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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

173 hedge funds and large institutions have $1.11B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
173
Holders Change
+26
Holders Change %
+17.69%
% of All Funds
2.77%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
33
Increased
93
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
1
Miracle Mile Advisors
California
$34.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$36.3M
3
NA
3
NewEdge Advisors
Louisiana
$19.8M
4
Ameriprise
4
Ameriprise
Minnesota
$37.1M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$13M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$102M
2
SVWAG
2
Sound View Wealth Advisors Group
Georgia
$15M
3
OMC
3
Old Mission Capital
Illinois
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SIC
5
Sigma Investment Counselors
Michigan
$22.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$103M 4,310,673 +475,909 +12%
ACA
2
Aptus Capital Advisors
Alabama
$102M 4,300,429 -989,188 -19%
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$57.9M 2,429,521 +165,555 +7%
CAI
4
Capital Advisors Inc
Oklahoma
$57.8M 2,424,821 +163,026 +7%
CIA
5
Capital Investment Advisors
Georgia
$38.1M 1,601,472 +211,440 +15%
Ameriprise
6
Ameriprise
Minnesota
$37.1M 1,558,486 +591,449 +61%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$36.3M 1,521,971 +782,743 +106%
MMA
8
Miracle Mile Advisors
California
$34.5M 1,449,061 +1,449,061 New
Morgan Stanley
9
Morgan Stanley
New York
$32.7M 1,374,392 +411,950 +43%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$31.7M 1,328,832 +453,271 +52%
UBS Group
11
UBS Group
Switzerland
$29.1M 1,222,794 +433,936 +55%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$24.5M 1,027,376 +165,791 +19%
KA
13
Klingman & Associates
New York
– – – –
LPL Financial
14
LPL Financial
California
$23.9M 1,004,528 +144,036 +17%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$23.2M 975,797 +194,447 +25%
SIC
16
Sigma Investment Counselors
Michigan
$22.2M 931,498 -25,610 -3%
NA
17
NewEdge Advisors
Louisiana
$19.8M 829,577 +694,267 +513%
CIM
18
Corda Investment Management
Texas
$19.1M 800,520 +89,460 +13%
RW
19
RVW Wealth
California
$17.9M 753,217 +5,002 +0.7%
Truist Financial
20
Truist Financial
North Carolina
$16.4M 690,431 +10,897 +2%
ACM
21
Advisors Capital Management
New Jersey
$16.4M 687,585 +30,412 +5%
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$15M 631,705 -114,438 -15%
Wells Fargo
23
Wells Fargo
California
$14.5M 606,704 +86,527 +17%
Corient Private Wealth
24
Corient Private Wealth
Florida
– – – –
HighTower Advisors
25
HighTower Advisors
Illinois
$13M 544,661 +544,661 New
1
2 3 4 5