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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 %
Bank of America
1
Bank of America
North Carolina
$41.2M 1,617,571 +104,603 +7%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.3M 957,821 +23,153 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.4M 878,213 +36,288 +4%
Wells Fargo
4
Wells Fargo
California
$21.3M 836,215 +71,839 +9%
CA
5
Clearstead Advisors
Ohio
$20.6M 810,664 +20,018 +3%
HighTower Advisors
6
HighTower Advisors
Illinois
$20.2M 794,928 +65,463 +9%
HWA
7
Heartwood Wealth Advisors
Virginia
$17.9M 703,716 +27,285 +4%
US Bancorp
8
US Bancorp
Minnesota
$17.3M 680,888 +16,847 +3%
KCM
9
Kathmere Capital Management
Pennsylvania
$16.2M 636,053 -57,858 -8%
Morgan Stanley
10
Morgan Stanley
New York
$15.2M 596,126 -36,713 -6%
UBS Group
11
UBS Group
Switzerland
$11.8M 463,583 +36,651 +9%
HCM
12
Hengehold Capital Management
Ohio
$10.5M 411,236 +3,159 +0.8%
Corient Private Wealth
13
Corient Private Wealth
Florida
$10.2M 399,103 -16,206 -4%
NA
14
NewEdge Advisors
Louisiana
$9.43M 370,345 +11,742 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$9.32M 366,119 +2,948 +0.8%
HBT
16
Hills Bank & Trust
Iowa
$8.28M 325,241 +28,049 +9%
CIA
17
Covington Investment Advisors
Pennsylvania
$7.29M 286,315 +1,575 +0.6%
Ameriprise
18
Ameriprise
Minnesota
$7.2M 282,960 +39,618 +16%
LIA
19
LBMC Investment Advisors
Tennessee
$6.97M 273,962 +70,688 +35%
PWM
20
Praetorian Wealth Management
California
$6.31M 247,941 +1,286 +0.5%
LPL Financial
21
LPL Financial
California
$5.49M 215,777 +4,834 +2%
HCM
22
Howland Capital Management
Massachusetts
$4.08M 160,414 +94,539 +144%
P
23
Paradiem
Louisiana
$4.08M 160,410 – –
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$3.75M 147,501 +12,029 +9%
CTC
25
Central Trust Company
Missouri
$3.37M 132,228 +18,748 +17%
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