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iShares iBonds Dec 2027 Term Corporate ETF
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Overview Fund Activity

301 hedge funds and large institutions have $1.78B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 161 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
301
Holders Change
+30
Holders Change %
+11.07%
% of All Funds
4.36%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
46
Increased
161
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SRC
1
Shufro Rose & Co
New York
$122M
2
Ameriprise
2
Ameriprise
Minnesota
$113M
3
Bank of America
3
Bank of America
North Carolina
$163M
4
SSWG
4
Seven Springs Wealth Group
Tennessee
$10.9M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$44.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$70.9M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$590K
3
NA
3
NewEdge Advisors
Louisiana
$3.7M
4
ACM
4
Advisors Capital Management
New Jersey
$12M
5
CIA
5
Capital Investment Advisors
Georgia
$44.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$163M 6,852,896 +674,918 +11%
SRC
2
Shufro Rose & Co
New York
$122M 5,123,260 +5,090,112 +15,356%
Ameriprise
3
Ameriprise
Minnesota
$113M 4,747,778 +3,418,512 +257%
CAI
4
Capital Advisors Inc
Oklahoma
$74.6M 3,132,752 +316,885 +11%
Morgan Stanley
5
Morgan Stanley
New York
$70.9M 2,979,700 -2,633,198 -47%
UBS Group
6
UBS Group
Switzerland
$45.8M 1,923,749 +83,988 +5%
CIA
7
Capital Investment Advisors
Georgia
$44.6M 1,875,074 -163,639 -8%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$44.5M 1,870,916 +408,700 +28%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$41.7M 1,753,773 +266,446 +18%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$41.4M 1,741,029 -27,930 -2%
ACA
11
Aptus Capital Advisors
Alabama
$40.4M 1,696,264 +208,164 +14%
MMA
12
Miracle Mile Advisors
California
$37.7M 1,583,616 +49,102 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$37.1M 1,557,054 +94,131 +6%
Wells Fargo
14
Wells Fargo
California
$33.1M 1,389,929 +345,495 +33%
LPL Financial
15
LPL Financial
California
$28.7M 1,204,138 +9,385 +0.8%
WIC
16
Woodmont Investment Counsel
Tennessee
$27.5M 1,155,599 +83,634 +8%
GWA
17
Gratus Wealth Advisors
Virginia
$27M 1,148,295 +104,839 +10%
Truist Financial
18
Truist Financial
North Carolina
$26.4M 1,107,637 +103,775 +10%
KA
19
Klingman & Associates
New York
– – – –
HighTower Advisors
20
HighTower Advisors
Illinois
– – – –
SIC
21
Sigma Investment Counselors
Michigan
$23.7M 996,068 +26,530 +3%
KCM
22
Kathmere Capital Management
Pennsylvania
$22.2M 933,361 +69,032 +8%
Corient Private Wealth
23
Corient Private Wealth
Florida
– – – –
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$17.7M 742,378 -3,765 -0.5%
RW
25
RVW Wealth
California
$17.1M 716,830 -13,486 -2%
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