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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

212 hedge funds and large institutions have $1.23B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 38 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+29
Holders Change %
+15.85%
% of All Funds
3.38%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
38
Increased
109
Reduced
38
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$58.4M
2
KA
2
Klingman & Associates
New York
$24.6M
3
Bank of America
3
Bank of America
North Carolina
$130M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.8M
5
Wells Fargo
5
Wells Fargo
California
$18.3M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$25.2M
2
CIM
2
Corda Investment Management
Texas
$0
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$2.39M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$17.8M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCCM
126
Timber Creek Capital Management
Massachusetts
$718K -$30.7K -1,326 -4%
CFS
127
Cannon Financial Strategists
Georgia
$696K +$6.92K +299 +1%
CSPAM
128
Cary Street Partners Asset Management
Virginia
$684K +$684K +29,557 New
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$675K -$90.8K -3,922 -12%
SAG
130
SageView Advisory Group
California
$674K +$67.5K +2,916 +11%
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$668K +$1.48K +64 +0.2%
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$640K -$102K -4,411 -14%
RSWM
133
Robertson Stephens Wealth Management
California
$637K -$646K – –
ST
134
Spinnaker Trust
Maine
$627K +$627K +27,091 New
HAC
135
Harbor Advisory Corp
New Hampshire
$609K +$609K +26,335 New
CAN
136
Cetera Advisor Networks
California
$605K +$145K +6,275 +32%
DWT
137
Dorsey & Whitney Trust
South Dakota
$602K – – –
FIB
138
First Interstate Bank
Montana
$597K – – –
ADL
139
Asset Dedication LLC
California
$577K -$12.6K -545 -2%
ICG
140
InterOcean Capital Group
Tennessee
$569K +$181K +7,813 +47%
FMWA
141
Forvis Mazars Wealth Advisors
Missouri
$547K -$300K – –
PGAM
142
Princeton Global Asset Management
New Jersey
$535K -$157K -6,770 -23%
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$525K +$525K +22,692 New
CA
144
Cetera Advisors
Colorado
$514K +$39.3K +1,700 +8%
OMC
145
Old Mission Capital
Illinois
$512K +$208K +8,985 +68%
CWM
146
Cornerstone Wealth Management
Missouri
$508K +$57.2K +2,472 +13%
AF
147
Allworth Financial
California
$508K +$902 +39 +0.2%
WCM
148
Windsor Capital Management
Arizona
$503K +$503K +21,735 New
AGP
149
Autumn Glory Partners
Texas
$501K +$148K +6,414 +42%
FCM
150
Fortis Capital Management
Washington
$498K +$498K +21,511 New
4 5
6
7 8