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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 %
Bank of America
1
Bank of America
North Carolina
$34.6M 1,373,371 +87,855 +7%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$22.6M 898,929 +40,212 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.6M 816,877 +24,580 +3%
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$18.8M 746,061 +51,688 +7%
Wells Fargo
5
Wells Fargo
California
$18.5M 735,637 +58,556 +9%
US Bancorp
6
US Bancorp
Minnesota
$17.2M 683,296 -98,150 -13%
HighTower Advisors
7
HighTower Advisors
Illinois
$17.1M 679,710 -31,176 -4%
KCM
8
Kathmere Capital Management
Pennsylvania
$16.8M 668,607 +53,389 +9%
HWA
9
Heartwood Wealth Advisors
Virginia
$16.7M 663,399 +44,987 +7%
Morgan Stanley
10
Morgan Stanley
New York
$11.6M 462,771 -461,677 -50%
Corient Private Wealth
11
Corient Private Wealth
Florida
$11.6M 459,285 +459,285 New
HCM
12
Hengehold Capital Management
Ohio
$10.2M 403,583 +2,874 +0.7%
NA
13
NewEdge Advisors
Louisiana
$9.56M 379,963 +19,602 +5%
UBS Group
14
UBS Group
Switzerland
$9.37M 372,231 +20,434 +6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$8.78M 348,973 +6,923 +2%
HBT
16
Hills Bank & Trust
Iowa
$7.33M 291,068 – –
CIA
17
Covington Investment Advisors
Pennsylvania
$7.14M 283,680 +45,570 +19%
PWM
18
Praetorian Wealth Management
California
$6.39M 253,991 +15,275 +6%
CA
19
Crumly & Associates
Illinois
$6.05M 240,269 -67,088 -22%
Ameriprise
20
Ameriprise
Minnesota
$5.88M 233,686 +216,949 +1,296%
LPL Financial
21
LPL Financial
California
$4.87M 193,463 +30,949 +19%
P
22
Paradiem
Louisiana
$4.04M 160,410 +160,410 New
LIA
23
LBMC Investment Advisors
Tennessee
$3.96M 157,191 +118,481 +306%
GA
24
Gateway Advisory
New Jersey
$3.61M 143,445 +8,793 +7%
SWM
25
Spire Wealth Management
Virginia
$3.26M 129,622 +352 +0.3%
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