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iShares iBonds Dec 2027 Term Muni Bond ETF

99 hedge funds and large institutions have $246M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
44
Reduced
26
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AM
51
Atwater Malick
Pennsylvania
$760K +$452K +18,037 +147%
CTC
52
Central Trust Company
Missouri
$749K +$391K +15,587 +109%
GHA
53
Granite Harbor Advisors
Texas
$687K
CIA
54
Capital Investment Advisors
Georgia
$647K +$108K +4,324 +20%
ACS
55
Archford Capital Strategies
Illinois
$624K +$275K +10,953 +79%
Lido Advisors
56
Lido Advisors
California
$603K
Osaic Holdings
57
Osaic Holdings
Arizona
$559K +$79.9K +3,189 +17%
VA
58
Valmark Advisers
Ohio
$548K +$112K +4,459 +26%
CAN
59
Cetera Advisor Networks
California
$506K +$506K +20,179 New
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$476K
CPIA
61
Cornell Pochily Investment Advisors
New York
$474K +$1.83K +73 +0.4%
RFC
62
Regions Financial Corp
Alabama
$427K -$1.7K -68 -0.4%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$403K -$99.1K -3,952 -20%
Ameriprise
64
Ameriprise
Minnesota
$358K
WI
65
WrapManager Inc
California
$338K -$34.3K -1,370 -9%
VNB
66
Virginia National Bank
Virginia
$310K
Bank of New York Mellon
67
Bank of New York Mellon
New York
$303K +$303K +12,098 New
CCA
68
Cora Capital Advisors
New Jersey
$301K
C1AG
69
Client 1st Advisory Group
Florida
$300K
CCM
70
Coldstream Capital Management
Washington
$284K +$284K +11,333 New
WCM
71
WealthBridge Capital Management
Ohio
$279K +$677 +27 +0.2%
KC
72
Kades & Cheifetz
Pennsylvania
$275K +$26.1K +1,040 +10%
FTUS
73
Flow Traders U.S.
New York
$272K +$272K +10,838 New
SWA
74
Stratos Wealth Advisors
Ohio
$270K
AF
75
Arrow Financial
New York
$259K