iShares iBonds Dec 2027 Term Corporate ETF
IBDS
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.
337% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 43
53% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 17
7% more capital invested
Capital invested by funds: $1.78B → $1.91B (+$130M)
2% more funds holding
Funds holding: 301 → 306 (+5)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
1% less ownership
Funds ownership: 74.57% → 73.57% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KA
Klingman & Associates
New York
|
+$24.2M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$13.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.46M |
| 4 |
SRC
Shufro Rose & Co
New York
|
+$7.79M |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$4.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
-$12.6M |
| 2 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$12M |
| 3 |
TF
TLWM Financial
San Antonio,
Texas
|
-$4.33M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.76M |
| 5 |
VWMG
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
-$3.01M |
IBDS Hedge Fund Activity: Q2 2024 in Review
306 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q2 2024, worth a combined $1.91B — up 7.3% from $1.78B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IBDS positions and 17 closed out — a net gain of 9 holders — while 188 added to existing stakes and 43 trimmed.
The largest buyer was Klingman & Associates, opening a new position worth an estimated $24.2M. The largest seller was Venture Visionary Partners, exiting entirely with an estimated $12.6M sold.
- 306 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q2 2024, up from 301 in Q1 2024.
- Funds reported $1.91B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q2 2024, up 7.3% quarter-over-quarter.
- 26 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q2 2024 and 17 closed out, a net change of +9 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q2 2024 was Klingman & Associates, an estimated $24.2M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q2 2024 was Venture Visionary Partners, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2024.