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iShares iBonds Dec 2027 Term Muni Bond ETF

103 hedge funds and large institutions have $254M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
41
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GHA
51
Granite Harbor Advisors
Texas
$671K 27,404
IA
52
IFP Advisors
Florida
$652K 26,615 -8,839 -25%
Lido Advisors
53
Lido Advisors
California
$570K 23,297 -776 -3%
RFC
54
Regions Financial Corp
Alabama
$551K 22,525 +5,486 +32%
Osaic Holdings
55
Osaic Holdings
Arizona
$546K 22,310 +13 +0.1%
VA
56
Valmark Advisers
Ohio
$501K 20,472 -1,399 -6%
LPT
57
Legacy Private Trust
Wisconsin
$466K 19,050 -46,484 -71%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$465K 19,000
CPIA
59
Cornell Pochily Investment Advisors
New York
$465K 18,983 +75 +0.4%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$393K 16,073
Comerica Bank
61
Comerica Bank
Texas
$369K 15,061 +15,061 New
ACS
62
Archford Capital Strategies
Illinois
$354K 14,454 -10,362 -42%
PCH
63
PGIM Custom Harvest
New Jersey
$348K 14,202 +14,202 New
PCIA
64
Prime Capital Investment Advisors
Kansas
$335K 13,693 +13,693 New
Ameriprise
65
Ameriprise
Minnesota
$332K 13,557 -731 -5%
WI
66
WrapManager Inc
California
$317K 12,935 -552 -4%
CAN
67
Cetera Advisor Networks
California
$316K 12,899 -7,280 -36%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$306K 12,504 +4,064 +48%
VNB
69
Virginia National Bank
Virginia
$302K 12,351
CIM
70
Confluence Investment Management
Missouri
$299K 12,232 -94,379 -89%
SWP
71
Stratos Wealth Partners
Ohio
$296K 12,079 +12,079 New
CCA
72
Cora Capital Advisors
New Jersey
$294K 12,000
C1AG
73
Client 1st Advisory Group
Florida
$293K 11,956
ASN
74
Advisory Services Network
Georgia
$293K 11,950 +3,950 +49%
BPA
75
Beacon Pointe Advisors
California
$290K 11,854 +11,854 New