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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

348 hedge funds and large institutions have $2.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 43 reducing their positions, and 21 closing their positions.

Holders
348
Holders Change
+36
Holders Change %
+11.54%
% of All Funds
4.63%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.28%
New
64
Increased
199
Reduced
43
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
1
HM Payson & Co
Maine
$66.2M
2
VVP
2
Venture Visionary Partners
Ohio
$20.5M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$17.2M
4
SAM
4
Summit Asset Management
Tennessee
$15.8M
5
Bank of America
5
Bank of America
North Carolina
$186M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$82.2M
2
Lido Advisors
2
Lido Advisors
California
$46.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$32.6M
4
KA
4
Klingman & Associates
New York
$24.1M
5
ACA
5
Aptus Capital Advisors
Alabama
$51.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
126
Stonebrook Private
Michigan
$2.76M +$259K +10,803 +10%
MA
127
MONECO Advisors
Connecticut
$2.76M +$407K +16,981 +17%
CP
128
Cornerstone Planning
North Carolina
$2.67M +$2.67M +111,553 New
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$2.58M +$1.56M +65,160 +153%
FA
130
FF Advisors
California
$2.57M -$177K -7,349 -6%
CCWA
131
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.56M +$1.07M +44,767 +72%
LF
132
LifePlan Financial
Minnesota
$2.5M +$42.1K +1,757 +2%
CA
133
Clearstead Advisors
Ohio
$2.44M +$294K +12,253 +14%
JPMorgan Chase & Co
134
JPMorgan Chase & Co
New York
$2.38M +$255K +10,632 +12%
MAS
135
Madden Advisory Services
Florida
$2.32M +$442K +18,437 +24%
ABC
136
Associated Banc-Corp
Wisconsin
$2.31M +$100K +4,189 +5%
IF
137
Ironwood Financial
Arizona
$2.26M +$353K +14,725 +19%
SMC
138
Smith, Moore & Co
Missouri
$2.23M +$469K +19,562 +27%
FFG
139
Foundry Financial Group
New Hampshire
$2.23M +$10.9K +454 +0.5%
UCFA
140
United Capital Financial Advisors
Texas
$2.22M +$374K +15,589 +20%
Mariner
141
Mariner
Kansas
$2.21M +$706K +29,486 +47%
WCP
142
Wick Capital Partners
Pennsylvania
$2.16M +$1.88M +78,611 +672%
MWM
143
Modern Wealth Management
Kansas
$2.1M +$2.1M +87,504 New
CIA
144
Covington Investment Advisors
Pennsylvania
$1.94M +$10.9K +455 +0.6%
HBT
145
Heartland Bank & Trust
Illinois
$1.92M +$814K +33,992 +74%
BMM
146
Buffington Mohr McNeal
Idaho
$1.9M +$480K +20,039 +34%
RRA
147
Round Rock Advisors
Connecticut
$1.79M +$3.28K +137 +0.2%
VWM
148
Valley Wealth Managers
New Jersey
$1.76M -$17K -711 -1%
PSIWM
149
Paradigm Strategies in Wealth Management
Minnesota
$1.68M +$1.68M +70,302 New
VA
150
Valmark Advisers
Ohio
$1.68M -$1.32M – –
4 5
6
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