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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

53 hedge funds and large institutions have $66.6M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$10.5M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.96M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.96M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$3.49M
5
Jane Street
5
Jane Street
New York
$1.08M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.29M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$429K
4
AWM
4
Altium Wealth Management
New York
$0
5
RPSA
5
Richard P. Slaughter Associates
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VA
26
Valmark Advisers
Ohio
$519K 20,397 -391 -2%
OMC
27
Old Mission Capital
Illinois
$499K 19,631 +19,631 New
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$429K 16,866 -11,854 -41%
PFM
29
Phillips Financial Management
Indiana
$416K 16,365 – –
Creative Planning
30
Creative Planning
Kansas
$408K 16,044 -6,332 -28%
SVWAG
31
Sound View Wealth Advisors Group
Georgia
$407K 16,012 +3,512 +28%
Stifel Financial
32
Stifel Financial
Missouri
$359K 14,101 -1,686 -11%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$347K 13,663 +13,663 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$342K 13,476 – –
WI
35
WrapManager Inc
California
$319K 12,549 -84 -0.7%
VNB
36
Virginia National Bank
Virginia
$314K 12,351 +12,351 New
ACS
37
Archford Capital Strategies
Illinois
$311K 12,258 +1,468 +14%
PWS
38
Peloton Wealth Strategists
Indiana
$305K 12,000 – –
BOPW
39
Brandywine Oak Private Wealth
Pennsylvania
$297K 11,711 +2,406 +26%
AFP
40
Ausdal Financial Partners
Iowa
$262K 10,292 -376 -4%
RFC
41
Regions Financial Corp
Alabama
$254K 9,980 -3,852 -28%
FIM
42
Freedom Investment Management
Connecticut
$251K 9,887 +174 +2%
SPIA
43
Steward Partners Investment Advisory
New York
$200K 7,860 +7,860 New
CTC
44
Central Trust Company
Missouri
$99K 3,900 – –
FNBOSM
45
First National Bank of South Miami
Florida
$62K 2,428 +775 +47%
SCA
46
Stonebridge Capital Advisors
Minnesota
$55K 2,161 +802 +59%
ADL
47
Asset Dedication LLC
California
$51K 2,015 – –
TWM
48
Tradition Wealth Management
Minnesota
$31K 1,211 +402 +50%
VCM
49
Vigilant Capital Management
Maine
$28K 1,090 +600 +122%
RIM
50
Rockbridge Investment Management
New York
$24.4K 962 – –
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