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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

133 hedge funds and large institutions have $420M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 27 reducing their positions, and 4 closing their positions.

Holders
133
Holders Change
+12
Holders Change %
+9.92%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
61
Reduced
27
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$41.2M
2
HCM
2
Howland Capital Management
Massachusetts
$4.08M
3
Wells Fargo
3
Wells Fargo
California
$21.3M
4
LIA
4
LBMC Investment Advisors
Tennessee
$6.97M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$20.2M

Top Sellers

1
KCM
1
Kathmere Capital Management
Pennsylvania
$16.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.2M
3
CA
3
Crumly & Associates
Illinois
$1.4M
4
SPIA
4
Steward Partners Investment Advisory
New York
$1.91M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
101
WealthBridge Capital Management
Ohio
$295K 11,583 +11,583 New
RCAG
102
Rehmann Capital Advisory Group
Michigan
$294K 11,546 – –
Goldman Sachs
103
Goldman Sachs
New York
$285K 11,201 -4,540 -29%
MA
104
MONECO Advisors
Connecticut
$278K 10,943 – –
ASN
105
Advisory Services Network
Georgia
$263K 10,500 – –
JSA
106
Jim Saulnier & Associates
Colorado
$260K 10,230 +10,230 New
PWS
107
Peloton Wealth Strategists
Indiana
$255K 10,000 – –
Baird Financial Group
108
Baird Financial Group
Wisconsin
$255K 10,000 -664 -6%
C1AG
109
Client 1st Advisory Group
Florida
$253K 9,960 – –
SWA
110
Sightline Wealth Advisors
Connecticut
$252K 9,905 +9,905 New
AF
111
Arrow Financial
New York
$242K 9,517 – –
TLFA
112
True Link Financial Advisors
California
$219K 8,592 +8,592 New
PAG
113
Private Advisor Group
New Jersey
$216K 8,491 +8,491 New
PTC
114
Private Trust Company
Ohio
$210K 8,240 – –
S
115
SignatureFD
Georgia
$207K 8,134 – –
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$205K 8,054 +8,054 New
HS
117
Horan Securities
United States
$203K 7,995 +7,995 New
SCG
118
Sonata Capital Group
Washington
$201K 7,880 +7,880 New
AIP
119
Ameritas Investment Partners
Nebraska
$176K 6,900 -2,096 -23%
FCA
120
FinTrust Capital Advisors
South Carolina
$101K 3,979 +3,979 New
GEA
121
Glen Eagle Advisors
New Jersey
$69.4K 2,725 – –
HIA
122
Harbor Investment Advisory
Maryland
$64.2K 2,524 – –
ACA
123
American Capital Advisory
Idaho
$56.8K 2,231 +2,231 New
ADL
124
Asset Dedication LLC
California
$51.3K 2,015 -906 -31%
CT
125
Coastline Trust
Rhode Island
$21.5K 843 +843 New
2 3 4
5
6