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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

348 hedge funds and large institutions have $2.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 199 increasing their positions, 43 reducing their positions, and 21 closing their positions.

Holders
348
Holders Change
+36
Holders Change %
+11.54%
% of All Funds
4.64%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.28%
New
64
Increased
199
Reduced
43
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$63.7M
2
HPC
2
HM Payson & Co
Maine
$66.2M
3
TCM
3
TABR Capital Management
California
$24.3M
4
VVP
4
Venture Visionary Partners
Ohio
$20.5M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$17.2M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$82.2M
2
KA
2
Klingman & Associates
New York
$24.1M
3
ACA
3
Aptus Capital Advisors
Alabama
$51.7M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$29.8M
5
ADL
5
Asset Dedication LLC
California
$312K
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$325M 13,569 +29 +0.2%
Bank of America
2
Bank of America
North Carolina
$186M 7,780,831 +489,115 +7%
CAI
3
Capital Advisors Inc
Oklahoma
$89.2M 3,724,293 +222,606 +6%
Morgan Stanley
4
Morgan Stanley
New York
$86.3M 3,601,417 +311,083 +9%
SRC
5
Shufro Rose & Co
New York
$82.2M 3,432,629 -2,020,062 -37%
HPC
6
HM Payson & Co
Maine
$66.2M 2,763,710 +2,397,451 +655%
UBS Group
7
UBS Group
Switzerland
$64.4M 2,689,433 +439,015 +20%
Raymond James Financial
8
Raymond James Financial
Florida
$63.7M 2,659,447 +2,659,447 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$52.7M 2,198,534 +187,393 +9%
ACA
10
Aptus Capital Advisors
Alabama
$51.7M 2,156,096 -967,235 -31%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$51M 2,126,666 +102,477 +5%
CIA
12
Capital Investment Advisors
Georgia
$48.6M 2,026,747 +87,798 +5%
Lido Advisors
13
Lido Advisors
California
– – – –
LPL Financial
14
LPL Financial
California
$45M 1,879,150 +310,339 +20%
Wells Fargo
15
Wells Fargo
California
$44.5M 1,856,462 +159,189 +9%
Ameriprise
16
Ameriprise
Minnesota
$37.2M 1,553,216 -78,611 -5%
HighTower Advisors
17
HighTower Advisors
Illinois
– – – –
WIC
18
Woodmont Investment Counsel
Tennessee
$32.5M 1,356,596 +69,483 +5%
GWA
19
Gratus Wealth Advisors
Virginia
$29.8M 1,245,220 +35,309 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$29.8M 1,243,708 -686,578 -36%
Truist Financial
21
Truist Financial
North Carolina
$26.9M 1,124,005 -17,463 -2%
SIC
22
Sigma Investment Counselors
Michigan
$26.3M 1,099,093 +49,596 +5%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$25M 1,043,419 +81,603 +8%
TCM
24
TABR Capital Management
California
$24.3M 1,012,696 +1,012,696 New
KA
25
Klingman & Associates
New York
– – -1,017,458 Closed
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