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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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$37.8M 1,512,968 +139,597 +10%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$23.4M 934,668 +35,739 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.1M 841,925 +25,048 +3%
CA
4
Clearstead Advisors
Ohio
$19.8M 790,646 +790,646 New
Wells Fargo
5
Wells Fargo
California
$19.1M 764,376 +28,739 +4%
HighTower Advisors
6
HighTower Advisors
Illinois
$18.2M 729,465 +49,755 +7%
KCM
7
Kathmere Capital Management
Pennsylvania
$17.4M 693,911 +25,304 +4%
HWA
8
Heartwood Wealth Advisors
Virginia
$16.9M 676,431 +13,032 +2%
US Bancorp
9
US Bancorp
Minnesota
$16.6M 664,041 -19,255 -3%
Morgan Stanley
10
Morgan Stanley
New York
$15.8M 632,839 +170,068 +37%
UBS Group
11
UBS Group
Switzerland
$10.7M 426,932 +54,701 +15%
Corient Private Wealth
12
Corient Private Wealth
Florida
$10.4M 415,309 -43,976 -10%
HCM
13
Hengehold Capital Management
Ohio
$10.2M 408,077 +4,494 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$9.08M 363,171 +14,198 +4%
NA
15
NewEdge Advisors
Louisiana
$8.97M 358,603 -21,360 -6%
HBT
16
Hills Bank & Trust
Iowa
$7.43M 297,192 +6,124 +2%
CIA
17
Covington Investment Advisors
Pennsylvania
$7.12M 284,740 +1,060 +0.4%
PWM
18
Praetorian Wealth Management
California
$6.17M 246,655 -7,336 -3%
Ameriprise
19
Ameriprise
Minnesota
$6.09M 243,342 +9,656 +4%
LPL Financial
20
LPL Financial
California
$5.28M 210,943 +17,480 +9%
LIA
21
LBMC Investment Advisors
Tennessee
$5.08M 203,274 +46,083 +29%
P
22
Paradiem
Louisiana
$4.01M 160,410 – –
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$3.39M 135,472 +14,910 +12%
GA
24
Gateway Advisory
New Jersey
$3.29M 131,377 -12,068 -8%
SWM
25
Spire Wealth Management
Virginia
$3.28M 131,137 +1,515 +1%
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