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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

113 hedge funds and large institutions have $350M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
55
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.5M
2
Bank of America
2
Bank of America
North Carolina
$32.7M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$15.6M
4
CA
4
Crumly & Associates
Illinois
$7.81M
5
CIA
5
Covington Investment Advisors
Pennsylvania
$6.05M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$0
2
Jane Street
2
Jane Street
New York
$0
3
MLA
3
MB, Levis & Associates
Pennsylvania
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
SPIA
5
Steward Partners Investment Advisory
New York
$2.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$2.6M 102,406 -29,748 -23%
EFP
27
Envision Financial Planning
Tennessee
$2.31M 90,812 +4,270 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.28M 89,857 +47,717 +113%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.92M 75,726 -16,458 -18%
CWP
30
Cyndeo Wealth Partners
Florida
$1.92M 75,550 +75,550 New
CTC
31
Central Trust Company
Missouri
$1.78M 70,203 +18,231 +35%
RJA
32
Raymond James & Associates
Florida
$1.7M 66,958 +10,626 +19%
NDSI
33
Newman Dignan & Sheerar Inc
Rhode Island
$1.66M 65,297 +31,470 +93%
KA
34
Klingman & Associates
New York
$1.56M 61,345 -5,587 -8%
IWC
35
Integrated Wealth Concepts
Massachusetts
$1.36M 53,607 +23,864 +80%
DSA
36
Droms Strauss Advisors
Missouri
$1.33M 52,364 -2,676 -5%
BSAM
37
Blue Square Asset Management
New York
$1.31M 51,718 +16,489 +47%
PFM
38
Phillips Financial Management
Indiana
$1.27M 49,821 +21,680 +77%
WIC
39
Woodmont Investment Counsel
Tennessee
$1.26M 49,500 -2,000 -4%
SWMG
40
Signature Wealth Management Group
Georgia
$1.24M 48,738 +48,738 New
SPA
41
Sentinel Pension Advisors
Massachusetts
$1.18M 46,460 +331 +0.7%
CIAS
42
CFS Investment Advisory Services
New Jersey
$1.16M 45,632 -4,344 -9%
PA
43
Prism Advisors
California
$1.14M 44,715 – –
AM
44
Atwater Malick
Pennsylvania
$1.12M 44,126 +1,843 +4%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.07M 42,230 +8,687 +26%
RFC
46
Regions Financial Corp
Alabama
$1.04M 41,097 +18,572 +82%
SSB
47
Sandy Spring Bank
Maryland
$985K 38,745 +890 +2%
LIA
48
LBMC Investment Advisors
Tennessee
$984K 38,710 +38,710 New
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$958K 37,702 +37,702 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$907K 35,668 +31,025 +668%
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