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iShares iBonds Dec 2027 Term Muni Bond ETF

122 hedge funds and large institutions have $378M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 24

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

8% more funds holding

Funds holding: 113122 (+9)

8% more capital invested

Capital invested by funds: $350M → $378M (+$27.8M)

1.83% less ownership

Funds ownership: 93.11%91.28% (-1.8%)

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
62
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QFA
26
Quantum Financial Advisors
California
$3.07M +$3.08M +122,049 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$3.03M -$3.31K -131 -0.1%
CWP
28
Cyndeo Wealth Partners
Florida
$2.79M +$895K +35,402 +47%
SVWAG
29
Sound View Wealth Advisors Group
Georgia
$2.66M -$111K -4,374 -4%
SPIA
30
Steward Partners Investment Advisory
New York
$2.45M -$125K -4,959 -5%
CTC
31
Central Trust Company
Missouri
$2.43M +$670K +26,495 +38%
UCFA
32
United Capital Financial Advisors
Texas
$2.37M -$374K -14,807 -14%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.34M +$80.1K +3,171 +4%
Stifel Financial
34
Stifel Financial
Missouri
$2.32M +$2.33M +92,151 New
IWC
35
Integrated Wealth Concepts
Massachusetts
$2.02M +$678K +26,812 +50%
NDSI
36
Newman Dignan & Sheerar Inc
Rhode Island
$1.64M
RJA
37
Raymond James & Associates
Florida
$1.64M -$46.9K -1,854 -3%
EFP
38
Envision Financial Planning
Tennessee
$1.63M -$661K -26,162 -29%
KA
39
Klingman & Associates
New York
$1.48M -$68.5K -2,712 -4%
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.41M -$500K -19,794 -26%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.38M +$319K +12,635 +30%
GT
42
Glenview Trust
Kentucky
$1.33M +$699K +27,662 +109%
BSAM
43
Blue Square Asset Management
New York
$1.29M -$8.31K -329 -0.6%
SWMG
44
Signature Wealth Management Group
Georgia
$1.26M +$39.9K +1,579 +3%
WIC
45
Woodmont Investment Counsel
Tennessee
$1.25M +$7.18K +284 +0.6%
Jane Street
46
Jane Street
New York
$1.25M +$1.26M +49,706 New
AM
47
Atwater Malick
Pennsylvania
$1.2M +$94K +3,718 +8%
SPA
48
Sentinel Pension Advisors
Massachusetts
$1.17M +$4.42K +175 +0.4%
CIAS
49
CFS Investment Advisory Services
New Jersey
$1.16M +$14.4K +570 +1%
PFM
50
Phillips Financial Management
Indiana
$1.13M -$122K -4,825 -10%