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iShares iBonds Dec 2027 Term Muni Bond ETF

99 hedge funds and large institutions have $246M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 2 closing their positions.

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
44
Reduced
26
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KA
26
Klingman & Associates
New York
$1.47M +$192K +7,676 +15%
CIAS
27
CFS Investment Advisory Services
New Jersey
$1.44M -$200K -7,985 -12%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$1.38M +$28.2K +1,123 +2%
DSA
29
Droms Strauss Advisors
Missouri
$1.37M +$1.37M +54,864 New
GA
30
Gateway Advisory
New Jersey
$1.32M -$62.6K -2,496 -5%
MLA
31
MB, Levis & Associates
Pennsylvania
$1.32M -$7.72K -308 -0.6%
SWMG
32
Signature Wealth Management Group
Georgia
$1.28M +$58.4K +2,328 +5%
WIC
33
Woodmont Investment Counsel
Tennessee
$1.15M +$75.2K +3,000 +7%
SPA
34
Sentinel Pension Advisors
Massachusetts
$1.15M +$5.77K +230 +0.5%
PA
35
Prism Advisors
California
$1.12M
RJA
36
Raymond James & Associates
Florida
$1.12M +$19.7K +784 +2%
SVWAG
37
Sound View Wealth Advisors Group
Georgia
$1.09M +$25.3K +1,008 +2%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.04M -$67.6K -2,697 -6%
RHP
39
Royal Harbor Partners
Texas
$1.01M +$201K +8,029 +25%
PFM
40
Phillips Financial Management
Indiana
$992K +$99.2K +3,956 +11%
IWC
41
Integrated Wealth Concepts
Massachusetts
$971K +$971K +38,725 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$913K -$124K -4,950 -12%
IA
43
IFP Advisors
Florida
$889K -$202K -8,048 -19%
SSB
44
Sandy Spring Bank
Maryland
$887K +$27.9K +1,115 +3%
BSAM
45
Blue Square Asset Management
New York
$868K +$66.6K +2,658 +8%
GSIAS
46
Garden State Investment Advisory Services
New Jersey
$849K +$370K +14,761 +77%
NDSI
47
Newman Dignan & Sheerar Inc
Rhode Island
$848K +$251K +10,020 +42%
CG
48
Colony Group
Massachusetts
$812K +$612K +24,407 +305%
REMPR
49
Roof Eidam Maycock Peralta (REMP)
California
$798K +$12.5K +500 +2%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$798K +$752 +30 +0.1%