We are live on ! Find out more
IBMP icon

iShares iBonds Dec 2027 Term Muni Bond ETF

121 hedge funds and large institutions have $389M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 28

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more capital invested

Capital invested by funds: $378M → $389M (+$10.7M)

0.68% less ownership

Funds ownership: 91.28%90.6% (-0.68%)

1% less funds holding

Funds holding: 122121 (-1)

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
61
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$3.13M +$820K +32,835 +36%
QFA
27
Quantum Financial Advisors
California
$3.08M +$27.2K +1,090 +0.9%
CTC
28
Central Trust Company
Missouri
$2.84M +$419K +16,782 +17%
CWP
29
Cyndeo Wealth Partners
Florida
$2.72M -$50.3K -2,013 -2%
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$2.62M -$15.9K -637 -0.6%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.41M +$86K +3,444 +4%
SPIA
32
Steward Partners Investment Advisory
New York
$2.37M -$69.7K -2,792 -3%
UCFA
33
United Capital Financial Advisors
Texas
$2.21M -$148K -5,930 -6%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.18M +$779K +31,177 +56%
IWC
35
Integrated Wealth Concepts
Massachusetts
$2.14M +$127K +5,064 +6%
CA
36
Crumly & Associates
Illinois
$1.92M -$4.09M -163,633 -68%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.9M +$1.17M +46,859 +161%
GT
38
Glenview Trust
Kentucky
$1.85M +$522K +20,896 +39%
EFP
39
Envision Financial Planning
Tennessee
$1.77M +$154K +6,176 +10%
NDSI
40
Newman Dignan & Sheerar Inc
Rhode Island
$1.76M +$125K +4,996 +8%
RJA
41
Raymond James & Associates
Florida
$1.76M +$127K +5,070 +8%
HCM
42
Howland Capital Management
Massachusetts
$1.65M +$950K +38,025 +137%
AM
43
Atwater Malick
Pennsylvania
$1.42M +$220K +8,791 +18%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.4M +$154K +6,183 +12%
Jane Street
45
Jane Street
New York
$1.39M +$144K +5,746 +12%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$1.35M +$364K +14,580 +37%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.33M -$40.2K -1,609 -3%
SWMG
48
Signature Wealth Management Group
Georgia
$1.26M -$1.3K -52 -0.1%
BSAM
49
Blue Square Asset Management
New York
$1.24M -$44.5K -1,783 -3%
PFM
50
Phillips Financial Management
Indiana
$1.17M +$49.6K +1,984 +4%