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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

312 hedge funds and large institutions have $2B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 186 increasing their positions, 47 reducing their positions, and 19 closing their positions.

Holders
312
Holders Change
+6
Holders Change %
+1.96%
% of All Funds
4.51%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.23%
New
28
Increased
186
Reduced
47
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$76.1M
2
BEI
2
Benjamin Edwards Inc
Missouri
$10.8M
3
HPC
3
HM Payson & Co
Maine
$8.93M
4
HCM
4
Howland Capital Management
Massachusetts
$19.7M
5
UBS Group
5
UBS Group
Switzerland
$54.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$39.9M
2
MMA
2
Miracle Mile Advisors
California
$0
3
KCM
3
Kathmere Capital Management
Pennsylvania
$23.6M
4
PSIWM
4
Paradigm Strategies in Wealth Management
Minnesota
$2M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$178M 7,291,716 +80,903 +1%
SRC
2
Shufro Rose & Co
New York
$129M 5,452,691 – –
CAI
3
Capital Advisors Inc
Oklahoma
$85.3M 3,501,687 +204,836 +6%
Morgan Stanley
4
Morgan Stanley
New York
$80.2M 3,290,334 +126,326 +4%
ACA
5
Aptus Capital Advisors
Alabama
$76.1M 3,123,331 +860,253 +38%
UBS Group
6
UBS Group
Switzerland
$54.8M 2,250,418 +251,931 +13%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$49.2M 2,024,189 +20,879 +1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$49M 2,011,141 +157,333 +8%
CIA
9
Capital Investment Advisors
Georgia
$47.3M 1,938,949 +27,447 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$47M 1,930,286 +49,743 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$44.6M 1,831,335 +83,788 +5%
Wells Fargo
12
Wells Fargo
California
$41.4M 1,697,273 +132,765 +8%
Ameriprise
13
Ameriprise
Minnesota
$39.9M 1,631,827 -3,315,548 -67%
LPL Financial
14
LPL Financial
California
$38.2M 1,568,811 +219,839 +16%
Lido Advisors
15
Lido Advisors
California
– – – –
WIC
16
Woodmont Investment Counsel
Tennessee
$31.4M 1,287,113 +89,378 +7%
HighTower Advisors
17
HighTower Advisors
Illinois
– – – –
GWA
18
Gratus Wealth Advisors
Virginia
$29.2M 1,209,911 +57,461 +5%
Truist Financial
19
Truist Financial
North Carolina
$27.8M 1,141,468 +18,208 +2%
SIC
20
Sigma Investment Counselors
Michigan
$25.6M 1,049,497 +36,401 +4%
KA
21
Klingman & Associates
New York
$24.8M 1,017,458 -6,617 -0.6%
KCM
22
Kathmere Capital Management
Pennsylvania
$23.6M 968,787 -130,274 -12%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$23.4M 961,816 +197,138 +26%
RW
24
RVW Wealth
California
$21.3M 875,857 +73,089 +9%
VVP
25
Venture Visionary Partners
Ohio
– – – –
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