IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

147 hedge funds and large institutions have $900M invested in iShares iBonds Dec 2027 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+19
Holders Change %
+14.84%
% of All Funds
2.37%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
34
Increased
79
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$89.6M
2
CAI
2
Capital Advisors Inc
Oklahoma
$52.9M
3
CIM
3
Corda Investment Management
Texas
$16.6M
4
RW
4
RVW Wealth
California
$17.5M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$20.5M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$124M
2
GA
2
Gateway Advisory
New Jersey
$8.3M
3
KA
3
Klingman & Associates
New York
$22.8M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$12.4M
5
CIM
5
Confluence Investment Management
Missouri
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
126
IRON Financial
Illinois
$235K +$235K +10,059 New
RBC
127
Roble Belko & Company
Pennsylvania
$229K – – –
SWP
128
Summit Wealth Partners
Florida
$226K +$226K +9,670 New
CFGS
129
Concourse Financial Group Securities
Alabama
$177K -$1.01K -43 -0.6%
MCM
130
MV Capital Management
Maryland
$175K +$175K +7,493 New
HI
131
Harbour Investments
Wisconsin
$166K +$3.06K +131 +2%
HWM
132
Horizons Wealth Management
North Carolina
$158K +$102K +4,350 +180%
VNA
133
Valley National Advisers
Pennsylvania
$151K +$151K +6,385 New
BAM
134
Belpointe Asset Management
Nevada
$134K +$134K +5,751 New
WFA
135
Wells Financial Advisors
Massachusetts
$134K – – –
EW
136
Element Wealth
Mississippi
$123K +$123K +5,250 New
VCM
137
Vigilant Capital Management
Maine
$120K +$16.5K +710 +16%
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$117K -$87.3K -3,732 -43%
PIMG
139
Patriot Investment Management Group
Tennessee
$114K +$114K +4,755 New
OHWP
140
Oak Harbor Wealth Partners
North Carolina
$113K +$2.06K +88 +2%
KOCAA
141
Knights of Columbus Asset Advisors
Connecticut
$85.5K – – –
GWM
142
Geneos Wealth Management
Colorado
$79.5K – – –
PFM
143
Phillips Financial Management
Indiana
$57.8K – – –
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$54K – – –
PA
145
PSI Advisors
Florida
$45.1K +$45.1K +1,930 New
BC
146
Barrett & Company
Rhode Island
$44.4K – – –
TCWA
147
Ten Capital Wealth Advisors
Washington
$33.6K +$33.6K +1,437 New
PTC
148
Private Trust Company
Ohio
$26K -$139 -6 -0.5%
M
149
MOTCO
Texas
$23.1K – – –
AAG
150
Armstrong Advisory Group
Massachusetts
$20K +$20K +855 New
3 4 5
6
7