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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

212 hedge funds and large institutions have $1.23B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 38 reducing their positions, and 4 closing their positions.

Holders
212
Holders Change
+29
Holders Change %
+15.85%
% of All Funds
3.38%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
38
Increased
109
Reduced
38
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$58.4M
2
KA
2
Klingman & Associates
New York
$24.6M
3
Bank of America
3
Bank of America
North Carolina
$130M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.8M
5
EFP
5
Envision Financial Planning
Tennessee
$8.26M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$25.2M
2
HFRG
2
Houlihan Financial Resource Group
Virginia
$2.39M
3
KTM
3
Keeler Thomas Management
Utah
$8.76M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
BSG
5
Black Swift Group
Colorado
$1.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$130M 5,617,499 +743,949 +15%
CAI
2
Capital Advisors Inc
Oklahoma
$62.2M 2,689,592 +139,815 +5%
GBWM
3
Granite Bay Wealth Management
New Hampshire
$58.4M 2,501,158 +2,468,958 +7,668%
Morgan Stanley
4
Morgan Stanley
New York
$55.8M 2,412,923 +419,110 +21%
CIA
5
Capital Investment Advisors
Georgia
$45.5M 1,967,755 +160,196 +9%
Ameriprise
6
Ameriprise
Minnesota
$39M 1,685,640 -67,835 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$37.8M 1,634,857 -52,065 -3%
MMA
8
Miracle Mile Advisors
California
$34.3M 1,483,337 -18,847 -1%
UBS Group
9
UBS Group
Switzerland
$33.2M 1,433,762 +231,009 +19%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$33M 1,427,375 +42,639 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$29.7M 1,283,439 +86,305 +7%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$28.5M 1,230,552 +67,999 +6%
NA
13
NewEdge Advisors
Louisiana
$26.3M 1,136,164 +185,002 +19%
ACA
14
Aptus Capital Advisors
Alabama
$25.2M 1,087,627 -1,523,728 -58%
LPL Financial
15
LPL Financial
California
$25.1M 1,084,830 +97,420 +10%
KA
16
Klingman & Associates
New York
$24.6M 1,061,717 +1,061,717 New
Truist Financial
17
Truist Financial
North Carolina
$22.6M 976,170 +27,128 +3%
SIC
18
Sigma Investment Counselors
Michigan
$22.1M 953,948 +24,558 +3%
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$18.3M 792,955 +130,529 +20%
Wells Fargo
20
Wells Fargo
California
$18.3M 792,700 +261,155 +49%
Corient Private Wealth
21
Corient Private Wealth
Florida
– – – –
GA
22
Gateway Advisory
New Jersey
$17.4M 751,857 +11,291 +2%
ACM
23
Advisors Capital Management
New Jersey
$17.3M 748,476 +2,495 +0.3%
RW
24
RVW Wealth
California
$16.9M 730,133 -15,524 -2%
WIC
25
Woodmont Investment Counsel
Tennessee
$16.8M 725,062 +141,312 +24%
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