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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

82 hedge funds and large institutions have $205M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 8 reducing their positions, and 9 closing their positions.

Holders
82
Holders Change
+17
Holders Change %
+26.15%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
40
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Hengehold Capital Management
Ohio
$10M
2
US Bancorp
2
US Bancorp
Minnesota
$14.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.2M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$15.9M
5
Bank of America
5
Bank of America
North Carolina
$10.3M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$262K
2
GA
2
Gateway Advisory
New Jersey
$1.15M
3
FCA
3
FinTrust Capital Advisors
South Carolina
$0
4
HWA
4
Heartwood Wealth Advisors
Virginia
$13.2M
5
AIP
5
Ameritas Investment Partners
Nebraska
$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
26
Gateway Advisory
New Jersey
$1.15M -$1.58M -63,053 -58%
KA
27
Klingman & Associates
New York
$1.14M +$648K +25,829 +130%
SPA
28
Sentinel Pension Advisors
Massachusetts
$1.14M +$6.29K +251 +0.6%
PA
29
Prism Advisors
California
$1.12M – – –
SWMG
30
Signature Wealth Management Group
Georgia
$1.11M +$418K +16,682 +60%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.09M +$428K +17,075 +64%
RJA
32
Raymond James & Associates
Florida
$1.09M +$431K +17,172 +65%
WIC
33
Woodmont Investment Counsel
Tennessee
$1.08M – – –
BSAM
34
Blue Square Asset Management
New York
$919K +$919K +36,648 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$901K +$417K +16,615 +86%
PFM
36
Phillips Financial Management
Indiana
$893K +$200K +7,974 +29%
RHP
37
Royal Harbor Partners
Texas
$820K +$285K +11,350 +53%
SSB
38
Sandy Spring Bank
Maryland
$808K +$110K +4,370 +16%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$794K +$251K +10,001 +46%
SBL
40
Sargent Bickham Lagudis
Colorado
$649K +$649K +25,887 New
REMPR
41
Roof Eidam Maycock Peralta (REMP)
California
$611K -$100K -4,000 -14%
NDSI
42
Newman Dignan & Sheerar Inc
Rhode Island
$597K +$597K +23,807 New
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$551K -$154K -6,147 -22%
CAN
44
Cetera Advisor Networks
California
$488K +$488K +19,442 New
GSIAS
45
Garden State Investment Advisory Services
New Jersey
$477K +$477K +19,037 New
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$476K +$476K +19,000 New
CPIA
47
Cornell Pochily Investment Advisors
New York
$471K +$19.1K +763 +4%
CIA
48
Capital Investment Advisors
Georgia
$437K +$229K +9,105 +110%
VA
49
Valmark Advisers
Ohio
$425K +$2.01K +80 +0.5%
RFC
50
Regions Financial Corp
Alabama
$406K +$61.6K +2,459 +18%
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