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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.

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

Top Sellers

1
SRC
Shufro Rose & Co
New York
$82.2M
2
Lido Advisors
Lido Advisors
California
$46.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$32.6M
4
KA
Klingman & Associates
New York
$24.1M
5
ACA
Aptus Capital Advisors
Alabama
$51.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFIC
151
First Fiduciary Investment Counsel
Ohio
$1.68M +$328K +13,708 +24%
LIA
152
LBMC Investment Advisors
Tennessee
$1.66M +$1.38M +57,751 +497%
MSWM
153
McGlone Suttner Wealth Management
Wisconsin
$1.66M +$593K +24,766 +56%
CCM
154
Coldstream Capital Management
Washington
$1.62M -$119K -4,986 -7%
CTA
155
Chesley Taft & Associates
Illinois
$1.58M +$656K +27,370 +71%
WCG
156
Weaver Consulting Group
California
$1.55M +$49.9K +2,082 +3%
CFS
157
Cannon Financial Strategists
Georgia
$1.53M +$22.4K +936 +1%
WA
158
WealthTrust Axiom
Pennsylvania
$1.53M +$57.5K +2,400 +4%
AG
159
AlTi Global
New York
$1.52M – – –
GDP
160
Great Diamond Partners
Maine
$1.52M +$18.4K +769 +1%
PAG
161
Private Advisor Group
New Jersey
$1.51M +$224K +9,365 +17%
GHA
162
Granite Harbor Advisors
Texas
$1.49M +$1.49M +62,371 New
CP
163
Camelot Portfolios
Ohio
$1.45M -$11.5K -478 -0.8%
CPIA
164
Cornell Pochily Investment Advisors
New York
$1.44M +$26.5K +1,106 +2%
SWM
165
Segment Wealth Management
Texas
$1.42M +$56.1K +2,340 +4%
GWCM
166
Godshalk Welsh Capital Management
Pennsylvania
$1.41M +$540K +22,550 +62%
IAN
167
Integrated Advisors Network
Texas
$1.38M +$817K +34,110 +145%
ACM
168
Arcataur Capital Management
Wisconsin
$1.36M +$133K +5,545 +11%
PCIA
169
Prime Capital Investment Advisors
Kansas
$1.36M +$75K +3,129 +6%
CWM
170
Cabot Wealth Management
Massachusetts
$1.3M +$30.1K +1,255 +2%
GAM
171
Gould Asset Management
California
$1.27M +$1.27M +52,920 New
CSIA
172
Conrad Siegel Investment Advisors
Pennsylvania
$1.26M +$223K +9,326 +21%
ACS
173
Archford Capital Strategies
Illinois
$1.26M -$38.3K -1,599 -3%
FMWA
174
Forvis Mazars Wealth Advisors
Missouri
$1.26M +$1.26M +52,571 New
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$1.24M +$76.8K +3,202 +7%
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