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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

121 hedge funds and large institutions have $389M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
61
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$19.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.8M
3
Bank of America
3
Bank of America
North Carolina
$37.8M
4
UBS Group
4
UBS Group
Switzerland
$10.7M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$18.2M

Top Sellers

1
CA
1
Crumly & Associates
Illinois
$1.92M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$10.4M
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
RHP
4
Royal Harbor Partners
Texas
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
101
Advisory Services Network
Georgia
$263K -$12.5K -500 -5%
PWS
102
Peloton Wealth Strategists
Indiana
$250K – – –
C1AG
103
Client 1st Advisory Group
Florida
$249K – – –
AF
104
Arrow Financial
New York
$238K – – –
AIP
105
Ameritas Investment Partners
Nebraska
$225K -$11.6K -462 -5%
PTC
106
Private Trust Company
Ohio
$206K – – –
S
107
SignatureFD
Georgia
$203K +$203K +8,134 New
VNA
108
Valley National Advisers
Pennsylvania
$144K +$850 +34 +0.6%
ADL
109
Asset Dedication LLC
California
$73.1K – – –
GEA
110
Glen Eagle Advisors
New Jersey
$68.2K – – –
HIA
111
Harbor Investment Advisory
Maryland
$63.1K +$63.1K +2,524 New
IAIM
112
International Assets Investment Management
Florida
$49.7K +$49.7K +1,988 New
FFA
113
Farther Finance Advisors
California
$49.3K -$512K -20,527 -91%
AF
114
Allworth Financial
California
$20.4K – – –
OAJ
115
Ogorek Anthony Joseph
New York
$18K +$97 +4 +0.5%
HPC
116
HM Payson & Co
Maine
$8.75K – – –
AP
117
Aspect Partners
Virginia
$8.03K – – –
SC
118
Stephens Consulting
Michigan
$7.85K – – –
Fidelity Investments
119
Fidelity Investments
Massachusetts
$5.33K +$5.33K +213 New
ATS
120
Ashton Thomas Securities
New York
$4.33K +$4.33K +173 New
BlackRock
121
BlackRock
New York
$3.68K +$75 +3 +2%
LNC
122
Lincoln National Corp
Pennsylvania
– -$1.08M -43,037 Closed
RHP
123
Royal Harbor Partners
Texas
– -$898K -35,658 Closed
FTUS
124
Flow Traders U.S.
New York
– -$890K -35,366 Closed
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
– -$755K -29,999 Closed
2 3 4
5
6