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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 %
Focus Partners Wealth
201
Focus Partners Wealth
Massachusetts
$374K +$374K +15,612 New
PP
202
Prosperity Planning
Missouri
$373K – – –
CAN
203
Cetera Advisor Networks
California
$372K -$254K -10,611 -41%
DSC
204
Duncker Streett & Co
Missouri
$365K – – –
MA
205
MKT Advisors
California
$365K +$121K +5,095 +50%
EW
206
Element Wealth
Mississippi
$353K +$50.6K +2,114 +17%
WJA
207
Willis Johnson & Associates
Texas
$336K – – –
USWIA
208
UP Strategic Wealth Investment Advisors
Pennsylvania
$336K +$336K +14,030 New
Baird Financial Group
209
Baird Financial Group
Wisconsin
$330K +$330K +13,777 New
RBC
210
Roble Belko & Company
Pennsylvania
$327K +$36.9K +1,539 +13%
SPWM
211
Straight Path Wealth Management
Michigan
$327K +$327K +13,646 New
Renaissance Technologies
212
Renaissance Technologies
New York
$320K +$320K +13,389 New
APW
213
Austin Private Wealth
Texas
$320K +$320K +13,366 New
AWM
214
Avior Wealth Management
Nebraska
$301K – – –
NDSI
215
Newman Dignan & Sheerar Inc
Rhode Island
$298K +$298K +12,470 New
SF
216
Safeguard Financial
Wisconsin
$296K +$296K +12,366 New
BMM
217
Buffington Mohr McNeal
Idaho
$295K +$295K +12,324 New
MWP
218
Meredith Wealth Planning
Illinois
$275K +$2.06K +86 +0.8%
WCG
219
Weaver Consulting Group
California
$273K +$12K +500 +5%
CWS
220
Cypress Wealth Services
California
$271K – – –
PWM
221
Perigon Wealth Management
California
$270K +$56.3K +2,351 +26%
ACA
222
Anchor Capital Advisors
Massachusetts
$269K – – –
TB
223
Treynor Bancshares
Iowa
$264K +$2.73K +114 +1%
PS
224
Principal Securities
Iowa
$263K +$263K +10,972 New
MOS
225
MGO One Seven
Ohio
$262K +$262K +10,960 New
7 8
9
10 11