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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

133 hedge funds and large institutions have $420M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 27 reducing their positions, and 4 closing their positions.

Holders
133
Holders Change
+12
Holders Change %
+9.92%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
61
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$41.2M
2
HCM
2
Howland Capital Management
Massachusetts
$4.08M
3
Wells Fargo
3
Wells Fargo
California
$21.3M
4
LIA
4
LBMC Investment Advisors
Tennessee
$6.97M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$20.2M

Top Sellers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$16.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.2M
3
CA
3
Crumly & Associates
Illinois
$1.4M
4
SPIA
4
Steward Partners Investment Advisory
New York
$1.91M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
GA
26
Gateway Advisory
New Jersey
$3.36M 132,009 +632 +0.5%
CWP
27
Cyndeo Wealth Partners
Florida
$3.3M 129,853 +20,914 +19%
QFA
28
Quantum Financial Advisors
California
$3.22M 126,646 +3,507 +3%
SWM
29
Spire Wealth Management
Virginia
$3.2M 125,878 -5,259 -4%
Stifel Financial
30
Stifel Financial
Missouri
$3.04M 119,459 -5,527 -4%
IWC
31
Integrated Wealth Concepts
Massachusetts
$2.84M 111,753 +26,270 +31%
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$2.77M 108,698 +3,834 +4%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.59M 101,869 +14,760 +17%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.48M 97,615 +1,143 +1%
Osaic Holdings
35
Osaic Holdings
Arizona
$2.46M 96,737 +20,798 +27%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$2.26M 88,867 +35,611 +67%
UCFA
37
United Capital Financial Advisors
Texas
$2.2M 86,339 -1,847 -2%
RJA
38
Raymond James & Associates
Florida
$1.95M 76,500 +6,326 +9%
SPIA
39
Steward Partners Investment Advisory
New York
$1.91M 75,027 -19,628 -21%
GT
40
Glenview Trust
Kentucky
$1.88M 73,923 – –
EFP
41
Envision Financial Planning
Tennessee
$1.83M 71,785 +959 +1%
NDSI
42
Newman Dignan & Sheerar Inc
Rhode Island
$1.79M 70,995 +702 +1%
Jane Street
43
Jane Street
New York
$1.73M 67,882 +12,430 +22%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.7M 66,907 +10,940 +20%
AM
45
Atwater Malick
Pennsylvania
$1.49M 58,634 +1,999 +4%
LIM
46
Leavell Investment Management
Alabama
$1.47M 57,912 +31,086 +116%
WWM
47
WJ Wealth Management
Arizona
$1.41M 55,433 +55,433 New
CA
48
Crumly & Associates
Illinois
$1.4M 55,089 -21,547 -28%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$1.37M 54,024 – –
Lido Advisors
50
Lido Advisors
California
$1.28M 50,333 +24,440 +94%
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