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

iShares iBonds Dec 2027 Term Corporate ETF logo
$24.01 +0.01 (+0.04%)
As of 04:10 PM Eastern
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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)
45
Total
Institutional Inflows
(last 12 months)
$41.50M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$6.46M
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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
1/21/2025Archford Capital Strategies LLC52,649$1.26M0.2%-2.9%0.054%
1/21/2025Montecito Bank & Trust48,628$1.17M0.2%+11.7%0.050%
1/17/2025 Adirondack Trust Co.33,997$814K0.3%+29.8%0.035%
1/17/2025 Janney Montgomery Scott LLC214,233$5.13M0.0%+4.6%0.220%
1/16/2025 First United Bank & Trust2,004$48K0.0%N/A0.002%
1/16/2025 Harbor Investment Advisory LLC40,550$972K0.1%+2.7%0.042%
1/16/2025 Lbmc Investment Advisors LLC69,381$1.66M0.1%+496.6%0.071%
1/14/2025 Roble Belko & Company Inc15,865$380K0.1%+10.2%0.016%
1/10/2025 Praetorian Wealth Management Inc.214,903$5.15M1.3%+5.0%0.220%
1/7/2025 Bank of New Hampshire32,060$768K0.2%-1.4%0.033%
1/7/2025 Horizons Wealth Management8,641$207K0.2%+12.2%0.009%
1/3/2025 GAMMA Investing LLC150,847$3.61M0.3%+33.0%0.155%
1/2/2025 Confluence Investment Management LLC165,459$3.96M0.1%+0.8%0.170%
11/15/2024Peloton Wealth Strategists292,130$7.12M2.8%-2.0%0.299%
11/15/2024Integrated Wealth Concepts LLC126,359$3.08M0.0%+13.1%0.130%
11/14/2024Flow Traders U.S. LLC22,297$543K0.0%N/A0.023%
11/14/2024Captrust Financial Advisors414,425$10.10M0.0%+36.4%0.425%
11/6/2024Coastline Trust Co1,893$46K0.0%N/A0.002%
11/6/2024Valley Wealth Managers Inc.74,118$1.81M0.1%+0.7%0.076%
11/5/2024Prime Capital Investment Advisors LLC53,707$1.31M0.0%+13.2%0.055%
11/4/2024Arrow Financial Corp557,633$13.59M1.3%+1.6%0.572%
11/1/2024First Fiduciary Investment Counsel Inc.56,345$1.37M0.3%-4.9%0.058%
11/1/2024Leavell Investment Management Inc.121,963$2.97M0.1%+35.1%0.125%
11/1/2024Sonata 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%
10/31/2024Montecito Bank & Trust43,527$1.06M0.2%+51.0%0.045%
10/31/2024Spinnaker Trust244,290$5.95M0.4%+8.9%0.250%
10/29/2024Blue 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%
10/29/2024Princeton Global Asset Management LLC25,898$631K0.1%+5.5%0.027%
10/29/2024Farther Finance Advisors LLC5,576$136K0.0%-62.0%0.006%
10/23/2024Lyell Wealth Management LP346,431$8.44M0.8%+11.8%0.355%
10/23/2024Bogart Wealth LLC6,425$157K0.0%+14.8%0.007%
10/22/2024Heartland Bank & Trust Co46,127$1.12M0.6%+43.6%0.047%
10/22/2024 Eastern Bank1,015$25K0.0%N/A0.001%
10/16/2024Buffington 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%
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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%
8/21/2024Heartland 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%
8/8/2024Lyell 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%
8/7/2024First Interstate Bank32,442$770K0.1%+25.7%0.033%
7/31/2024Spinnaker 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%
7/26/2024Cambridge 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%
7/17/2024Montecito Bank & Trust28,829$684K0.1%+73.6%0.030%
7/17/2024Archford Capital Strategies LLC55,661$1.32M0.2%+3.0%0.057%
7/17/2024Leavell Investment Management Inc.90,265$2.14M0.1%+16.0%0.093%
7/11/2024Buffington 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%
7/8/2024RVW 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%
5/17/2024Heartland 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%
4/26/2024Bogart Wealth LLC5,594$133K0.0%+12.7%0.006%
4/25/2024Cambridge Investment Research Advisors Inc.75,814$1.80M0.0%+6.7%0.079%
4/24/2024Leavell Investment Management Inc.77,800$1.85M0.1%+21.8%0.081%
4/24/2024First Fiduciary Investment Counsel Inc.59,280$1.41M0.3%+13.0%0.062%
4/18/2024Buffington Mohr McNeal17,422$415K0.1%+41.4%0.029%
4/18/2024Exchange 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%
4/9/2024Montecito Bank & Trust16,605$395K0.1%N/A0.028%
4/9/2024 Adirondack Trust Co.11,637$277K0.1%+28.9%0.020%
4/8/2024RVW 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%
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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%
2/9/2024Cambridge 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%
2/7/2024Cary Street Partners Investment Advisory LLC49,250$1.18M0.1%-4.1%0.083%
2/7/2024Sonata Capital Group Inc.37,415$895K0.4%N/A0.063%
(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), RVW Wealth LLC ($19.05M), Arrow Financial Corp ($13.59M), US Bancorp DE ($10.98M), Captrust Financial Advisors ($10.10M), Lyell Wealth Management LP ($8.44M), and Peloton Wealth Strategists ($7.12M).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: Lyell Wealth Management LP ($198.95K), Spinnaker Trust ($192.66K), Confluence Investment Management LLC ($176.78K), GAMMA Investing LLC ($150.85K), Leavell Investment Management Inc. ($121.96K), Janney Montgomery Scott LLC ($116.28K), and Captrust Financial Advisors ($110.60K).

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

Institutional investors have bought a total of 2,684,225 shares in the last 24 months. This purchase volume represents approximately $63.87M in transactions.

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

Of the 26 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), Black Swift Group LLC ($161.17K), Cambridge Investment Research Advisors Inc. ($70.26K), Ameriprise Financial Inc. ($67.84K), RVW Wealth LLC ($36.57K), Sandy Spring Bank ($17.96K), and Archford Capital Strategies LLC ($16.88K).

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

Institutional investors have sold a total of 752,974 shares in the last 24 months. This volume of shares sold represents approximately $17.69M in transactions.


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This page (NYSEARCA:IBDS) was last updated on 1/21/2025 by MarketBeat.com Staff
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