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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 %
PCIA
151
Prime Capital Investment Advisors
Kansas
$1.13M -$94.8K -3,994 -8%
ACM
152
Arcataur Capital Management
Wisconsin
$1.11M +$1.11M +46,940 New
CCM
153
Crew Capital Management
Ohio
$1.1M -$338K -14,238 -23%
HS
154
Horan Securities
United States
$1.09M +$148K +6,218 +16%
FNB
155
Farmers National Bank
Kentucky
$1.06M -$34.9K -1,470 -3%
GI
156
GAMMA Investing
California
$1.06M +$519K +21,854 +96%
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$1.02M -$94K -3,960 -8%
4WM
158
4J Wealth Management
Virginia
$987K +$42.5K +1,789 +4%
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$971K +$41.4K +1,743 +4%
EWA
160
EP Wealth Advisors
California
$946K -$14.6K -616 -2%
FNT
161
First National Trust
Pennsylvania
$926K +$385K +16,210 +71%
RFN
162
Redwood Financial Network
Ohio
$915K +$28.7K +1,208 +3%
BSAM
163
Blue Square Asset Management
New York
$913K +$913K +38,467 New
APW
164
Austin Private Wealth
Texas
$911K +$329K +13,869 +57%
BMM
165
Buffington Mohr McNeal
Idaho
$911K +$497K +20,963 +120%
BC
166
Barrett & Company
Rhode Island
$910K +$1.76K +74 +0.2%
MSWM
167
McGlone Suttner Wealth Management
Wisconsin
$906K -$258K -10,794 -22%
BFG
168
Beacon Financial Group
Texas
$905K +$95K +4,004 +12%
VA
169
Valmark Advisers
Ohio
$892K -$424K – –
BSSFA
170
Baron Silver Stevens Financial Advisors
Florida
$873K -$868K – –
MFG
171
Mendota Financial Group
Wisconsin
$870K +$9.42K +397 +1%
MAS
172
Madden Advisory Services
Florida
$864K +$234K +9,860 +37%
BEI
173
Benjamin Edwards Inc
Missouri
$854K +$84.2K +3,547 +11%
RFC
174
Regions Financial Corp
Alabama
$838K +$82.2K +3,466 +11%
HH
175
Hilltop Holdings
Texas
$830K +$150K +6,319 +22%
5 6
7
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