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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 %
RSWA
201
Robinson Smith Wealth Advisors
Maine
$604K – – –
GWCM
202
Godshalk Welsh Capital Management
Pennsylvania
$602K +$329K +13,849 +120%
PGAM
203
Princeton Global Asset Management
New Jersey
$583K +$19.2K +809 +3%
MA
204
Mutual Advisors
Nebraska
$570K -$115K -4,780 -17%
SWC
205
Spectrum Wealth Counsel
Indiana
$564K +$68.8K +2,899 +14%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$552K +$68.5K +2,887 +14%
RSWM
207
Robertson Stephens Wealth Management
California
$551K -$835K – –
CWM
208
Cornerstone Wealth Management
Missouri
$537K -$20.2K -850 -4%
DP
209
Dearborn Partners
Illinois
$535K +$20.1K +846 +4%
BCM
210
Brookstone Capital Management
Illinois
$519K +$128K +5,362 +33%
TFS
211
Thoroughbred Financial Services
Tennessee
$513K +$80.6K +3,399 +19%
Bank of New York Mellon
212
Bank of New York Mellon
New York
$510K +$173K +7,279 +51%
Comerica Bank
213
Comerica Bank
Texas
$497K -$4.65K -196 -0.9%
IAN
214
Integrated Advisors Network
Texas
$495K +$1.95K +82 +0.4%
1WM
215
1900 Wealth Management
Texas
$493K – – –
PFM
216
Phillips Financial Management
Indiana
$472K +$324K +13,669 +219%
BWM
217
BCS Wealth Management
Tennessee
$466K – – –
Neuberger Berman Group
218
Neuberger Berman Group
New York
$466K +$28.9K +1,217 +7%
LF
219
Lee Financial
Texas
$461K -$462K – –
AWM
220
Alterna Wealth Management
Texas
$459K +$33.4K +1,406 +8%
YWM
221
Yoder Wealth Management
California
$446K – – –
SPWM
222
Straight Path Wealth Management
Michigan
$441K +$117K +4,925 +36%
B
223
Bellecapital
Switzerland
$439K – – –
SWP
224
Summit Wealth Partners
Florida
$426K +$20.1K +845 +5%
AMM
225
American Money Management
California
$419K -$14.1K -596 -3%
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9
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