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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 %
BSSFA
201
Baron Silver Stevens Financial Advisors
Florida
$951K +$60.7K +2,533 +7%
PWA
202
Provenance Wealth Advisors
Florida
$948K +$503K +21,007 +113%
CPRC
203
Consolidated Portfolio Review Corp
New York
$924K +$137K +5,714 +17%
PGAM
204
Princeton Global Asset Management
New Jersey
$882K +$261K +10,901 +42%
FIB
205
First Interstate Bank
Montana
$857K +$80K +3,338 +10%
First Manhattan
206
First Manhattan
New York
$843K +$642K +26,790 +320%
HAC
207
Harbor Advisory Corp
New Hampshire
$839K +$131K +5,488 +19%
TCCM
208
Timber Creek Capital Management
Massachusetts
$826K -$124K -5,171 -13%
HH
209
Hilltop Holdings
Texas
$821K -$49.4K -2,062 -6%
ATC
210
Adirondack Trust Company
New York
$814K +$187K +7,812 +30%
BCM
211
Brookstone Capital Management
Illinois
$808K +$127K +5,301 +19%
BFS
212
BridgePort Financial Solutions
Iowa
$770K +$770K +31,933 New
BONH
213
Bank of New Hampshire
New Hampshire
$768K -$11K -460 -1%
PFM
214
Phillips Financial Management
Indiana
$766K +$240K +10,000 +45%
BlackRock
215
BlackRock
New York
$764K +$761K +31,761 +22,056%
OC
216
Oppenheimer & Co
New York
$754K +$71.7K +2,994 +11%
DAS
217
Diversify Advisory Services
Utah
$750K +$750K +31,360 New
RWM
218
Riverchase Wealth Management
Texas
$750K +$750K +31,302 New
Bank of New York Mellon
219
Bank of New York Mellon
New York
$743K +$119K +4,979 +19%
MW
220
Members Wealth
Pennsylvania
$738K +$738K +30,807 New
IAA
221
Independent Advisor Alliance
North Carolina
$716K +$716K +29,873 New
MFG
222
Mendota Financial Group
Wisconsin
$699K -$530K -22,102 -43%
PIM
223
Penobscot Investment Management
Massachusetts
$657K +$256K +10,700 +64%
JCM
224
Jacobi Capital Management
Pennsylvania
$650K +$181K +7,552 +39%
SFO
225
Stokes Family Office
Louisiana
$645K – – –
7 8
9
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