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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

312 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 186 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+6
Holders Change %
+1.96%
% of All Funds
4.51%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
28
Increased
186
Reduced
47
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$76.1M
2
BEI
2
Benjamin Edwards Inc
Missouri
$10.8M
3
HPC
3
HM Payson & Co
Maine
$8.93M
4
HCM
4
Howland Capital Management
Massachusetts
$19.7M
5
UBS Group
5
UBS Group
Switzerland
$54.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$39.9M
2
MMA
2
Miracle Mile Advisors
California
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.4M
4
Lido Advisors
4
Lido Advisors
California
$33.8M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
126
Covington Investment Advisors
Pennsylvania
$1.96M +$209K +8,575 +12%
IF
127
Ironwood Financial
Arizona
$1.94M +$449K +18,442 +30%
MAS
128
Madden Advisory Services
Florida
$1.91M +$1.02M +42,031 +115%
UCFA
129
United Capital Financial Advisors
Texas
$1.87M +$75.4K +3,092 +4%
RRA
130
Round Rock Advisors
Connecticut
$1.81M -$202K -8,279 -10%
VWM
131
Valley Wealth Managers
New Jersey
$1.81M +$12K +494 +0.7%
SMC
132
Smith, Moore & Co
Missouri
$1.8M +$80.3K +3,296 +5%
CCM
133
Coldstream Capital Management
Washington
$1.77M +$3.68K +151 +0.2%
Renaissance Technologies
134
Renaissance Technologies
New York
$1.71M +$322K +13,200 +23%
SCG
135
Sonata Capital Group
Washington
$1.68M +$1.68M +68,849 New
AG
136
AlTi Global
New York
$1.55M – – –
CFS
137
Cannon Financial Strategists
Georgia
$1.54M +$11.7K +481 +0.8%
CSPIA
138
Cary Street Partners Investment Advisory
Virginia
$1.53M +$167K +6,854 +12%
Mariner
139
Mariner
Kansas
$1.53M -$310K -12,721 -17%
GDP
140
Great Diamond Partners
Maine
$1.52M +$38.5K +1,580 +3%
WCG
141
Weaver Consulting Group
California
$1.52M +$49.3K +2,023 +3%
CCWA
142
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.51M -$275K -11,266 -15%
WA
143
WealthTrust Axiom
Pennsylvania
$1.49M +$48.7K +2,000 +3%
CP
144
Camelot Portfolios
Ohio
$1.48M -$1.19M -49,028 -45%
BMM
145
Buffington Mohr McNeal
Idaho
$1.44M +$505K +20,736 +54%
CPIA
146
Cornell Pochily Investment Advisors
New York
$1.44M +$253K +10,392 +21%
FCA
147
FinTrust Capital Advisors
South Carolina
$1.42M +$169K +6,934 +14%
SWM
148
Segment Wealth Management
Texas
$1.39M +$51.7K +2,120 +4%
GHA
149
Granite Harbor Advisors
Texas
$1.37M -$1.24M – –
FFIC
150
First Fiduciary Investment Counsel
Ohio
$1.37M -$71.4K -2,930 -5%
4 5
6
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