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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

91 hedge funds and large institutions have $241M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
47
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$5.6M
2
Stifel Financial
2
Stifel Financial
Missouri
$4.58M
3
CIM
3
Confluence Investment Management
Missouri
$2.74M
4
Bank of America
4
Bank of America
North Carolina
$12.4M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$8.86M

Top Sellers

1
SVWAG
1
Sound View Wealth Advisors Group
Georgia
$1.08M
2
NA
2
NewEdge Advisors
Louisiana
$5.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.12M
4
MLA
4
MB, Levis & Associates
Pennsylvania
$1.35M
5
CAN
5
Cetera Advisor Networks
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIAS
26
CFS Investment Advisory Services
New Jersey
$1.67M 65,604 +7,898 +14%
GA
27
Gateway Advisory
New Jersey
$1.41M 55,315 +9,641 +21%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$1.38M 54,081 +52,458 +3,232%
MLA
29
MB, Levis & Associates
Pennsylvania
$1.35M 52,887 -20,807 -28%
KA
30
Klingman & Associates
New York
$1.29M 50,846 +5,223 +11%
SWMG
31
Signature Wealth Management Group
Georgia
$1.24M 48,545 +4,259 +10%
SPA
32
Sentinel Pension Advisors
Massachusetts
$1.17M 45,660 +157 +0.3%
PA
33
Prism Advisors
California
$1.14M 44,715 – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.12M 44,174 -27,731 -39%
RJA
35
Raymond James & Associates
Florida
$1.12M 43,896 +498 +1%
WIC
36
Woodmont Investment Counsel
Tennessee
$1.09M 43,000 – –
IA
37
IFP Advisors
Florida
$1.09M 43,502 -5,699 -12%
SVWAG
38
Sound View Wealth Advisors Group
Georgia
$1.08M 42,345 -67,530 -61%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.05M 41,370 +5,450 +15%
PFM
40
Phillips Financial Management
Indiana
$907K 35,632 – –
SSB
41
Sandy Spring Bank
Maryland
$873K 34,275 +2,070 +6%
RHP
42
Royal Harbor Partners
Texas
$824K 32,359 -355 -1%
BSAM
43
Blue Square Asset Management
New York
$814K 31,983 -4,665 -13%
REMPR
44
Roof Eidam Maycock Peralta (REMP)
California
$798K 31,350 +7,000 +29%
GHA
45
Granite Harbor Advisors
Texas
$698K 27,404 +11,705 +75%
Lido Advisors
46
Lido Advisors
California
$613K 24,073 +24,073 New
NDSI
47
Newman Dignan & Sheerar Inc
Rhode Island
$606K 23,807 – –
CIA
48
Capital Investment Advisors
Georgia
$547K 21,487 +4,079 +23%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$510K 20,025 -1,954 -9%
Osaic Holdings
50
Osaic Holdings
Arizona
$486K 19,108 +6,758 +55%
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