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iShares iBonds Dec 2027 Term Corporate ETF (IBDS) Institutional Ownership

iShares iBonds Dec 2027 Term Corporate ETF logo
$24.01
+0.03 (+0.13%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS)

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$37.00M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$12.23M
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IBDS Institutional Buying and Selling by Quarter

iShares iBonds Dec 2027 Term Corporate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Arrow Financial Corp557,633$13.59M1.3%+1.6%0.572%
11/1/2024 First Fiduciary Investment Counsel Inc.56,345$1.37M0.3%-4.9%0.058%
11/1/2024 Leavell Investment Management Inc.121,963$2.97M0.1%+35.1%0.125%
11/1/2024 Sonata Capital Group Inc.68,849$1.68M0.7%N/A0.071%
10/31/2024 Confluence Investment Management LLC164,089$4.00M0.1%-3.0%0.168%
10/31/2024 Montecito Bank & Trust43,527$1.06M0.2%+51.0%0.045%
10/31/2024 Spinnaker Trust244,290$5.95M0.4%+8.9%0.250%
10/29/2024 Blue Square Asset Management LLC42,114$1.03M0.6%+9.5%0.043%
10/29/2024 Janney Montgomery Scott LLC204,777$4.99M0.0%+1.1%0.210%
10/29/2024 Princeton Global Asset Management LLC25,898$631K0.1%+5.5%0.027%
10/29/2024 Farther Finance Advisors LLC5,576$136K0.0%-62.0%0.006%
10/23/2024 Lyell Wealth Management LP346,431$8.44M0.8%+11.8%0.355%
10/23/2024 Bogart Wealth LLC6,425$157K0.0%+14.8%0.007%
10/22/2024 Heartland Bank & Trust Co46,127$1.12M0.6%+43.6%0.047%
10/22/2024 Eastern Bank1,015$25K0.0%N/A0.001%
10/16/2024 Buffington Mohr McNeal59,121$1.44M0.2%+54.0%0.061%
10/9/2024 Adirondack Trust Co.26,185$638K0.2%+51.4%0.027%
10/8/2024 Lbmc Investment Advisors LLC11,630$283K0.0%N/A0.012%
10/7/2024 Bank of New Hampshire32,520$793K0.2%-2.8%0.033%
10/7/2024 GAMMA Investing LLC113,377$2.76M0.3%+154.1%0.116%
10/5/2024 Harbor Investment Advisory LLC39,473$962K0.1%+38.5%0.040%
10/2/2024 Praetorian Wealth Management Inc.204,653$4.99M1.2%+0.9%0.210%
8/28/2024Farmers National Bank44,671$1.06M0.3%-3.2%0.046%
8/21/2024 Heartland Bank & Trust Co32,125$762K0.4%+29.5%0.033%
8/15/2024Peloton Wealth Strategists298,235$7.08M2.9%+2.8%0.306%
8/13/2024Godshalk Welsh Capital Management Inc.25,349$602K0.4%+120.4%0.026%
8/8/2024 Lyell Wealth Management LP309,868$7.35M0.7%+10.9%0.318%
8/8/2024Parallel Advisors LLC135,186$3.21M0.1%+2.0%0.139%
8/8/2024Valley Wealth Managers Inc.73,624$1.75M0.1%+3.7%0.075%
8/7/2024 First Interstate Bank32,442$770K0.1%+25.7%0.033%
7/31/2024 Spinnaker Trust224,361$5.32M0.3%+28.4%0.230%
7/30/2024Arrow Financial Corp548,877$13.03M1.3%+3.0%0.563%
7/29/2024Migdal Insurance & Financial Holdings Ltd.10,324$245K0.0%+18.2%0.011%
7/26/2024 Cambridge Investment Research Advisors Inc.96,048$2.28M0.0%+26.7%0.098%
7/26/2024Dearborn Partners LLC22,526$535K0.0%+3.9%0.023%
7/26/2024Bank of New York Mellon Corp21,506$510K0.0%+51.2%0.022%
7/18/2024Timber Creek Capital Management LLC34,016$807K0.2%-2.1%0.035%
7/17/2024 Montecito Bank & Trust28,829$684K0.1%+73.6%0.030%
7/17/2024 Archford Capital Strategies LLC55,661$1.32M0.2%+3.0%0.057%
7/17/2024 Leavell Investment Management Inc.90,265$2.14M0.1%+16.0%0.093%
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7/11/2024 Buffington Mohr McNeal38,385$911K0.2%+120.3%0.039%
7/10/2024 Praetorian Wealth Management Inc.202,860$4.81M1.2%+5.8%0.208%
7/9/2024 Adirondack Trust Co.17,299$410K0.2%+48.7%0.018%
7/8/2024 RVW Wealth LLC802,768$19.05M1.9%+12.0%0.823%
7/2/2024 GAMMA Investing LLC44,625$1.06M0.1%+96.0%0.046%
7/1/2024 Confluence Investment Management LLC169,131$4.01M0.1%-0.9%0.173%
7/1/2024 Bank of New Hampshire33,470$794K0.2%-2.2%0.034%
5/21/2024Arrow Financial Corp533,103$12.69M1.3%+3.6%0.546%
5/17/2024 Heartland Bank & Trust Co24,803$590K0.3%N/A0.025%
5/17/2024Comerica Bank21,141$503K0.0%-10.0%0.022%
5/14/2024InterOcean Capital Group LLC31,071$739K0.0%+16.1%0.032%
5/9/2024Dearborn Partners LLC21,680$516K0.0%+5.2%0.023%
5/4/2024Valley Wealth Managers Inc.71,016$1.69M0.1%+4.3%0.074%
5/2/2024Horan Securities Inc.39,564$942K0.4%N/A0.041%
5/1/2024 Janney Montgomery Scott LLC215,129$5.12M0.0%-25.1%0.224%
4/26/2024 Bogart Wealth LLC5,594$133K0.0%+12.7%0.006%
4/25/2024 Cambridge Investment Research Advisors Inc.75,814$1.80M0.0%+6.7%0.079%
4/24/2024 Leavell Investment Management Inc.77,800$1.85M0.1%+21.8%0.081%
4/24/2024 First Fiduciary Investment Counsel Inc.59,280$1.41M0.3%+13.0%0.062%
4/18/2024 Buffington Mohr McNeal17,422$415K0.1%+41.4%0.029%
4/18/2024 Exchange Capital Management Inc.28,546$679K0.1%+44.3%0.048%
4/16/2024 Pinnacle Bancorp Inc.2,135$51K0.0%-77.5%0.004%
4/12/2024 Harbor Investment Advisory LLC21,850$520K0.1%N/A0.037%
4/10/2024 Praetorian Wealth Management Inc.191,720$4.56M1.2%+4.6%0.323%
4/10/2024 Bank of New Hampshire34,220$814K0.2%+1.5%0.058%
4/9/2024 Montecito Bank & Trust16,605$395K0.1%N/A0.028%
4/9/2024 Adirondack Trust Co.11,637$277K0.1%+28.9%0.020%
4/8/2024 RVW Wealth LLC716,830$17.06M1.8%-1.8%1.209%
4/5/2024 GAMMA Investing LLC22,771$542K0.1%N/A0.038%
4/3/2024Timber Creek Capital Management LLC34,748$827K0.3%+3.1%0.059%
4/1/2024 Confluence Investment Management LLC170,586$4.06M0.1%N/A0.288%
3/29/2024 Adirondack Trust Co.9,030$214K0.1%N/A0.015%
2/12/2024Arrow Financial Corp514,589$12.31M1.3%+7.7%0.868%
2/12/2024Parallel Advisors LLC80,798$1.93M0.1%+390.8%0.136%
2/9/2024 Cambridge Investment Research Advisors Inc.71,037$1.70M0.0%-8.9%0.120%
2/9/2024InterOcean Capital Group LLC26,753$640K0.0%+8.7%0.045%
2/8/2024 Janney Montgomery Scott LLC287,317$6.88M0.0%-31.0%0.485%
2/7/2024Valley Wealth Managers Inc.68,097$1.63M0.1%+3.3%0.115%
2/7/2024 Cary Street Partners Investment Advisory LLC49,250$1.18M0.1%-4.1%0.083%
2/7/2024 Sonata Capital Group Inc.37,415$895K0.4%N/A0.063%
2/7/2024 Bogart Wealth LLC4,965$119K0.0%+86.9%0.008%
2/6/2024First Horizon Advisors Inc.2,967$71K0.0%-31.7%0.005%
2/5/2024 Cary Street Partners Asset Management LLC27,847$666K0.1%-5.8%0.047%
2/2/2024 Spinnaker Trust123,132$2.95M0.2%+354.5%0.208%
2/2/2024 First Fiduciary Investment Counsel Inc.52,458$1.26M0.3%+21.5%0.088%
2/2/2024 Lyell Wealth Management LP216,270$5.18M0.6%+28.5%0.365%
2/1/2024 Roble Belko & Company Inc13,653$327K0.1%+12.7%0.023%
2/1/2024 PSI Advisors LLC4,400$105K0.0%+76.7%0.007%
1/31/2024Migdal Insurance & Financial Holdings Ltd.3,012$72K0.0%N/A0.005%
1/30/2024 Buffington Mohr McNeal12,324$295K0.1%N/A0.021%
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1/26/2024 Sandy Spring Bank228,765$5.47M0.3%-0.9%0.386%
1/24/2024Prime Capital Investment Advisors LLC45,811$1.10M0.0%N/A0.077%
1/23/2024 Leavell Investment Management Inc.63,881$1.53M0.1%+62.3%0.108%
1/23/2024Householder Group Estate & Retirement Specialist LLC1,436$34K0.0%-43.1%0.002%
1/22/2024 Princeton Global Asset Management LLC24,861$595K0.1%+7.5%0.042%
1/12/2024 Archford Capital Strategies LLC54,432$1.30M0.2%-21.9%0.092%
1/11/2024 Praetorian Wealth Management Inc.183,334$4.39M1.3%+0.9%0.309%
1/11/2024Timber Creek Capital Management LLC33,703$807K0.3%+8.6%0.057%
1/8/2024 Horizons Wealth Management7,647$183K0.1%+13.1%0.013%
11/15/2023Integrated Wealth Concepts LLC126,147$2.92M0.1%-7.9%0.213%
(Data available from 1/1/2016 forward)

IBDS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDS shares?

During the previous two years, 65 institutional investors and hedge funds held shares of iShares iBonds Dec 2027 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($39.01M), Capital Investment Advisors LLC ($32.49M), RVW Wealth LLC ($19.05M), Arrow Financial Corp ($13.59M), US Bancorp DE ($10.98M), Lyell Wealth Management LP ($8.44M), and Peloton Wealth Strategists ($7.08M).Learn more on IBDS's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2027 Term Corporate ETF stock?

Of the 59 institutional investors that purchased iShares iBonds Dec 2027 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RVW Wealth LLC ($801.16K), BRR OpCo LLC ($274.80K), Lyell Wealth Management LP ($198.95K), Spinnaker Trust ($192.66K), Confluence Investment Management LLC ($175.41K), Capital Investment Advisors LLC ($153.70K), and Leavell Investment Management Inc. ($121.96K).

How much institutional buying is happening at iShares iBonds Dec 2027 Term Corporate ETF?

Institutional investors have bought a total of 3,611,286 shares in the last 24 months. This purchase volume represents approximately $85.18M in transactions.

Which iShares iBonds Dec 2027 Term Corporate ETF major shareholders have been selling company stock?

Of the 25 institutional investors that sold iShares iBonds Dec 2027 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($293.66K), Confluence Investment Management LLC ($273.10K), Black Swift Group LLC ($161.17K), Cambridge Investment Research Advisors Inc. ($70.26K), Ameriprise Financial Inc. ($67.84K), RVW Wealth LLC ($36.57K), and Sandy Spring Bank ($17.96K).

How much institutional selling is happening at iShares iBonds Dec 2027 Term Corporate ETF?

Institutional investors have sold a total of 1,007,945 shares in the last 24 months. This volume of shares sold represents approximately $23.64M in transactions.


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This page (NYSEARCA:IBDS) was last updated on 11/5/2024 by MarketBeat.com Staff
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