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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

173 hedge funds and large institutions have $1.11B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 5

304% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 23

23% more capital invested

Capital invested by funds: $900M → $1.11B (+$206M)

18% more funds holding

Funds holding: 147 → 173 (+26)

0.2% more ownership

Funds ownership: 79.03% → 79.23% (+0.2%)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
173
Holders Change
+26
Holders Change %
+17.69%
% of All Funds
2.76%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
33
Increased
93
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
Miracle Mile Advisors
California
+$34.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$18.5M
3
NA
NewEdge Advisors
Louisiana
+$16.4M
4
Ameriprise
Ameriprise
Minnesota
+$14M
5
HighTower Advisors
HighTower Advisors
Illinois
+$12.9M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$23.4M
2
SVWAG
Sound View Wealth Advisors Group
Georgia
-$2.7M
3
OMC
Old Mission Capital
Illinois
-$1.69M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.12M
5
SIC
Sigma Investment Counselors
Michigan
-$605K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
126
McGlone Suttner Wealth Management
Wisconsin
$386K +$383K +16,221 New
OCAM
127
Onex Canada Asset Management
Ontario, Canada
$382K – – –
WJA
128
Willis Johnson & Associates
Texas
$344K +$341K +14,425 New
4WM
129
4J Wealth Management
Virginia
$339K +$336K +14,214 New
TB
130
Treynor Bancshares
Iowa
$325K +$1.25K +53 +0.4%
PA
131
Parallel Advisors
California
$320K +$317K +13,420 New
WCP
132
Wick Capital Partners
Pennsylvania
$315K -$78.3K -3,317 -20%
CWS
133
Cypress Wealth Services
California
$313K – – –
TFS
134
Thoroughbred Financial Services
Tennessee
$310K +$10.3K +438 +3%
FMWA
135
Forvis Mazars Wealth Advisors
Missouri
$304K – – –
HCM
136
Howland Capital Management
Massachusetts
$301K +$299K +12,647 New
SWP
137
Summit Wealth Partners
Florida
$300K +$68.8K +2,913 +30%
ICG
138
InterOcean Capital Group
Tennessee
$297K +$295K +12,480 New
BSSFA
139
Baron Silver Stevens Financial Advisors
Florida
$294K – – –
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$290K +$233K +9,876 +428%
MA
141
Mutual Advisors
Nebraska
$276K -$13.2K -560 -5%
MWP
142
Meredith Wealth Planning
Illinois
$266K +$1.6K +68 +0.6%
BWM
143
BerganKDV Wealth Management
Minnesota
$242K – – –
GBWM
144
Granite Bay Wealth Management
New Hampshire
$238K +$236K +10,000 New
RFC
145
Regions Financial Corp
Alabama
$237K +$234K +9,926 New
ACA
146
Anchor Capital Advisors
Massachusetts
$237K – – –
VCM
147
Vigilant Capital Management
Maine
$236K +$112K +4,740 +92%
RBC
148
Roble Belko & Company
Pennsylvania
$233K – – –
CFGS
149
Concourse Financial Group Securities
Alabama
$213K +$32.3K +1,367 +18%
PWM
150
Perigon Wealth Management
California
$212K +$210K +8,907 New
4 5
6
7 8

IBDS Hedge Fund Activity: Q1 2023 in Review

173 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q1 2023, worth a combined $1.11B — up 23% from $900M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IBDS positions and 5 closed out — a net gain of 28 holders — while 93 added to existing stakes and 23 trimmed.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $34.2M. The largest seller was Aptus Capital Advisors, cutting an estimated $23.4M.

  • 173 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q1 2023, up from 147 in Q4 2022.
  • Funds reported $1.11B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q1 2023, up 23% quarter-over-quarter.
  • 33 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q1 2023 and 5 closed out, a net change of +28 holders.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q1 2023 was Miracle Mile Advisors, an estimated $34.2M added.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q1 2023 was Aptus Capital Advisors, an estimated $23.4M sold.

Based on aggregated 13F filings for Q1 2023.