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iShares iBonds Dec 2027 Term Muni Bond ETF

65 hedge funds and large institutions have $135M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

55.01% more ownership

Funds ownership: 168.94%223.96% (+55%)

27% more capital invested

Capital invested by funds: $106M → $135M (+$29.2M)

10% more funds holding

Funds holding: 5965 (+6)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
30
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
51
Beacon Pointe Advisors
California
$231K -$118K -4,693 -33%
FIM
52
Freedom Investment Management
Connecticut
$230K +$5.71K +226 +2%
AM
53
Atwater Malick
Pennsylvania
$218K +$225K +8,926 New
ASN
54
Advisory Services Network
Georgia
$208K +$215K +8,515 New
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$208K +$215K +8,519 New
CIA
56
Capital Investment Advisors
Georgia
$203K +$7.6K +301 +4%
AF
57
Arrow Financial
New York
$196K
SCA
58
Stonebridge Capital Advisors
Minnesota
$53K +$101 +4 +0.2%
ADL
59
Asset Dedication LLC
California
$48K
VCM
60
Vigilant Capital Management
Maine
$40K -$5.96K -236 -13%
TWM
61
Tradition Wealth Management
Minnesota
$30K +$101 +4 +0.3%
MCM
62
MV Capital Management
Maryland
$23K
SC
63
Stephens Consulting
Michigan
$7.66K
PI
64
PFS Investments
Georgia
$1.1K +$1.14M +45,062 New
BlackRock
65
BlackRock
New York
$1K
Jane Street
66
Jane Street
New York
-$1.72M -68,289 Closed
CCWA
67
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$1.35M -53,525 Closed
OMC
68
Old Mission Capital
Illinois
-$506K -20,105 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
-$247K -9,814 Closed
F4L
70
Fortune 45 LLC
Louisiana
-$245K -9,770 Closed
MA
71
Mutual Advisors
Nebraska
-$206K -8,192 Closed
FNBOSM
72
First National Bank of South Miami
Florida
-$124K -4,942 Closed