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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

312 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 186 increasing their positions, 47 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+6
Holders Change %
+1.96%
% of All Funds
4.51%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
28
Increased
186
Reduced
47
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$76.1M
2
BEI
2
Benjamin Edwards Inc
Missouri
$10.8M
3
HPC
3
HM Payson & Co
Maine
$8.93M
4
HCM
4
Howland Capital Management
Massachusetts
$19.7M
5
UBS Group
5
UBS Group
Switzerland
$54.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$39.9M
2
MMA
2
Miracle Mile Advisors
California
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$30.4M
4
Lido Advisors
4
Lido Advisors
California
$33.8M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
176
MML Investors Services
Massachusetts
$968K +$174K +7,158 +22%
TCCM
177
Timber Creek Capital Management
Massachusetts
$967K +$138K +5,647 +17%
HIA
178
Harbor Investment Advisory
Maryland
$962K +$268K +10,977 +39%
CTA
179
Chesley Taft & Associates
Illinois
$944K +$161K +6,600 +21%
RFC
180
Regions Financial Corp
Alabama
$942K +$81.1K +3,326 +9%
BC
181
Barrett & Company
Rhode Island
$940K +$6K +246 +0.6%
CCM
182
Crew Capital Management
Ohio
$931K -$200K -8,222 -18%
Comerica Bank
183
Comerica Bank
Texas
$926K +$416K +17,068 +81%
Jane Street
184
Jane Street
New York
$920K -$1.25M -51,489 -58%
BSSFA
185
Baron Silver Stevens Financial Advisors
Florida
$905K +$905K +37,139 New
HH
186
Hilltop Holdings
Texas
$885K +$33.1K +1,358 +4%
GWCM
187
Godshalk Welsh Capital Management
Pennsylvania
$881K +$263K +10,801 +43%
BFG
188
Beacon Financial Group
Texas
$852K -$77.5K -3,180 -8%
CPRC
189
Consolidated Portfolio Review Corp
New York
$801K +$46.8K +1,922 +6%
BONH
190
Bank of New Hampshire
New Hampshire
$793K -$23.2K -950 -3%
FIB
191
First Interstate Bank
Montana
$791K – – –
RWP
192
Reliant Wealth Planning
Kentucky
$771K +$90.3K +3,705 +13%
BSG
193
Black Swift Group
Colorado
$760K +$82.9K +3,400 +12%
HAC
194
Harbor Advisory Corp
New Hampshire
$720K – – –
OC
195
Oppenheimer & Co
New York
$694K +$694K +28,476 New
BCM
196
Brookstone Capital Management
Illinois
$692K +$163K +6,700 +31%
ECM
197
Exchange Capital Management
Michigan
$682K -$13.4K -550 -2%
CSPAM
198
Cary Street Partners Asset Management
Virginia
$679K – – –
SFO
199
Stokes Family Office
Louisiana
$656K – – –
RWM
200
Ritholtz Wealth Management
New York
$649K -$676K -27,740 -51%
6 7
8
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