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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

122 hedge funds and large institutions have $378M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
62
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$11.6M
2
Ameriprise
2
Ameriprise
Minnesota
$5.88M
3
P
3
Paradiem
Louisiana
$4.04M
4
QFA
4
Quantum Financial Advisors
California
$3.07M
5
LIA
5
LBMC Investment Advisors
Tennessee
$3.96M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$401K
3
US Bancorp
3
US Bancorp
Minnesota
$17.2M
4
CA
4
Crumly & Associates
Illinois
$6.05M
5
DSA
5
Droms Strauss Advisors
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QFA
26
Quantum Financial Advisors
California
$3.07M 122,049 +122,049 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$3.03M 120,562 -131 -0.1%
CWP
28
Cyndeo Wealth Partners
Florida
$2.79M 110,952 +35,402 +47%
SVWAG
29
Sound View Wealth Advisors Group
Georgia
$2.66M 105,501 -4,374 -4%
SPIA
30
Steward Partners Investment Advisory
New York
$2.45M 97,447 -4,959 -5%
CTC
31
Central Trust Company
Missouri
$2.43M 96,698 +26,495 +38%
UCFA
32
United Capital Financial Advisors
Texas
$2.37M 94,116 -14,807 -14%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.34M 93,028 +3,171 +4%
Stifel Financial
34
Stifel Financial
Missouri
$2.32M 92,151 +92,151 New
IWC
35
Integrated Wealth Concepts
Massachusetts
$2.02M 80,419 +26,812 +50%
NDSI
36
Newman Dignan & Sheerar Inc
Rhode Island
$1.64M 65,297 – –
RJA
37
Raymond James & Associates
Florida
$1.64M 65,104 -1,854 -3%
EFP
38
Envision Financial Planning
Tennessee
$1.63M 64,650 -26,162 -29%
KA
39
Klingman & Associates
New York
$1.48M 58,633 -2,712 -4%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.41M 55,932 -19,794 -26%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.38M 54,865 +12,635 +30%
GT
42
Glenview Trust
Kentucky
$1.33M 53,027 +27,662 +109%
BSAM
43
Blue Square Asset Management
New York
$1.29M 51,389 -329 -0.6%
SWMG
44
Signature Wealth Management Group
Georgia
$1.26M 50,317 +1,579 +3%
WIC
45
Woodmont Investment Counsel
Tennessee
$1.25M 49,784 +284 +0.6%
Jane Street
46
Jane Street
New York
$1.25M 49,706 +49,706 New
AM
47
Atwater Malick
Pennsylvania
$1.2M 47,844 +3,718 +8%
SPA
48
Sentinel Pension Advisors
Massachusetts
$1.17M 46,635 +175 +0.4%
CIAS
49
CFS Investment Advisory Services
New Jersey
$1.16M 46,202 +570 +1%
PFM
50
Phillips Financial Management
Indiana
$1.13M 44,996 -4,825 -10%
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