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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

45 hedge funds and large institutions have $52M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$5.03M
2
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$2.34M
3
RJA
3
Raymond James & Associates
Florida
$782K
4
F4L
4
Fortune 45 LLC
Louisiana
$739K
5
VA
5
Valmark Advisers
Ohio
$562K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
BPA
2
Beacon Pointe Advisors
California
$0
3
CCA
3
Childress Capital Advisors
Texas
$0
4
FIM
4
Freedom Investment Management
Connecticut
$263K
5
Creative Planning
5
Creative Planning
Kansas
$605K
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$364K 13,476 +5,070 +60%
WI
27
WrapManager Inc
California
$342K 12,633 -108 -0.8%
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$338K 12,500 – –
PWS
29
Peloton Wealth Strategists
Indiana
$324K 12,000 – –
ACS
30
Archford Capital Strategies
Illinois
$292K 10,790 +104 +1%
AFP
31
Ausdal Financial Partners
Iowa
$288K 10,668 +10,668 New
BOPW
32
Brandywine Oak Private Wealth
Pennsylvania
$264K 9,305 +9,305 New
FIM
33
Freedom Investment Management
Connecticut
$263K 9,713 -1,133 -10%
AWM
34
Altium Wealth Management
New York
$215K 7,966 – –
RPSA
35
Richard P. Slaughter Associates
Texas
$210K 7,780 +7,780 New
BCPWM
36
Bradley & Co Private Wealth Management
Florida
$161K 5,938 +4,006 +207%
CTC
37
Central Trust Company
Missouri
$105K 3,900 – –
ADL
38
Asset Dedication LLC
California
$54K 2,015 – –
FNBOSM
39
First National Bank of South Miami
Florida
$45K 1,653 – –
SCA
40
Stonebridge Capital Advisors
Minnesota
$37K 1,359 +2 +0.1%
MCM
41
MV Capital Management
Maryland
$26K 953 – –
RIM
42
Rockbridge Investment Management
New York
$26K 962 – –
TWM
43
Tradition Wealth Management
Minnesota
$22K 809 +2 +0.2%
VCM
44
Vigilant Capital Management
Maine
$13K 490 +400 +444%
BlackRock
45
BlackRock
New York
$2K 59 – –
Jane Street
46
Jane Street
New York
– – -47,682 Closed
BPA
47
Beacon Pointe Advisors
California
– – -12,252 Closed
CCA
48
Childress Capital Advisors
Texas
– – -9,700 Closed
HI
49
Harbour Investments
Wisconsin
– – -27 Closed
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
1
2