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iShares iBonds Dec 2027 Term Muni Bond ETF

134 hedge funds and large institutions have $420M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

126% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 27

11% more funds holding

Funds holding: 121134 (+13)

8% more capital invested

Capital invested by funds: $389M → $420M (+$31.3M)

0.68% less ownership

Funds ownership: 90.6%89.92% (-0.68%)

Holders
134
Holders Change
+13
Holders Change %
+10.74%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
61
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
26
Gateway Advisory
New Jersey
$3.36M +$16K +632 +0.5%
CWP
27
Cyndeo Wealth Partners
Florida
$3.3M +$529K +20,914 +19%
QFA
28
Quantum Financial Advisors
California
$3.22M +$88.6K +3,507 +3%
SWM
29
Spire Wealth Management
Virginia
$3.2M -$133K -5,259 -4%
Stifel Financial
30
Stifel Financial
Missouri
$3.04M -$140K -5,527 -4%
IWC
31
Integrated Wealth Concepts
Massachusetts
$2.84M +$664K +26,270 +31%
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$2.77M +$96.9K +3,834 +4%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.59M +$373K +14,760 +17%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.48M +$28.9K +1,143 +1%
Osaic Holdings
35
Osaic Holdings
Arizona
$2.46M +$526K +20,798 +27%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$2.26M +$900K +35,611 +67%
UCFA
37
United Capital Financial Advisors
Texas
$2.2M -$46.7K -1,847 -2%
RJA
38
Raymond James & Associates
Florida
$1.95M +$160K +6,326 +9%
SPIA
39
Steward Partners Investment Advisory
New York
$1.91M -$496K -19,628 -21%
GT
40
Glenview Trust
Kentucky
$1.88M
EFP
41
Envision Financial Planning
Tennessee
$1.83M +$24.2K +959 +1%
NDSI
42
Newman Dignan & Sheerar Inc
Rhode Island
$1.79M +$17.7K +702 +1%
Jane Street
43
Jane Street
New York
$1.73M +$314K +12,430 +22%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.7M +$277K +10,940 +20%
AM
45
Atwater Malick
Pennsylvania
$1.49M +$50.5K +1,999 +4%
LIM
46
Leavell Investment Management
Alabama
$1.47M +$786K +31,086 +116%
WWM
47
WJ Wealth Management
Arizona
$1.41M +$1.4M +55,433 New
CA
48
Crumly & Associates
Illinois
$1.4M -$545K -21,547 -28%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$1.37M
Lido Advisors
50
Lido Advisors
California
$1.28M +$618K +24,440 +94%