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iShares iBonds Dec 2027 Term Muni Bond ETF

121 hedge funds and large institutions have $389M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 28

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more capital invested

Capital invested by funds: $378M → $389M (+$10.7M)

0.68% less ownership

Funds ownership: 91.28%90.6% (-0.68%)

1% less funds holding

Funds holding: 122121 (-1)

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
61
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
51
Sentinel Pension Advisors
Massachusetts
$1.17M +$6.89K +276 +0.6%
PA
52
Prism Advisors
California
$1.12M
VA
53
Valmark Advisers
Ohio
$1.09M +$101K +4,054 +10%
RFC
54
Regions Financial Corp
Alabama
$1.08M +$128K +5,131 +13%
SWP
55
Stratos Wealth Partners
Ohio
$1.05M +$451K +18,071 +75%
CCM
56
Coldstream Capital Management
Washington
$1.05M +$404K +16,189 +63%
SSB
57
Sandy Spring Bank
Maryland
$1.03M +$50.5K +2,022 +5%
CIA
58
Capital Investment Advisors
Georgia
$1.01M +$142K +5,692 +16%
CIM
59
Confluence Investment Management
Missouri
$1.01M +$233K +9,325 +30%
EPW
60
Evergreen Private Wealth
Colorado
$898K +$24K +959 +3%
IA
61
IFP Advisors
Florida
$842K +$4.22K +169 +0.5%
CIAS
62
CFS Investment Advisory Services
New Jersey
$835K -$320K -12,801 -28%
REMPR
63
Roof Eidam Maycock Peralta (REMP)
California
$800K +$1.15K +46 +0.1%
SCA
64
Snowden Capital Advisors
New York
$775K
FFG
65
Foundry Financial Group
New Hampshire
$751K +$10K +401 +1%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$751K -$123K -4,928 -14%
BPA
67
Beacon Pointe Advisors
California
$720K +$194K +7,774 +37%
KA
68
Klingman & Associates
New York
$709K -$757K -30,300 -52%
ST
69
Spinnaker Trust
Maine
$705K +$30.1K +1,203 +4%
LIM
70
Leavell Investment Management
Alabama
$671K +$417K +16,700 +165%
GHA
71
Granite Harbor Advisors
Texas
$659K -$171K -6,863 -21%
Lido Advisors
72
Lido Advisors
California
$648K -$35.4K -1,419 -5%
JIR
73
James Investment Research
Ohio
$639K
SA
74
Sanctuary Advisors
Indiana
$609K +$610K +24,432 New
GWMR
75
GC Wealth Management RIA
Massachusetts
$590K +$39.6K +1,587 +7%