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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

306 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 188 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
4.45%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
26
Increased
188
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KA
Klingman & Associates
New York
$24.3M
2
ACA
Aptus Capital Advisors
Alabama
$53.7M
3
Bank of America
Bank of America
North Carolina
$171M
4
SRC
Shufro Rose & Co
New York
$129M
5
MMA
Miracle Mile Advisors
California
$42.4M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$28.5M
2
Corient Private Wealth
Corient Private Wealth
Florida
$18.1M
3
Lido Advisors
Lido Advisors
California
$21.9M
4
VVP
Venture Visionary Partners
Ohio
$13.1M
5
ACM
Advisors Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
126
Smith, Moore & Co
Missouri
$1.67M +$468K +19,714 +39%
SFB
127
STAR Financial Bank
Indiana
$1.63M +$1.63M +68,550 New
ST
128
Sabal Trust
Florida
$1.58M +$1.58M +66,750 New
AG
129
AlTi Global
New York
$1.51M +$1.51M +63,500 New
CFS
130
Cannon Financial Strategists
Georgia
$1.48M +$720K +30,324 +94%
IF
131
Ironwood Financial
Arizona
$1.45M +$307K +12,918 +27%
SF
132
Safeguard Financial
Wisconsin
$1.45M +$738K +31,096 +104%
GDP
133
Great Diamond Partners
Maine
$1.45M -$35.1K -1,481 -2%
WCG
134
Weaver Consulting Group
California
$1.43M +$67.2K +2,833 +5%
SFS
135
Sowell Financial Services
Arkansas
$1.42M +$407K +17,153 +40%
WA
136
WealthTrust Axiom
Pennsylvania
$1.41M -$16.6K -700 -1%
FFIC
137
First Fiduciary Investment Counsel
Ohio
$1.41M -$119 -5 -0%
Renaissance Technologies
138
Renaissance Technologies
New York
$1.35M +$1M +42,217 +284%
CSPIA
139
Cary Street Partners Investment Advisory
Virginia
$1.33M +$279K +11,747 +27%
ACS
140
Archford Capital Strategies
Illinois
$1.32M +$38.8K +1,633 +3%
SWM
141
Segment Wealth Management
Texas
$1.3M +$95.9K +4,040 +8%
RWM
142
Ritholtz Wealth Management
New York
$1.29M -$34.2K -1,440 -3%
FMWA
143
Forvis Mazars Wealth Advisors
Missouri
$1.27M +$1.27M +53,531 New
MIH
144
Meitav Investment House
Israel
$1.27M – – –
GHA
145
Granite Harbor Advisors
Texas
$1.24M -$1.22M -51,389 Closed
FCA
146
FinTrust Capital Advisors
South Carolina
$1.22M +$76.5K +3,225 +7%
CWM
147
Cabot Wealth Management
Massachusetts
$1.2M +$244K +10,274 +26%
JIR
148
James Investment Research
Ohio
$1.18M +$919K +38,719 +349%
CPIA
149
Cornell Pochily Investment Advisors
New York
$1.15M -$168K -7,069 -13%
PAG
150
Private Advisor Group
New Jersey
$1.14M +$278K +11,699 +32%
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