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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

91 hedge funds and large institutions have $241M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
47
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$5.6M
2
Stifel Financial
2
Stifel Financial
Missouri
$4.58M
3
CIM
3
Confluence Investment Management
Missouri
$2.74M
4
Bank of America
4
Bank of America
North Carolina
$12.4M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$8.86M

Top Sellers

1
SVWAG
1
Sound View Wealth Advisors Group
Georgia
$1.08M
2
NA
2
NewEdge Advisors
Louisiana
$5.6M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.12M
4
MLA
4
MB, Levis & Associates
Pennsylvania
$1.35M
5
CAN
5
Cetera Advisor Networks
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.9M 741,849 +17,887 +2%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$17.6M 692,779 +48,748 +8%
HighTower Advisors
3
HighTower Advisors
Illinois
$16.6M 650,540 +16,412 +3%
US Bancorp
4
US Bancorp
Minnesota
$15.9M 624,190 +48,620 +8%
HWA
5
Heartwood Wealth Advisors
Virginia
$14.6M 571,772 +45,071 +9%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$14.5M 570,122 +10,411 +2%
Wells Fargo
7
Wells Fargo
California
$12.5M 490,670 +55,448 +13%
Bank of America
8
Bank of America
North Carolina
$12.4M 488,583 +76,298 +19%
HCM
9
Hengehold Capital Management
Ohio
$10.2M 401,114 +1,628 +0.4%
Corient Private Wealth
10
Corient Private Wealth
Florida
$8.86M 347,915 +61,256 +21%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.39M 290,082 +11,093 +4%
UBS Group
12
UBS Group
Switzerland
$6.45M 253,181 -5,356 -2%
PWM
13
Praetorian Wealth Management
California
$5.71M 224,358 +32,283 +17%
NA
14
NewEdge Advisors
Louisiana
$5.6M 220,102 -28,767 -12%
Jane Street
15
Jane Street
New York
$5.6M 219,804 +219,804 New
Morgan Stanley
16
Morgan Stanley
New York
$5.23M 205,437 +18,727 +10%
Stifel Financial
17
Stifel Financial
Missouri
$4.58M 179,762 +179,762 New
SPIA
18
Steward Partners Investment Advisory
New York
$3.67M 144,208 -2,174 -1%
SWM
19
Spire Wealth Management
Virginia
$3.46M 135,972 +24,090 +22%
LPL Financial
20
LPL Financial
California
$3.39M 133,038 +10,418 +8%
UCFA
21
United Capital Financial Advisors
Texas
$3.19M 125,397 -12,207 -9%
CIM
22
Confluence Investment Management
Missouri
$2.74M 107,715 +97,275 +932%
LPT
23
Legacy Private Trust
Wisconsin
$2.64M 103,888 – –
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.44M 95,835 +29,858 +45%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.43M 95,609 +52,030 +119%
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