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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

145 hedge funds and large institutions have $445M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
145
Holders Change
+12
Holders Change %
+9.02%
% of All Funds
1.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
65
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$24.4M
2
Bank of America
2
Bank of America
North Carolina
$45M
3
LIM
3
Leavell Investment Management
Alabama
$4.16M
4
Lido Advisors
4
Lido Advisors
California
$3.57M
5
Wells Fargo
5
Wells Fargo
California
$23.2M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$20.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.4M
3
UBS Group
3
UBS Group
Switzerland
$10.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
Jane Street
5
Jane Street
New York
$814K
Name Market Value Shares Shares
Change 		Shares
Change %
P
26
Paradiem
Louisiana
$4.03M 160,410 – –
CTC
27
Central Trust Company
Missouri
$3.91M 155,546 +23,318 +18%
Lido Advisors
28
Lido Advisors
California
$3.57M 142,076 +91,743 +182%
CWP
29
Cyndeo Wealth Partners
Florida
$3.52M 140,083 +10,230 +8%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.35M 133,112 +31,243 +31%
QFA
31
Quantum Financial Advisors
California
$3.3M 131,372 +4,726 +4%
SWM
32
Spire Wealth Management
Virginia
$3.23M 128,491 +2,613 +2%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.15M 125,169 +28,432 +29%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$3.03M 120,565 +31,698 +36%
Stifel Financial
35
Stifel Financial
Missouri
$2.98M 118,583 -876 -0.7%
SVWAG
36
Sound View Wealth Advisors Group
Georgia
$2.72M 108,224 -474 -0.4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.55M 101,515 +3,900 +4%
UCFA
38
United Capital Financial Advisors
Texas
$2.33M 92,781 +6,442 +7%
SCG
39
Sonata Capital Group
Washington
$2.33M 92,603 +84,723 +1,075%
PP
40
Postrock Partners
Oregon
$2.24M 89,081 +89,081 New
GT
41
Glenview Trust
Kentucky
$2.09M 83,324 +9,401 +13%
CCM
42
Coldstream Capital Management
Washington
$1.94M 77,283 +29,410 +61%
EFP
43
Envision Financial Planning
Tennessee
$1.84M 73,197 +1,412 +2%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.79M 71,315 +4,408 +7%
NDSI
45
Newman Dignan & Sheerar Inc
Rhode Island
$1.78M 70,995 – –
VA
46
Valmark Advisers
Ohio
$1.56M 62,070 +17,007 +38%
SPIA
47
Steward Partners Investment Advisory
New York
$1.54M 61,134 -13,893 -19%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$1.46M 58,259 +4,235 +8%
AM
49
Atwater Malick
Pennsylvania
$1.42M 56,389 -2,245 -4%
WWM
50
WJ Wealth Management
Arizona
$1.39M 55,433 – –
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