IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

271 hedge funds and large institutions have $1.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 129 increasing their positions, 47 reducing their positions, and 8 closing their positions.

Holders
271
Holders Change
+59
Holders Change %
+27.83%
% of All Funds
3.97%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
68
Increased
129
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
GWA
2
Gratus Wealth Advisors
Virginia
$25M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$20.7M
4
Bank of America
4
Bank of America
North Carolina
$148M
5
VVP
5
Venture Visionary Partners
Ohio
$11.2M

Top Sellers

1
KA
1
Klingman & Associates
New York
$26M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$44M
3
Ameriprise
3
Ameriprise
Minnesota
$31.7M
4
EFP
4
Envision Financial Planning
Tennessee
$256K
5
GA
5
Gateway Advisory
New Jersey
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$148M 6,177,978 +560,479 +10%
Morgan Stanley
2
Morgan Stanley
New York
$134M 5,612,898 +3,199,975 +133%
CAI
3
Capital Advisors Inc
Oklahoma
$67.4M 2,815,867 +126,275 +5%
CIA
4
Capital Investment Advisors
Georgia
$48.8M 2,038,713 +70,958 +4%
GBWM
5
Granite Bay Wealth Management
New Hampshire
$44M 1,888,167 -612,991 -25%
UBS Group
6
UBS Group
Switzerland
$44M 1,839,761 +405,999 +28%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$42.3M 1,768,959 +134,102 +8%
MMA
8
Miracle Mile Advisors
California
$36.7M 1,534,514 +51,177 +3%
ACA
9
Aptus Capital Advisors
Alabama
$35.6M 1,488,100 +400,473 +37%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$35.6M 1,487,327 +203,888 +16%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$35M 1,462,923 +35,548 +2%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$35M 1,462,216 +231,664 +19%
Ameriprise
13
Ameriprise
Minnesota
$31.7M 1,329,266 -356,374 -21%
NA
14
NewEdge Advisors
Louisiana
$28.8M 1,206,467 +70,303 +6%
LPL Financial
15
LPL Financial
California
$28.6M 1,194,753 +109,923 +10%
KA
16
Klingman & Associates
New York
– – -1,061,717 Closed
WIC
17
Woodmont Investment Counsel
Tennessee
$25.7M 1,071,965 +346,903 +48%
Wells Fargo
18
Wells Fargo
California
$25M 1,044,434 +251,734 +32%
GWA
19
Gratus Wealth Advisors
Virginia
$25M 1,043,456 +1,043,456 New
Truist Financial
20
Truist Financial
North Carolina
$24M 1,003,862 +27,692 +3%
SIC
21
Sigma Investment Counselors
Michigan
$23.2M 969,538 +15,590 +2%
HighTower Advisors
22
HighTower Advisors
Illinois
– – – –
KCM
23
Kathmere Capital Management
Pennsylvania
$20.7M 864,329 +864,329 New
ACM
24
Advisors Capital Management
New Jersey
$19.5M 815,527 +67,051 +9%
SVWAG
25
Sound View Wealth Advisors Group
Georgia
$17.9M 746,143 -46,812 -6%
1
2 3 4 5