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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 %
BFG
176
Beacon Financial Group
Texas
$537K +$537K +22,457 New
CTA
177
Chesley Taft & Associates
Illinois
$537K +$537K +22,434 New
AGP
178
Autumn Glory Partners
Texas
$535K +$17K +712 +3%
RFC
179
Regions Financial Corp
Alabama
$534K +$58K +2,425 +12%
SWC
180
Spectrum Wealth Counsel
Indiana
$500K +$500K +20,879 New
1WM
181
1900 Wealth Management
Texas
$497K – – –
DP
182
Dearborn Partners
Illinois
$493K +$1.84K +77 +0.4%
TFS
183
Thoroughbred Financial Services
Tennessee
$480K +$151K +6,320 +46%
RWM
184
Ritholtz Wealth Management
New York
$478K – – –
ECM
185
Exchange Capital Management
Michigan
$473K – – –
AMM
186
American Money Management
California
$473K +$550 +23 +0.1%
LF
187
Lee Financial
Texas
$465K – – –
RWP
188
Reliant Wealth Planning
Kentucky
$461K +$165K +6,904 +56%
B
189
Bellecapital
Switzerland
$443K +$443K +18,503 New
SWP
190
Summit Wealth Partners
Florida
$439K +$66.6K +2,782 +18%
CIA
191
Covington Investment Advisors
Pennsylvania
$436K +$436K +18,200 New
SG
192
Strid Group
Pennsylvania
$429K +$429K +17,921 New
PAG
193
Private Advisor Group
New Jersey
$428K -$1.89M -78,831 -82%
PJSIMP
194
P.J. Schmidt Investment Management (PJS)
Wisconsin
$427K +$95.8K +4,007 +29%
MAS
195
Madden Advisory Services
Florida
$416K +$416K +17,399 New
RSWA
196
Robinson Smith Wealth Advisors
Maine
$415K +$415K +17,335 New
RRA
197
Round Rock Advisors
Connecticut
$414K +$414K +17,318 New
DWA
198
Delap Wealth Advisory
Oregon
$407K +$407K +16,996 New
CIAS
199
CFS Investment Advisory Services
New Jersey
$405K -$89.7K -3,754 -18%
Harris Associates
200
Harris Associates
Illinois
$379K +$379K +15,825 New
6 7
8
9 10