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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

122 hedge funds and large institutions have $378M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
62
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$11.6M
2
Ameriprise
2
Ameriprise
Minnesota
$5.88M
3
P
3
Paradiem
Louisiana
$4.04M
4
QFA
4
Quantum Financial Advisors
California
$3.07M
5
LIA
5
LBMC Investment Advisors
Tennessee
$3.96M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$401K
3
US Bancorp
3
US Bancorp
Minnesota
$17.2M
4
CA
4
Crumly & Associates
Illinois
$6.05M
5
DSA
5
Droms Strauss Advisors
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
101
MONECO Advisors
Connecticut
$275K 10,943 – –
Baird Financial Group
102
Baird Financial Group
Wisconsin
$268K 10,664 – –
PSIWM
103
Paradigm Strategies in Wealth Management
Minnesota
$267K 10,604 +197 +2%
LIM
104
Leavell Investment Management
Alabama
$255K 10,126 +1,000 +11%
PWS
105
Peloton Wealth Strategists
Indiana
$252K 10,000 – –
C1AG
106
Client 1st Advisory Group
Florida
$251K 9,960 – –
WCM
107
WealthBridge Capital Management
Ohio
$244K 9,703 -129 -1%
AF
108
Arrow Financial
New York
$240K 9,517 +63 +0.7%
AIP
109
Ameritas Investment Partners
Nebraska
$238K 9,458 +167 +2%
CAN
110
Cetera Advisor Networks
California
$215K 8,554 +8,554 New
PTC
111
Private Trust Company
Ohio
$207K 8,240 – –
CFG
112
Carr Financial Group
Massachusetts
$201K 8,000 – –
VNA
113
Valley National Advisers
Pennsylvania
$144K 5,729 +5,729 New
ADL
114
Asset Dedication LLC
California
$73K 2,921 – –
GEA
115
Glen Eagle Advisors
New Jersey
$68.6K 2,725 +1,250 +85%
AA
116
Addison Advisors
Vermont
$23.4K 930 -140 -13%
AF
117
Allworth Financial
California
$20.4K 812 – –
OAJ
118
Ogorek Anthony Joseph
New York
$18K 742 – –
HPC
119
HM Payson & Co
Maine
$8.81K 350 +350 New
AP
120
Aspect Partners
Virginia
$8.08K 321 -443 -58%
SC
121
Stephens Consulting
Michigan
$7.9K 314 – –
BlackRock
122
BlackRock
New York
$3.62K 144 – –
DSA
123
Droms Strauss Advisors
Missouri
– – -52,364 Closed
SWA
124
Stratos Wealth Advisors
Ohio
– – -33,547 Closed
CPIA
125
Cornell Pochily Investment Advisors
New York
– – -18,983 Closed
2 3 4
5
6