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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.

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1%
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 Market Value Shares Shares
Change
Shares
Change %
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$539K 21,421 +5,409 +34%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$512K 20,355 +3,489 +21%
OMC
28
Old Mission Capital
Illinois
$506K 20,105 +474 +2%
VA
29
Valmark Advisers
Ohio
$471K 18,722 -1,675 -8%
CPIA
30
Cornell Pochily Investment Advisors
New York
$452K 17,973 +17,973 New
PFM
31
Phillips Financial Management
Indiana
$412K 16,365
SWMG
32
Signature Wealth Management Group
Georgia
$384K 15,258 +15,258 New
BOPW
33
Brandywine Oak Private Wealth
Pennsylvania
$361K 14,352 +2,641 +23%
BPA
34
Beacon Pointe Advisors
California
$356K 14,155 +14,155 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$347K 13,779 +116 +0.8%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$339K 13,476
Stifel Financial
37
Stifel Financial
Missouri
$327K 12,984 -1,117 -8%
Creative Planning
38
Creative Planning
Kansas
$322K 12,804 -3,240 -20%
WI
39
WrapManager Inc
California
$313K 12,438 -111 -0.9%
VNB
40
Virginia National Bank
Virginia
$311K 12,351
ACS
41
Archford Capital Strategies
Illinois
$309K 12,258
RFC
42
Regions Financial Corp
Alabama
$264K 10,514 +534 +5%
PWS
43
Peloton Wealth Strategists
Indiana
$252K 10,000 -2,000 -17%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$247K 9,814 -15,118 -61%
F4L
45
Fortune 45 LLC
Louisiana
$245K 9,770 -11,956 -55%
FIM
46
Freedom Investment Management
Connecticut
$232K 9,199 -688 -7%
AWM
47
Altium Wealth Management
New York
$231K 9,176 +9,176 New
KA
48
Klingman & Associates
New York
$223K 8,865 +8,865 New
MA
49
Mutual Advisors
Nebraska
$206K 8,192 +8,192 New
AF
50
Arrow Financial
New York
$202K 8,042 +8,042 New