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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

103 hedge funds and large institutions have $254M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
41
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.4M
2
HBT
2
Hills Bank & Trust
Iowa
$3.95M
3
Wells Fargo
3
Wells Fargo
California
$15.5M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$2.68M
5
EFP
5
Envision Financial Planning
Tennessee
$2.12M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$0
2
CIM
2
Confluence Investment Management
Missouri
$299K
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$158K
4
LPT
4
Legacy Private Trust
Wisconsin
$466K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KA
26
Klingman & Associates
New York
$1.64M 66,932 +8,410 +14%
GA
27
Gateway Advisory
New Jersey
$1.48M 60,469 +7,650 +14%
RJA
28
Raymond James & Associates
Florida
$1.38M 56,332 +11,652 +26%
DSA
29
Droms Strauss Advisors
Missouri
$1.35M 55,040 +176 +0.3%
CTC
30
Central Trust Company
Missouri
$1.27M 51,972 +22,082 +74%
WIC
31
Woodmont Investment Counsel
Tennessee
$1.26M 51,500 +5,500 +12%
CIAS
32
CFS Investment Advisory Services
New Jersey
$1.22M 49,976 -7,643 -13%
MLA
33
MB, Levis & Associates
Pennsylvania
$1.15M 47,145 -5,434 -10%
SPA
34
Sentinel Pension Advisors
Massachusetts
$1.13M 46,129 +239 +0.5%
PA
35
Prism Advisors
California
$1.09M 44,715 – –
SVWAG
36
Sound View Wealth Advisors Group
Georgia
$1.08M 44,143 +790 +2%
AM
37
Atwater Malick
Pennsylvania
$1.04M 42,283 +11,981 +40%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.03M 42,140 +663 +2%
GSIAS
39
Garden State Investment Advisory Services
New Jersey
$944K 38,547 +4,683 +14%
OMC
40
Old Mission Capital
Illinois
$938K 38,314 +38,314 New
SSB
41
Sandy Spring Bank
Maryland
$927K 37,855 +2,465 +7%
RHP
42
Royal Harbor Partners
Texas
$922K 37,678 -2,710 -7%
BSAM
43
Blue Square Asset Management
New York
$862K 35,229 +588 +2%
NDSI
44
Newman Dignan & Sheerar Inc
Rhode Island
$828K 33,827 – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$821K 33,543 +1,725 +5%
CG
46
Colony Group
Massachusetts
$793K 32,407 – –
REMPR
47
Roof Eidam Maycock Peralta (REMP)
California
$780K 31,850 – –
IWC
48
Integrated Wealth Concepts
Massachusetts
$728K 29,743 -8,982 -23%
CIA
49
Capital Investment Advisors
Georgia
$716K 29,242 +3,431 +13%
PFM
50
Phillips Financial Management
Indiana
$689K 28,141 -11,447 -29%
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