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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
DP
201
Dearborn Partners
Illinois
$516K +$25.4K +1,066 +5%
Comerica Bank
202
Comerica Bank
Texas
$503K -$56K -2,351 -10%
SWC
203
Spectrum Wealth Counsel
Indiana
$497K – – –
1WM
204
1900 Wealth Management
Texas
$494K – – –
IAN
205
Integrated Advisors Network
Texas
$494K +$494K +20,759 New
NC
206
NovaPoint Capital
Georgia
$488K -$84.2K -3,538 -15%
Baird Financial Group
207
Baird Financial Group
Wisconsin
$485K +$157K +6,590 +48%
BWM
208
BCS Wealth Management
Tennessee
$468K +$249K +10,447 +113%
LF
209
Lee Financial
Texas
$462K -$463K -19,430 Closed
RWP
210
Reliant Wealth Planning
Kentucky
$458K – – –
RCA
211
Resonant Capital Advisors
Wisconsin
$457K +$457K +19,204 New
YWM
212
Yoder Wealth Management
California
$447K +$448K +18,800 New
B
213
Bellecapital
Switzerland
$440K – – –
Neuberger Berman Group
214
Neuberger Berman Group
New York
$438K +$438K +18,415 New
AMM
215
American Money Management
California
$435K -$35.7K -1,498 -8%
TFS
216
Thoroughbred Financial Services
Tennessee
$433K -$43.6K -1,833 -9%
AWM
217
Alterna Wealth Management
Texas
$427K +$427K +17,938 New
PJSIMP
218
P.J. Schmidt Investment Management (PJS)
Wisconsin
$426K +$357 +15 +0.1%
EWM
219
Executive Wealth Management
Michigan
$424K +$173K +7,273 +68%
VA
220
Valmark Advisers
Ohio
$424K – – –
BMM
221
Buffington Mohr McNeal
Idaho
$415K +$121K +5,098 +41%
SWP
222
Summit Wealth Partners
Florida
$407K -$29.3K -1,229 -7%
MBT
223
Montecito Bank & Trust
California
$395K +$395K +16,605 New
BCM
224
Brookstone Capital Management
Illinois
$389K +$389K +16,345 New
Focus Partners Wealth
225
Focus Partners Wealth
Massachusetts
$372K – – –
7 8
9
10 11

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.