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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 Holding Trade Value Shares
Change 		Shares
Change %
SPA
51
Sentinel Pension Advisors
Massachusetts
$1.25M +$59.5K +2,337 +5%
BSAM
52
Blue Square Asset Management
New York
$1.23M -$28.1K -1,104 -2%
SWMG
53
Signature Wealth Management Group
Georgia
$1.23M -$51.8K -2,037 -4%
CCM
54
Coldstream Capital Management
Washington
$1.22M +$150K +5,905 +14%
SWP
55
Stratos Wealth Partners
Ohio
$1.2M +$129K +5,071 +12%
VA
56
Valmark Advisers
Ohio
$1.15M +$35.3K +1,386 +3%
PFM
57
Phillips Financial Management
Indiana
$1.15M -$50.1K -1,968 -4%
PA
58
Prism Advisors
California
$1.14M – – –
RFC
59
Regions Financial Corp
Alabama
$1.1M +$1.43K +56 +0.1%
SSB
60
Sandy Spring Bank
Maryland
$1.08M +$37.4K +1,470 +4%
CIA
61
Capital Investment Advisors
Georgia
$1.08M +$58.8K +2,309 +6%
CIM
62
Confluence Investment Management
Missouri
$1.05M +$25.4K +997 +2%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$961K +$961K +37,761 New
EPW
64
Evergreen Private Wealth
Colorado
$944K +$30K +1,179 +3%
BEI
65
Benjamin Edwards Inc
Missouri
$886K +$886K +34,803 New
IA
66
IFP Advisors
Florida
$818K -$39.2K -1,542 -5%
OMC
67
Old Mission Capital
Illinois
$817K +$817K +32,101 New
REMPR
68
Roof Eidam Maycock Peralta (REMP)
California
$815K +$1.2K +47 +0.1%
CIAS
69
CFS Investment Advisory Services
New Jersey
$801K -$48.6K -1,910 -6%
SCA
70
Snowden Capital Advisors
New York
$789K – – –
BPA
71
Beacon Pointe Advisors
California
$770K +$36.5K +1,433 +5%
ST
72
Spinnaker Trust
Maine
$766K +$48.5K +1,905 +7%
GWMR
73
GC Wealth Management RIA
Massachusetts
$761K +$161K +6,314 +27%
FFG
74
Foundry Financial Group
New Hampshire
$752K -$12.1K -475 -2%
SA
75
Sanctuary Advisors
Indiana
$723K +$105K +4,167 +17%
1 2
3
4 5