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iShares iBonds Dec 2027 Term Muni Bond ETF

59 hedge funds and large institutions have $106M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

64.03% more ownership

Funds ownership: 104.91%168.94% (+64%)

60% more capital invested

Capital invested by funds: $66.6M → $106M (+$39.7M)

11% more funds holding

Funds holding: 5359 (+6)

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$539K +$135K +5,409 +34%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$512K +$87.3K +3,489 +21%
OMC
28
Old Mission Capital
Illinois
$506K +$11.9K +474 +2%
VA
29
Valmark Advisers
Ohio
$471K -$41.9K -1,675 -8%
CPIA
30
Cornell Pochily Investment Advisors
New York
$452K +$450K +17,973 New
PFM
31
Phillips Financial Management
Indiana
$412K
SWMG
32
Signature Wealth Management Group
Georgia
$384K +$382K +15,258 New
BOPW
33
Brandywine Oak Private Wealth
Pennsylvania
$361K +$66.1K +2,641 +23%
BPA
34
Beacon Pointe Advisors
California
$356K +$354K +14,155 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$347K +$2.9K +116 +0.8%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$339K
Stifel Financial
37
Stifel Financial
Missouri
$327K -$27.9K -1,117 -8%
Creative Planning
38
Creative Planning
Kansas
$322K -$81.1K -3,240 -20%
WI
39
WrapManager Inc
California
$313K -$2.78K -111 -0.9%
VNB
40
Virginia National Bank
Virginia
$311K
ACS
41
Archford Capital Strategies
Illinois
$309K
RFC
42
Regions Financial Corp
Alabama
$264K +$13.4K +534 +5%
PWS
43
Peloton Wealth Strategists
Indiana
$252K -$50K -2,000 -17%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$247K -$378K -15,118 -61%
F4L
45
Fortune 45 LLC
Louisiana
$245K -$299K -11,956 -55%
FIM
46
Freedom Investment Management
Connecticut
$232K -$17.2K -688 -7%
AWM
47
Altium Wealth Management
New York
$231K +$230K +9,176 New
KA
48
Klingman & Associates
New York
$223K +$222K +8,865 New
MA
49
Mutual Advisors
Nebraska
$206K +$205K +8,192 New
AF
50
Arrow Financial
New York
$202K +$201K +8,042 New