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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

301 hedge funds and large institutions have $1.78B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

198% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 54

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

16% more capital invested

Capital invested by funds: $1.53B → $1.78B (+$251M)

11% more funds holding

Funds holding: 271 → 301 (+30)

2.92% less ownership

Funds ownership: 77.59% → 74.67% (-2.9%)

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
4.34%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
46
Increased
161
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SRC
Shufro Rose & Co
New York
+$121M
2
Ameriprise
Ameriprise
Minnesota
+$81.4M
3
Bank of America
Bank of America
North Carolina
+$16.1M
4
SSWG
Seven Springs Wealth Group
Tennessee
+$10.9M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.73M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$62.7M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$44.4M
3
NA
NewEdge Advisors
Louisiana
-$25M
4
ACM
Advisors Capital Management
New Jersey
-$7.38M
5
CIA
Capital Investment Advisors
Georgia
-$3.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
176
Chesley Taft & Associates
Illinois
$686K +$152K +6,400 +29%
HH
177
Hilltop Holdings
Texas
$682K +$10K +420 +1%
MA
178
Mutual Advisors
Nebraska
$680K +$59.1K +2,484 +10%
ECM
179
Exchange Capital Management
Michigan
$679K +$209K +8,759 +44%
SFO
180
Stokes Family Office
Louisiana
$641K – – –
HAC
181
Harbor Advisory Corp
New Hampshire
$635K +$8.57K +360 +1%
MAS
182
Madden Advisory Services
Florida
$632K +$218K +9,151 +53%
PI
183
PFG Investments
New York
$632K +$632K +26,544 New
CPRC
184
Consolidated Portfolio Review Corp
New York
$629K +$630K +26,444 New
DWT
185
Dorsey & Whitney Trust
South Dakota
$619K – – –
FIB
186
First Interstate Bank
Montana
$614K – – –
RSWA
187
Robinson Smith Wealth Advisors
Maine
$605K +$193K +8,100 +47%
HBT
188
Heartland Bank & Trust
Illinois
$590K +$591K +24,803 New
GBWM
189
Granite Bay Wealth Management
New Hampshire
$590K -$44.4M -1,863,358 -99%
CSPAM
190
Cary Street Partners Asset Management
Virginia
$589K -$74K -3,110 -11%
APW
191
Austin Private Wealth
Texas
$581K +$266K +11,167 +84%
OMC
192
Old Mission Capital
Illinois
$571K +$572K +24,007 New
PGAM
193
Princeton Global Asset Management
New Jersey
$565K -$26.7K -1,122 -5%
CWM
194
Cornerstone Wealth Management
Missouri
$559K +$11.3K +474 +2%
FNT
195
First National Trust
Pennsylvania
$543K +$543K +22,800 New
GI
196
GAMMA Investing
California
$542K +$542K +22,771 New
CAN
197
Cetera Advisor Networks
California
$537K +$167K +7,010 +45%
AGP
198
Autumn Glory Partners
Texas
$532K – – –
HIA
199
Harbor Investment Advisory
Maryland
$520K +$520K +21,850 New
EW
200
Element Wealth
Mississippi
$517K +$167K +6,994 +47%
6 7
8
9 10

IBDS Hedge Fund Activity: Q1 2024 in Review

301 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q1 2024, worth a combined $1.78B — up 16% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IBDS positions and 15 closed out — a net gain of 31 holders — while 161 added to existing stakes and 54 trimmed.

The largest buyer was Shufro Rose & Co, adding an estimated $121M. The largest seller was Morgan Stanley, cutting an estimated $62.7M.

  • 301 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q1 2024, up from 271 in Q4 2023.
  • Funds reported $1.78B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q1 2024, up 16% quarter-over-quarter.
  • 46 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q1 2024 and 15 closed out, a net change of +31 holders.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q1 2024 was Shufro Rose & Co, an estimated $121M added.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $62.7M sold.

Based on aggregated 13F filings for Q1 2024.