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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 %
AGP
201
Autumn Glory Partners
Texas
$643K -$10.4K -426 -2%
ATC
202
Adirondack Trust Company
New York
$638K +$216K +8,886 +51%
Bank of New York Mellon
203
Bank of New York Mellon
New York
$635K +$110K +4,532 +21%
DWT
204
Dorsey & Whitney Trust
South Dakota
$634K – – –
PGAM
205
Princeton Global Asset Management
New Jersey
$631K +$32.9K +1,350 +5%
RSWA
206
Robinson Smith Wealth Advisors
Maine
$624K +$3.68K +151 +0.6%
CWM
207
Cornerstone Wealth Management
Missouri
$592K +$40.5K +1,661 +7%
SWC
208
Spectrum Wealth Counsel
Indiana
$579K – – –
IAN
209
Integrated Advisors Network
Texas
$575K +$66.6K +2,734 +13%
Baird Financial Group
210
Baird Financial Group
Wisconsin
$574K +$7.14K +293 +1%
RSWM
211
Robertson Stephens Wealth Management
California
$566K -$551K – –
DP
212
Dearborn Partners
Illinois
$554K +$4.56K +187 +0.8%
FTUS
213
Flow Traders U.S.
New York
$543K +$543K +22,297 New
PFM
214
Phillips Financial Management
Indiana
$536K +$50.6K +2,076 +10%
MCM
215
Mattern Capital Management
Colorado
$534K +$534K +21,912 New
TFS
216
Thoroughbred Financial Services
Tennessee
$533K +$6.69K +275 +1%
1WM
217
1900 Wealth Management
Texas
$512K +$5.61K +230 +1%
Neuberger Berman Group
218
Neuberger Berman Group
New York
$500K +$21.9K +900 +5%
SPWM
219
Straight Path Wealth Management
Michigan
$488K +$35.3K +1,449 +8%
MA
220
Mutual Advisors
Nebraska
$485K -$88.7K -3,674 -15%
BWM
221
BCS Wealth Management
Tennessee
$479K – – –
JCM
222
Jacobi Capital Management
Pennsylvania
$477K +$477K +19,563 New
RJT
223
Raymond James Trust
Florida
$477K +$55.5K +2,277 +13%
AWM
224
Alterna Wealth Management
Texas
$475K +$3.34K +137 +0.7%
LF
225
Lee Financial
Texas
$474K +$474K +19,430 New
7 8
9
10 11