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iShares iBonds Dec 2027 Term Muni Bond ETF

146 hedge funds and large institutions have $445M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

117% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 30

9% more funds holding

Funds holding: 134146 (+12)

6% more capital invested

Capital invested by funds: $420M → $445M (+$25.5M)

0.45% less ownership

Funds ownership: 89.92%89.46% (-0.45%)

Holders
146
Holders Change
+12
Holders Change %
+8.96%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
65
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
26
Paradiem
Louisiana
$4.03M
CTC
27
Central Trust Company
Missouri
$3.91M +$590K +23,318 +18%
Lido Advisors
28
Lido Advisors
California
$3.57M +$2.32M +91,743 +182%
CWP
29
Cyndeo Wealth Partners
Florida
$3.52M +$259K +10,230 +8%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.35M +$790K +31,243 +31%
QFA
31
Quantum Financial Advisors
California
$3.3M +$119K +4,726 +4%
SWM
32
Spire Wealth Management
Virginia
$3.23M +$66.1K +2,613 +2%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.15M +$719K +28,432 +29%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$3.03M +$801K +31,698 +36%
Stifel Financial
35
Stifel Financial
Missouri
$2.98M -$22.1K -876 -0.7%
SVWAG
36
Sound View Wealth Advisors Group
Georgia
$2.72M -$12K -474 -0.4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.55M +$98.6K +3,900 +4%
UCFA
38
United Capital Financial Advisors
Texas
$2.33M +$163K +6,442 +7%
SCG
39
Sonata Capital Group
Washington
$2.33M +$2.14M +84,723 +1,075%
PP
40
Postrock Partners
Oregon
$2.24M +$2.25M +89,081 New
GT
41
Glenview Trust
Kentucky
$2.09M +$238K +9,401 +13%
CCM
42
Coldstream Capital Management
Washington
$1.94M +$744K +29,410 +61%
EFP
43
Envision Financial Planning
Tennessee
$1.84M +$35.7K +1,412 +2%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.79M +$111K +4,408 +7%
NDSI
45
Newman Dignan & Sheerar Inc
Rhode Island
$1.78M
VA
46
Valmark Advisers
Ohio
$1.56M +$430K +17,007 +38%
SPIA
47
Steward Partners Investment Advisory
New York
$1.54M -$351K -13,893 -19%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$1.46M +$107K +4,235 +8%
AM
49
Atwater Malick
Pennsylvania
$1.42M -$56.8K -2,245 -4%
WWM
50
WJ Wealth Management
Arizona
$1.39M