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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 %
Focus Partners Wealth
176
Focus Partners Wealth
Massachusetts
$813K +$443K +18,660 +120%
TCCM
177
Timber Creek Capital Management
Massachusetts
$807K -$17.4K -732 -2%
BONH
178
Bank of New Hampshire
New Hampshire
$794K -$17.8K -750 -2%
Citadel Advisors
179
Citadel Advisors
Florida
$772K +$772K +32,540 New
MML Investors Services
180
MML Investors Services
Massachusetts
$772K +$5.65K +238 +0.7%
FIB
181
First Interstate Bank
Montana
$770K +$157K +6,634 +26%
EWM
182
Executive Wealth Management
Michigan
$767K +$342K +14,396 +80%
MW
183
Members Wealth
Pennsylvania
$764K +$764K +31,650 New
CTA
184
Chesley Taft & Associates
Illinois
$763K +$78.3K +3,300 +11%
HBT
185
Heartland Bank & Trust
Illinois
$762K +$174K +7,322 +30%
CSIA
186
Conrad Siegel Investment Advisors
Pennsylvania
$736K +$736K +31,007 New
EW
187
Element Wealth
Mississippi
$734K +$218K +9,200 +42%
CPRC
188
Consolidated Portfolio Review Corp
New York
$734K +$106K +4,487 +17%
OMC
189
Old Mission Capital
Illinois
$718K +$148K +6,255 +26%
HAC
190
Harbor Advisory Corp
New Hampshire
$701K +$67.6K +2,850 +11%
MBT
191
Montecito Bank & Trust
California
$684K +$290K +12,224 +74%
ECM
192
Exchange Capital Management
Michigan
$677K – – –
HIA
193
Harbor Investment Advisory
Maryland
$676K +$158K +6,646 +30%
RWP
194
Reliant Wealth Planning
Kentucky
$663K +$206K +8,670 +45%
CSPAM
195
Cary Street Partners Asset Management
Virginia
$661K +$74.2K +3,128 +13%
BSG
196
Black Swift Group
Colorado
$660K +$362K +15,250 +122%
SFO
197
Stokes Family Office
Louisiana
$639K – – –
AGP
198
Autumn Glory Partners
Texas
$636K +$106K +4,460 +20%
DWT
199
Dorsey & Whitney Trust
South Dakota
$617K – – –
RCA
200
Resonant Capital Advisors
Wisconsin
$606K +$151K +6,352 +33%
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