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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

113 hedge funds and large institutions have $350M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
55
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.5M
2
Bank of America
2
Bank of America
North Carolina
$32.7M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$15.6M
4
CA
4
Crumly & Associates
Illinois
$7.81M
5
CIA
5
Covington Investment Advisors
Pennsylvania
$6.05M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$0
2
Jane Street
2
Jane Street
New York
$0
3
MLA
3
MB, Levis & Associates
Pennsylvania
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
SPIA
5
Steward Partners Investment Advisory
New York
$2.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PCH
76
PGIM Custom Harvest
New Jersey
$352K 13,844 -358 -3%
CFS
77
Commonwealth Financial Services
West Virginia
$340K 13,383 +13,383 New
BPA
78
Beacon Pointe Advisors
California
$336K 13,206 +1,352 +11%
KC
79
Kades & Cheifetz
Pennsylvania
$335K 13,189 +2,190 +20%
ASN
80
Advisory Services Network
Georgia
$320K 12,599 +649 +5%
CIM
81
Confluence Investment Management
Missouri
$318K 12,517 +285 +2%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$318K 12,529 +25 +0.2%
CCA
83
Cora Capital Advisors
New Jersey
$305K 12,000 – –
RCAG
84
Rehmann Capital Advisory Group
Michigan
$302K 11,891 +11,891 New
MA
85
MONECO Advisors
Connecticut
$278K 10,943 +10,943 New
Baird Financial Group
86
Baird Financial Group
Wisconsin
$271K 10,664 – –
PSIWM
87
Paradigm Strategies in Wealth Management
Minnesota
$264K 10,407 +10,407 New
LNC
88
Lincoln National Corp
Pennsylvania
$259K 10,189 -867 -8%
PA
89
Parallel Advisors
California
$254K 10,000 – –
PWS
90
Peloton Wealth Strategists
Indiana
$254K 10,000 – –
C1AG
91
Client 1st Advisory Group
Florida
$253K 9,960 -1,996 -17%
FTUS
92
Flow Traders U.S.
New York
$253K 9,942 +9,942 New
WCM
93
WealthBridge Capital Management
Ohio
$250K 9,832 -839 -8%
AF
94
Arrow Financial
New York
$240K 9,454 -873 -8%
AIP
95
Ameritas Investment Partners
Nebraska
$236K 9,291 -461 -5%
ST
96
Spinnaker Trust
Maine
$234K 9,223 +9,223 New
LIM
97
Leavell Investment Management
Alabama
$232K 9,126 +9,126 New
PTC
98
Private Trust Company
Ohio
$209K 8,240 -267 -3%
MA
99
Mutual Advisors
Nebraska
$207K 8,134 +8,134 New
Mariner
100
Mariner
Kansas
$206K 8,125 +8,125 New
2 3
4
5 6