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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 %
CA
51
Crumly & Associates
Illinois
$1.34M 53,286 -1,803 -3%
CIA
52
Capital Investment Advisors
Georgia
$1.32M 52,487 +9,865 +23%
SPA
53
Sentinel Pension Advisors
Massachusetts
$1.28M 50,741 +1,493 +3%
SWMG
54
Signature Wealth Management Group
Georgia
$1.27M 50,511 +2,283 +5%
SWP
55
Stratos Wealth Partners
Ohio
$1.21M 48,101 +878 +2%
PFM
56
Phillips Financial Management
Indiana
$1.18M 46,980 +1,968 +4%
BSAM
57
Blue Square Asset Management
New York
$1.18M 46,945 -1,557 -3%
GHA
58
Granite Harbor Advisors
Texas
$1.18M 46,871 +20,504 +78%
RFC
59
Regions Financial Corp
Alabama
$1.17M 46,668 +3,272 +8%
ST
60
Spinnaker Trust
Maine
$1.17M 46,490 +16,385 +54%
PA
61
Prism Advisors
California
$1.12M 44,715 – –
SSB
62
Sandy Spring Bank
Maryland
$1.12M 44,485 +1,853 +4%
EPW
63
Evergreen Private Wealth
Colorado
$1.11M 44,343 +7,266 +20%
RAG
64
RIA Advisory Group
Iowa
$1.09M 43,225 +43,225 New
CIM
65
Confluence Investment Management
Missouri
$1.03M 40,821 -435 -1%
BEI
66
Benjamin Edwards Inc
Missouri
$1.02M 40,514 +5,711 +16%
Financial Engines Advisors
67
Financial Engines Advisors
California
$919K 36,559 +24,087 +193%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$905K 36,002 +23,780 +195%
MWM
69
Modern Wealth Management
Kansas
$897K 35,684 +35,684 New
IA
70
IFP Advisors
Florida
$841K 33,465 +1,331 +4%
Jane Street
71
Jane Street
New York
$814K 32,388 -35,494 -52%
REMPR
72
Roof Eidam Maycock Peralta (REMP)
California
$807K 32,092 +63 +0.2%
BPA
73
Beacon Pointe Advisors
California
$798K 31,724 +1,486 +5%
SCA
74
Snowden Capital Advisors
New York
$779K 31,000 – –
GWMR
75
GC Wealth Management RIA
Massachusetts
$776K 30,875 +972 +3%
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3
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