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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 %
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$792K +$101K +4,233 +15%
BSSFA
152
Baron Silver Stevens Financial Advisors
Florida
$772K – – –
SRC
153
Shufro Rose & Co
New York
$767K – – –
SWP
154
Stratos Wealth Partners
Ohio
$749K – – –
CFS
155
Cannon Financial Strategists
Georgia
$730K +$9.57K +400 +1%
RSWM
156
Robertson Stephens Wealth Management
California
$689K -$637K – –
HH
157
Hilltop Holdings
Texas
$676K +$676K +28,233 New
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$672K +$9.84K +411 +1%
CSPAM
159
Cary Street Partners Asset Management
Virginia
$666K -$40.9K -1,710 -6%
SFO
160
Stokes Family Office
Louisiana
$645K +$215K +9,000 +50%
ICG
161
InterOcean Capital Group
Tennessee
$640K +$51.3K +2,142 +9%
HAC
162
Harbor Advisory Corp
New Hampshire
$630K – – –
MA
163
Mutual Advisors
Nebraska
$624K +$348K +14,557 +126%
DWT
164
Dorsey & Whitney Trust
South Dakota
$622K – – –
FIB
165
First Interstate Bank
Montana
$618K – – –
SMC
166
Smith, Moore & Co
Missouri
$615K +$615K +25,700 New
PGAM
167
Princeton Global Asset Management
New Jersey
$595K +$41.5K +1,736 +8%
CA
168
Cetera Advisors
Colorado
$595K +$63.5K +2,654 +12%
ADL
169
Asset Dedication LLC
California
$592K -$7.5K -312 -1%
BSG
170
Black Swift Group
Colorado
$589K -$1.06M -44,305 -64%
NC
171
NovaPoint Capital
Georgia
$576K +$322K +13,462 +127%
FMWA
172
Forvis Mazars Wealth Advisors
Missouri
$567K -$547K – –
Comerica Bank
173
Comerica Bank
Texas
$562K +$225K +9,409 +67%
MFG
174
Mendota Financial Group
Wisconsin
$562K +$562K +23,481 New
CWM
175
Cornerstone Wealth Management
Missouri
$551K +$25K +1,044 +5%
5 6
7
8 9