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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

91 hedge funds and large institutions have $241M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
47
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$5.6M
2
Stifel Financial
2
Stifel Financial
Missouri
$4.58M
3
CIM
3
Confluence Investment Management
Missouri
$2.74M
4
Bank of America
4
Bank of America
North Carolina
$12.4M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$8.86M

Top Sellers

1
SVWAG
1
Sound View Wealth Advisors Group
Georgia
$1.08M
2
NA
2
NewEdge Advisors
Louisiana
$5.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.12M
4
MLA
4
MB, Levis & Associates
Pennsylvania
$1.35M
5
CAN
5
Cetera Advisor Networks
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GSIAS
51
Garden State Investment Advisory Services
New Jersey
$486K 19,103 +66 +0.3%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$484K 19,000 – –
CPIA
53
Cornell Pochily Investment Advisors
New York
$480K 18,835 +50 +0.3%
VA
54
Valmark Advisers
Ohio
$443K 17,412 +451 +3%
RFC
55
Regions Financial Corp
Alabama
$436K 17,107 +893 +6%
WI
56
WrapManager Inc
California
$378K 14,857 -446 -3%
CTC
57
Central Trust Company
Missouri
$364K 14,303 +9,647 +207%
Ameriprise
58
Ameriprise
Minnesota
$364K 14,288 +2,644 +23%
ACS
59
Archford Capital Strategies
Illinois
$354K 13,863 +167 +1%
VNB
60
Virginia National Bank
Virginia
$314K 12,351 – –
AM
61
Atwater Malick
Pennsylvania
$312K 12,265 +1,929 +19%
CCA
62
Cora Capital Advisors
New Jersey
$306K 12,000 +12,000 New
C1AG
63
Client 1st Advisory Group
Florida
$304K 11,956 – –
Baird Financial Group
64
Baird Financial Group
Wisconsin
$283K 11,102 +11,102 New
WCM
65
WealthBridge Capital Management
Ohio
$282K 11,084 +1,810 +20%
SWA
66
Stratos Wealth Advisors
Ohio
$275K 10,791 +2,466 +30%
AIP
67
Ameritas Investment Partners
Nebraska
$267K 10,476 +402 +4%
AF
68
Arrow Financial
New York
$263K 10,327 +470 +5%
BPA
69
Beacon Pointe Advisors
California
$259K 10,155 -2,000 -16%
PWS
70
Peloton Wealth Strategists
Indiana
$255K 10,000 – –
KC
71
Kades & Cheifetz
Pennsylvania
$253K 9,940 +9,940 New
PTC
72
Private Trust Company
Ohio
$245K 9,606 -288 -3%
LNC
73
Lincoln National Corp
Pennsylvania
$232K 9,106 +9,106 New
ASN
74
Advisory Services Network
Georgia
$216K 8,500 – –
CIC
75
Carnegie Investment Counsel
Ohio
$209K 8,200 -190 -2%
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