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iShares iBonds Dec 2027 Term Muni Bond ETF

65 hedge funds and large institutions have $135M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

55.01% more ownership

Funds ownership: 168.94%223.96% (+55%)

27% more capital invested

Capital invested by funds: $106M → $135M (+$29.2M)

10% more funds holding

Funds holding: 5965 (+6)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
30
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
26
Phillips Financial Management
Indiana
$675K +$285K +11,293 +69%
SWMG
27
Signature Wealth Management Group
Georgia
$673K +$312K +12,346 +81%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$646K +$329K +13,028 +97%
RJA
29
Raymond James & Associates
Florida
$640K +$25.6K +1,015 +4%
AIP
30
Ameritas Investment Partners
Nebraska
$628K +$2.15K +85 +0.3%
IA
31
IFP Advisors
Florida
$588K +$592K +23,431 New
FCA
32
FinTrust Capital Advisors
South Carolina
$559K +$575K +22,787 New
SVWAG
33
Sound View Wealth Advisors Group
Georgia
$532K +$9.67K +383 +2%
APA
34
American Portfolios Advisors
New York
$531K +$550K +21,773 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$528K +$547K +21,679 New
RHP
36
Royal Harbor Partners
Texas
$521K +$539K +21,364 New
KA
37
Klingman & Associates
New York
$483K +$276K +10,929 +123%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$471K +$487K +19,305 New
CPIA
39
Cornell Pochily Investment Advisors
New York
$440K +$1.24K +49 +0.3%
VA
40
Valmark Advisers
Ohio
$412K -$46.5K -1,841 -10%
RFC
41
Regions Financial Corp
Alabama
$335K +$81.8K +3,241 +31%
Stifel Financial
42
Stifel Financial
Missouri
$329K +$12.7K +502 +4%
Creative Planning
43
Creative Planning
Kansas
$312K
WI
44
WrapManager Inc
California
$302K -$1.03K -41 -0.3%
VNB
45
Virginia National Bank
Virginia
$301K
ACS
46
Archford Capital Strategies
Illinois
$294K -$5.2K -206 -2%
BOPW
47
Brandywine Oak Private Wealth
Pennsylvania
$266K -$86K -3,406 -24%
LNC
48
Lincoln National Corp
Pennsylvania
$246K +$255K +10,117 New
PWS
49
Peloton Wealth Strategists
Indiana
$244K
Ameriprise
50
Ameriprise
Minnesota
$236K +$244K +9,668 New