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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

121 hedge funds and large institutions have $389M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
61
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$19.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.8M
3
Bank of America
3
Bank of America
North Carolina
$37.8M
4
UBS Group
4
UBS Group
Switzerland
$10.7M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$18.2M

Top Sellers

1
CA
1
Crumly & Associates
Illinois
$1.92M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$10.4M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
RHP
4
Royal Harbor Partners
Texas
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$3.13M 124,986 +32,835 +36%
QFA
27
Quantum Financial Advisors
California
$3.08M 123,139 +1,090 +0.9%
CTC
28
Central Trust Company
Missouri
$2.84M 113,480 +16,782 +17%
CWP
29
Cyndeo Wealth Partners
Florida
$2.72M 108,939 -2,013 -2%
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$2.62M 104,864 -637 -0.6%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.41M 96,472 +3,444 +4%
SPIA
32
Steward Partners Investment Advisory
New York
$2.37M 94,655 -2,792 -3%
UCFA
33
United Capital Financial Advisors
Texas
$2.21M 88,186 -5,930 -6%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.18M 87,109 +31,177 +56%
IWC
35
Integrated Wealth Concepts
Massachusetts
$2.14M 85,483 +5,064 +6%
CA
36
Crumly & Associates
Illinois
$1.92M 76,636 -163,633 -68%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.9M 75,939 +46,859 +161%
GT
38
Glenview Trust
Kentucky
$1.85M 73,923 +20,896 +39%
EFP
39
Envision Financial Planning
Tennessee
$1.77M 70,826 +6,176 +10%
NDSI
40
Newman Dignan & Sheerar Inc
Rhode Island
$1.76M 70,293 +4,996 +8%
RJA
41
Raymond James & Associates
Florida
$1.76M 70,174 +5,070 +8%
HCM
42
Howland Capital Management
Massachusetts
$1.65M 65,875 +38,025 +137%
AM
43
Atwater Malick
Pennsylvania
$1.42M 56,635 +8,791 +18%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.4M 55,967 +6,183 +12%
Jane Street
45
Jane Street
New York
$1.39M 55,452 +5,746 +12%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$1.35M 54,024 +14,580 +37%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.33M 53,256 -1,609 -3%
SWMG
48
Signature Wealth Management Group
Georgia
$1.26M 50,265 -52 -0.1%
BSAM
49
Blue Square Asset Management
New York
$1.24M 49,606 -1,783 -3%
PFM
50
Phillips Financial Management
Indiana
$1.17M 46,980 +1,984 +4%
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