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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

65 hedge funds and large institutions have $135M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
30
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$12.5M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$10.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.19M
4
BO
4
BRR OpCo
Ohio
$3.76M
5
GA
5
Gateway Advisory
New Jersey
$2.65M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
F4L
5
Fortune 45 LLC
Louisiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFM
26
Phillips Financial Management
Indiana
$675K 27,658 +11,293 +69%
SWMG
27
Signature Wealth Management Group
Georgia
$673K 27,604 +12,346 +81%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$646K 26,504 +13,028 +97%
RJA
29
Raymond James & Associates
Florida
$640K 26,226 +1,015 +4%
AIP
30
Ameritas Investment Partners
Nebraska
$628K 25,761 +85 +0.3%
IA
31
IFP Advisors
Florida
$588K 23,431 +23,431 New
FCA
32
FinTrust Capital Advisors
South Carolina
$559K 22,787 +22,787 New
SVWAG
33
Sound View Wealth Advisors Group
Georgia
$532K 21,804 +383 +2%
APA
34
American Portfolios Advisors
New York
$531K 21,773 +21,773 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$528K 21,679 +21,679 New
RHP
36
Royal Harbor Partners
Texas
$521K 21,364 +21,364 New
KA
37
Klingman & Associates
New York
$483K 19,794 +10,929 +123%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$471K 19,305 +19,305 New
CPIA
39
Cornell Pochily Investment Advisors
New York
$440K 18,022 +49 +0.3%
VA
40
Valmark Advisers
Ohio
$412K 16,881 -1,841 -10%
RFC
41
Regions Financial Corp
Alabama
$335K 13,755 +3,241 +31%
Stifel Financial
42
Stifel Financial
Missouri
$329K 13,486 +502 +4%
Creative Planning
43
Creative Planning
Kansas
$312K 12,804 – –
WI
44
WrapManager Inc
California
$302K 12,397 -41 -0.3%
VNB
45
Virginia National Bank
Virginia
$301K 12,351 – –
ACS
46
Archford Capital Strategies
Illinois
$294K 12,052 -206 -2%
BOPW
47
Brandywine Oak Private Wealth
Pennsylvania
$266K 10,946 -3,406 -24%
LNC
48
Lincoln National Corp
Pennsylvania
$246K 10,117 +10,117 New
PWS
49
Peloton Wealth Strategists
Indiana
$244K 10,000 – –
Ameriprise
50
Ameriprise
Minnesota
$236K 9,668 +9,668 New
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2
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