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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

306 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 188 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
306
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
4.45%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
26
Increased
188
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KA
1
Klingman & Associates
New York
$24.3M
2
ACA
2
Aptus Capital Advisors
Alabama
$53.7M
3
Bank of America
3
Bank of America
North Carolina
$171M
4
SRC
4
Shufro Rose & Co
New York
$129M
5
SA
5
Sanctuary Advisors
Indiana
$6.69M

Top Sellers

1
VVP
1
Venture Visionary Partners
Ohio
$13.1M
2
ACM
2
Advisors Capital Management
New Jersey
$0
3
TF
3
TLWM Financial
Texas
$4.31M
4
GAA
4
Global Assets Advisory
Florida
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$171M 7,210,813 +357,917 +5%
SRC
2
Shufro Rose & Co
New York
$129M 5,452,691 +329,431 +6%
Ameriprise
3
Ameriprise
Minnesota
$117M 4,947,375 +199,597 +4%
CAI
4
Capital Advisors Inc
Oklahoma
$78.2M 3,296,851 +164,099 +5%
Morgan Stanley
5
Morgan Stanley
New York
$75.1M 3,164,008 +184,308 +6%
ACA
6
Aptus Capital Advisors
Alabama
$53.7M 2,263,078 +566,814 +33%
UBS Group
7
UBS Group
Switzerland
$47.4M 1,998,487 +74,738 +4%
CIA
8
Capital Investment Advisors
Georgia
$45.4M 1,911,502 +36,428 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$44.6M 1,880,543 +139,514 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$44M 1,853,808 +100,035 +6%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$43.7M 2,003,310 +132,394 +7%
MMA
12
Miracle Mile Advisors
California
$42.4M 1,788,411 +204,795 +13%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$41.5M 1,747,547 +190,493 +12%
Wells Fargo
14
Wells Fargo
California
$37.1M 1,564,508 +174,579 +13%
LPL Financial
15
LPL Financial
California
$32M 1,348,972 +144,834 +12%
HighTower Advisors
16
HighTower Advisors
Illinois
– – – –
WIC
17
Woodmont Investment Counsel
Tennessee
$28.4M 1,197,735 +42,136 +4%
GWA
18
Gratus Wealth Advisors
Virginia
$27.5M 1,152,450 +4,155 +0.4%
Truist Financial
19
Truist Financial
North Carolina
$26.7M 1,123,260 +15,623 +1%
KCM
20
Kathmere Capital Management
Pennsylvania
$26.1M 1,099,061 +165,700 +18%
KA
21
Klingman & Associates
New York
$24.3M 1,024,075 +1,024,075 New
SIC
22
Sigma Investment Counselors
Michigan
$24M 1,013,096 +17,028 +2%
Lido Advisors
23
Lido Advisors
California
– – – –
RW
24
RVW Wealth
California
$19M 802,768 +85,938 +12%
SVWAG
25
Sound View Wealth Advisors Group
Georgia
$18.1M 764,678 +22,300 +3%
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