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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

99 hedge funds and large institutions have $246M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 2 closing their positions.

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
44
Reduced
26
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$10.5M
2
DSA
2
Droms Strauss Advisors
Missouri
$1.37M
3
Bank of America
3
Bank of America
North Carolina
$13.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$18.5M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$971K

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.69M
2
NA
2
NewEdge Advisors
Louisiana
$4.19M
3
LPT
3
Legacy Private Trust
Wisconsin
$1.64M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.74M
5
Wells Fargo
5
Wells Fargo
California
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
76
Ameritas Investment Partners
Nebraska
$258K -$4.41K -176 -2%
PWS
77
Peloton Wealth Strategists
Indiana
$251K – – –
Baird Financial Group
78
Baird Financial Group
Wisconsin
$251K -$27.6K -1,102 -10%
LNC
79
Lincoln National Corp
Pennsylvania
$229K +$802 +32 +0.4%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$212K +$212K +8,440 New
MA
81
Mutual Advisors
Nebraska
$205K – – –
ASN
82
Advisory Services Network
Georgia
$201K -$12.5K -500 -6%
CFG
83
Carr Financial Group
Massachusetts
$201K – – –
PTC
84
Private Trust Company
Ohio
$197K -$44.2K -1,764 -18%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$184K -$100 -4 -0.1%
SCA
86
Stonebridge Capital Advisors
Minnesota
$168K +$25.1K +1,000 +18%
PA
87
Parallel Advisors
California
$138K +$138K +5,500 New
BWM
88
BerganKDV Wealth Management
Minnesota
$66.1K +$66.1K +2,639 New
VCM
89
Vigilant Capital Management
Maine
$54K – – –
ADL
90
Asset Dedication LLC
California
$49K – – –
TWM
91
Tradition Wealth Management
Minnesota
$31K +$151 +6 +0.5%
HIA
92
Harbor Investment Advisory
Maryland
$30.8K – – –
BEI
93
Benjamin Edwards Inc
Missouri
$25K -$406 -16 -2%
FFA
94
Farther Finance Advisors
California
$21.1K – – –
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$18.5K – – –
OAJ
96
Ogorek Anthony Joseph
New York
$18K +$18K +742 New
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$8.68K +$6.85K +273 +374%
SC
98
Stephens Consulting
Michigan
$7.87K – – –
BlackRock
99
BlackRock
New York
$3.58K +$25 +1 +0.7%
BPA
100
Beacon Pointe Advisors
California
– -$259K -10,155 Closed
1 2 3
4
5