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iShares iBonds Dec 2027 Term Muni Bond ETF

113 hedge funds and large institutions have $350M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
55
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GSIAS
51
Garden State Investment Advisory Services
New Jersey
$880K 34,610 -3,937 -10%
Lido Advisors
52
Lido Advisors
California
$872K 34,298 +11,001 +47%
CIA
53
Capital Investment Advisors
Georgia
$867K 34,124 +4,882 +17%
SWA
54
Stratos Wealth Advisors
Ohio
$853K 33,547 +22,756 +211%
RHP
55
Royal Harbor Partners
Texas
$840K 33,067 -4,611 -12%
VA
56
Valmark Advisers
Ohio
$817K 32,148 +11,676 +57%
REMPR
57
Roof Eidam Maycock Peralta (REMP)
California
$811K 31,906 +56 +0.2%
IA
58
IFP Advisors
Florida
$806K 31,717 +5,102 +19%
FFG
59
Foundry Financial Group
New Hampshire
$796K 31,318 +31,318 New
EPW
60
Evergreen Private Wealth
Colorado
$794K 31,248 +31,248 New
GHA
61
Granite Harbor Advisors
Texas
$696K 27,404
GT
62
Glenview Trust
Kentucky
$645K 25,365 +25,365 New
JIR
63
James Investment Research
Ohio
$625K 24,605 +24,605 New
SWP
64
Stratos Wealth Partners
Ohio
$611K 24,036 +11,957 +99%
LPT
65
Legacy Private Trust
Wisconsin
$571K 22,475 +3,425 +18%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$489K 19,231 +231 +1%
CPIA
67
Cornell Pochily Investment Advisors
New York
$482K 18,983
Ameriprise
68
Ameriprise
Minnesota
$425K 16,737 +3,180 +23%
Osaic Holdings
69
Osaic Holdings
Arizona
$420K 16,544 -5,766 -26%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$415K 16,338 +265 +2%
Comerica Bank
71
Comerica Bank
Texas
$383K 15,061
WI
72
WrapManager Inc
California
$382K 15,050 +2,115 +16%
HCM
73
Howland Capital Management
Massachusetts
$375K 14,750 +14,750 New
PCIA
74
Prime Capital Investment Advisors
Kansas
$367K 14,426 +733 +5%
ACS
75
Archford Capital Strategies
Illinois
$358K 14,097 -357 -2%