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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

212 hedge funds and large institutions have $1.23B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 38 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+29
Holders Change %
+15.85%
% of All Funds
3.38%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
38
Increased
109
Reduced
38
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$58.4M
2
KA
2
Klingman & Associates
New York
$24.6M
3
Bank of America
3
Bank of America
North Carolina
$130M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.8M
5
Wells Fargo
5
Wells Fargo
California
$18.3M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$25.2M
2
CIM
2
Corda Investment Management
Texas
$0
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$2.39M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$17.8M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
176
Anchor Capital Advisors
Massachusetts
$260K +$29.9K +1,290 +13%
TB
177
Treynor Bancshares
Iowa
$253K +$1.94K +84 +0.8%
WCP
178
Wick Capital Partners
Pennsylvania
$253K +$253K +10,932 New
WCG
179
Weaver Consulting Group
California
$252K +$252K +10,893 New
CHA
180
Cooper/Haims Advisors
New York
$248K +$248K +10,729 New
JBA
181
Johnson Bixby & Associates
Washington
$247K +$247K +10,684 New
NC
182
NovaPoint Capital
Georgia
$245K +$245K +10,590 New
MA
183
MKT Advisors
California
$235K +$235K +10,237 New
SWA
184
Sax Wealth Advisors
New Jersey
$233K +$233K +10,050 New
PB
185
Pinnacle Bancorp
Nebraska
$219K – – –
LSA
186
L & S Advisors
California
$210K +$3.08K +133 +1%
PWM
187
Perigon Wealth Management
California
$206K +$139 +6 +0.1%
AM
188
Atwater Malick
Pennsylvania
$202K – – –
HI
189
Harbour Investments
Wisconsin
$169K +$1.67K +72 +1%
HWM
190
Horizons Wealth Management
North Carolina
$157K – – –
VNA
191
Valley National Advisers
Pennsylvania
$148K – – –
PWA
192
Provenance Wealth Advisors
Florida
$143K +$143K +6,162 New
WFA
193
Wells Financial Advisors
Massachusetts
$133K – – –
GRP
194
Global Retirement Partners
California
$131K +$101K +4,412 +347%
Bessemer Group
195
Bessemer Group
New Jersey
$121K +$121K +5,250 New
AA
196
Addison Advisors
Vermont
$117K +$110K +4,770 +1,590%
OHWP
197
Oak Harbor Wealth Partners
North Carolina
$112K – – –
FHA
198
First Horizon Advisors
Tennessee
$101K +$101K +4,344 New
KOCAA
199
Knights of Columbus Asset Advisors
Connecticut
$84.6K – – –
PFM
200
Phillips Financial Management
Indiana
$83.6K +$255 +11 +0.3%
6 7
8
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