$3.05M 127,280 +2,739 +2%
Renaissance Technologies
119
Renaissance Technologies
New York
$3.02M 125,900 +55,600 +79%
EWA
120
EP Wealth Advisors
California
$3.01M 125,786 +20,315 +19%
PWP
121
Precedent Wealth Partners
Texas
$3M 125,236 -13,652 -10%
IWC
122
Integrated Wealth Concepts
Massachusetts
$2.99M 124,898 -1,461 -1%
FWMM
123
Foundation Wealth Management (Missouri)
Missouri
$2.95M 122,986 +2,005 +2%
RF
124
Robbins Farley
New Hampshire
$2.91M 121,258 -59,546 -33%
QFA
125
Quantum Financial Advisors
California
$2.77M 115,475 +9,494 +9%
3 4
5
6 7