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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

271 hedge funds and large institutions have $1.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 129 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+59
Holders Change %
+27.83%
% of All Funds
3.97%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
68
Increased
129
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$134M
2
KCM
Kathmere Capital Management
Pennsylvania
$20.7M
3
Bank of America
Bank of America
North Carolina
$148M
4
VVP
Venture Visionary Partners
Ohio
$11.2M
5
UBS Group
UBS Group
Switzerland
$44M

Top Sellers

1
KA
Klingman & Associates
New York
$26M
2
Corient Private Wealth
Corient Private Wealth
Florida
$0
3
HighTower Advisors
HighTower Advisors
Illinois
$22.9M
4
GBWM
Granite Bay Wealth Management
New Hampshire
$44M
5
Ameriprise
Ameriprise
Minnesota
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
126
Granite Harbor Advisors
Texas
$1.09M -$431 -18 -0%
SWM
127
Segment Wealth Management
Texas
$1.08M +$162K +6,750 +18%
FNB
128
Farmers National Bank
Kentucky
$1.05M -$6.2K -259 -0.6%
IF
129
Ironwood Financial
Arizona
$1.04M +$160K +6,696 +18%
NG
130
Northstar Group
New York
$1.04M – – –
Mariner
131
Mariner
Kansas
$985K +$199K +8,307 +25%
EWA
132
EP Wealth Advisors
California
$969K +$641K +26,799 +195%
BSAM
133
Blue Square Asset Management
New York
$937K -$18.2K -762 -2%
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$921K +$135K +5,624 +17%
BC
135
Barrett & Company
Rhode Island
$914K +$488K +20,394 +115%
4WM
136
4J Wealth Management
Virginia
$910K +$21.1K +882 +2%
MSWM
137
McGlone Suttner Wealth Management
Wisconsin
$906K +$159K +6,635 +21%
DADC
138
D.A. Davidson & Co
Montana
$903K -$242K -10,115 -21%
SCG
139
Sonata Capital Group
Washington
$895K +$895K +37,415 New
SFS
140
Sowell Financial Services
Arkansas
$876K +$876K +36,613 New
CCM
141
Crew Capital Management
Ohio
$873K +$47.4K +1,980 +6%
CWM
142
Cabot Wealth Management
Massachusetts
$870K +$36.2K +1,512 +4%
MML Investors Services
143
MML Investors Services
Massachusetts
$868K -$112K -4,676 -11%
GRP
144
Global Retirement Partners
California
$856K +$720K +30,071 +529%
BEI
145
Benjamin Edwards Inc
Missouri
$842K -$5.96K -249 -0.7%
RFN
146
Redwood Financial Network
Ohio
$839K -$45.7K -1,910 -5%
SP
147
Stonebrook Private
Michigan
$812K +$812K +33,920 New
BONH
148
Bank of New Hampshire
New Hampshire
$807K -$7.18K -300 -0.9%
TCCM
149
Timber Creek Capital Management
Massachusetts
$807K +$63.9K +2,671 +9%
AWM
150
AE Wealth Management
Kansas
$801K -$1.11M -46,390 -58%
4 5
6
7 8