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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

348 hedge funds and large institutions have $2.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+36
Holders Change %
+11.54%
% of All Funds
4.63%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.28%
New
64
Increased
199
Reduced
43
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPC
HM Payson & Co
Maine
$66.2M
2
VVP
Venture Visionary Partners
Ohio
$20.5M
3
Corient Private Wealth
Corient Private Wealth
Florida
$17.2M
4
SAM
Summit Asset Management
Tennessee
$15.8M
5
Bank of America
Bank of America
North Carolina
$186M

Top Sellers

1
SRC
Shufro Rose & Co
New York
$82.2M
2
Lido Advisors
Lido Advisors
California
$46.1M
3
HighTower Advisors
HighTower Advisors
Illinois
$32.6M
4
KA
Klingman & Associates
New York
$24.1M
5
ACA
Aptus Capital Advisors
Alabama
$51.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
176
Element Wealth
Mississippi
$1.24M +$34.5K +1,439 +3%
BC
177
Barrett & Company
Rhode Island
$1.22M +$297K +12,389 +32%
RWP
178
Reliant Wealth Planning
Kentucky
$1.2M +$442K +18,457 +58%
NEPWA
179
New England Private Wealth Advisors
Massachusetts
$1.19M +$1.19M +49,566 New
MIH
180
Meitav Investment House
Israel
$1.19M – – –
4WM
181
4J Wealth Management
Virginia
$1.18M +$147K +6,144 +14%
BFG
182
Beacon Financial Group
Texas
$1.17M +$328K +13,673 +39%
MBT
183
Montecito Bank & Trust
California
$1.17M +$122K +5,101 +12%
CSP
184
Cary Street Partners
Virginia
$1.15M +$1.15M +48,059 New
Comerica Bank
185
Comerica Bank
Texas
$1.13M +$216K +8,997 +24%
OPS
186
Orion Portfolio Solutions
Nebraska
$1.12M +$1.12M +46,542 New
BCI
187
Brinker Capital Investments
Pennsylvania
$1.12M +$1.12M +46,542 New
JIR
188
James Investment Research
Ohio
$1.11M -$2.64K -110 -0.2%
RFN
189
Redwood Financial Network
Ohio
$1.1M +$127K +5,305 +13%
APW
190
Austin Private Wealth
Texas
$1.08M +$1.08M +45,013 New
JWCA
191
J.W. Cole Advisors
Florida
$1.07M -$1.32M -54,300 Closed
MML Investors Services
192
MML Investors Services
Massachusetts
$1.04M +$88.4K +3,691 +9%
FNB
193
Farmers National Bank
Kentucky
$1.03M +$1.03M +43,151 New
Focus Partners Wealth
194
Focus Partners Wealth
Massachusetts
$1.03M -$297K -12,400 -22%
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$1.02M -$304K -12,678 -23%
BSAM
196
Blue Square Asset Management
New York
$1M -$4.58K -191 -0.5%
RFC
197
Regions Financial Corp
Alabama
$980K +$54K +2,252 +6%
HIA
198
Harbor Investment Advisory
Maryland
$972K +$25.8K +1,077 +3%
HS
199
Horan Securities
United States
$970K -$74.5K -3,108 -7%
BL
200
Balentine LLC
Georgia
$951K +$951K +39,703 New
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8
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