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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

82 hedge funds and large institutions have $205M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+17
Holders Change %
+26.15%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
40
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
1
Hengehold Capital Management
Ohio
$10M
2
US Bancorp
2
US Bancorp
Minnesota
$14.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.2M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$15.9M
5
Bank of America
5
Bank of America
North Carolina
$10.3M

Top Sellers

1
CIM
1
Confluence Investment Management
Missouri
$262K
2
GA
2
Gateway Advisory
New Jersey
$1.15M
3
FCA
3
FinTrust Capital Advisors
South Carolina
$0
4
HWA
4
Heartwood Wealth Advisors
Virginia
$13.2M
5
AIP
5
Ameritas Investment Partners
Nebraska
$253K
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
51
Granite Harbor Advisors
Texas
$394K +$394K +15,699 New
WI
52
WrapManager Inc
California
$384K +$72.9K +2,906 +23%
ACS
53
Archford Capital Strategies
Illinois
$343K +$41.2K +1,644 +14%
Osaic Holdings
54
Osaic Holdings
Arizona
$310K +$310K +12,350 New
VNB
55
Virginia National Bank
Virginia
$310K – – –
BPA
56
Beacon Pointe Advisors
California
$305K +$67.5K +2,693 +28%
C1AG
57
Client 1st Advisory Group
Florida
$300K +$300K +11,956 New
Ameriprise
58
Ameriprise
Minnesota
$292K +$49.6K +1,976 +20%
CIM
59
Confluence Investment Management
Missouri
$262K -$5.17M -206,196 -95%
AM
60
Atwater Malick
Pennsylvania
$259K +$35.4K +1,410 +16%
AIP
61
Ameritas Investment Partners
Nebraska
$253K -$393K -15,687 -61%
PWS
62
Peloton Wealth Strategists
Indiana
$251K – – –
PTC
63
Private Trust Company
Ohio
$248K +$248K +9,894 New
AF
64
Arrow Financial
New York
$247K +$45.5K +1,815 +23%
WCM
65
WealthBridge Capital Management
Ohio
$233K +$233K +9,274 New
ASN
66
Advisory Services Network
Georgia
$213K -$376 -15 -0.2%
CIC
67
Carnegie Investment Counsel
Ohio
$210K +$210K +8,390 New
SWA
68
Stratos Wealth Advisors
Ohio
$209K +$209K +8,325 New
MA
69
Mutual Advisors
Nebraska
$205K +$205K +8,192 New
CTC
70
Central Trust Company
Missouri
$117K +$117K +4,656 New
SCA
71
Stonebridge Capital Advisors
Minnesota
$61.9K +$7.55K +301 +14%
ADL
72
Asset Dedication LLC
California
$49K – – –
VCM
73
Vigilant Capital Management
Maine
$49K +$8K +320 +20%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$41K +$41K +1,623 New
TWM
75
Tradition Wealth Management
Minnesota
$31K +$177 +7 +0.6%
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