iShares iBonds Dec 2027 Term Corporate ETF
IBDS
351 hedge funds and large institutions have $2.21B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 200 increasing their positions, 43 reducing their positions, and 21 closing their positions.
365% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 43
214% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 21
31% more funds holding in top 10
Funds holding in top 10: 16 → 21 (+5)
12% more funds holding
Funds holding: 313 → 351 (+38)
10% more capital invested
Capital invested by funds: $2B → $2.21B (+$209M)
0.81% more ownership
Funds ownership: 72.18% → 72.99% (+0.81%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPC
HM Payson & Co
Portland,
Maine
|
+$57.7M |
| 2 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$20.6M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$17.3M |
| 4 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
+$15.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRC
Shufro Rose & Co
New York
|
-$48.6M |
| 2 |
KA
Klingman & Associates
New York
|
-$24.5M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$23.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$16.5M |
| 5 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$2.08M |
IBDS Hedge Fund Activity: Q4 2024 in Review
351 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q4 2024, worth a combined $2.21B — up 10% from $2B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new IBDS positions and 21 closed out — a net gain of 45 holders — while 200 added to existing stakes and 43 trimmed.
The largest buyer was HM Payson & Co, adding an estimated $57.7M. The largest seller was Shufro Rose & Co, cutting an estimated $48.6M.
- 351 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q4 2024, up from 313 in Q3 2024.
- Funds reported $2.21B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q4 2024, up 10% quarter-over-quarter.
- 66 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q4 2024 and 21 closed out, a net change of +45 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q4 2024 was HM Payson & Co, an estimated $57.7M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q4 2024 was Shufro Rose & Co, an estimated $48.6M sold.
Based on aggregated 13F filings for Q4 2024.