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iShares iBonds Dec 2027 Term Muni Bond ETF

134 hedge funds and large institutions have $420M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

126% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 27

11% more funds holding

Funds holding: 121134 (+13)

8% more capital invested

Capital invested by funds: $389M → $420M (+$31.3M)

0.68% less ownership

Funds ownership: 90.6%89.92% (-0.68%)

Holders
134
Holders Change
+13
Holders Change %
+10.74%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
61
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
51
Sentinel Pension Advisors
Massachusetts
$1.25M +$59.1K +2,337 +5%
BSAM
52
Blue Square Asset Management
New York
$1.23M -$27.9K -1,104 -2%
SWMG
53
Signature Wealth Management Group
Georgia
$1.23M -$51.5K -2,037 -4%
CCM
54
Coldstream Capital Management
Washington
$1.22M +$149K +5,905 +14%
SWP
55
Stratos Wealth Partners
Ohio
$1.2M +$128K +5,071 +12%
VA
56
Valmark Advisers
Ohio
$1.15M +$35K +1,386 +3%
PFM
57
Phillips Financial Management
Indiana
$1.15M -$49.7K -1,968 -4%
PA
58
Prism Advisors
California
$1.14M
RFC
59
Regions Financial Corp
Alabama
$1.1M +$1.42K +56 +0.1%
SSB
60
Sandy Spring Bank
Maryland
$1.08M +$37.2K +1,470 +4%
CIA
61
Capital Investment Advisors
Georgia
$1.08M +$58.4K +2,309 +6%
CIM
62
Confluence Investment Management
Missouri
$1.05M +$25.2K +997 +2%
JP Morgan Chase
63
JP Morgan Chase
New York
$961K +$954K +37,761 New
EPW
64
Evergreen Private Wealth
Colorado
$944K +$29.8K +1,179 +3%
BEI
65
Benjamin Edwards Inc
Missouri
$886K +$880K +34,803 New
IA
66
IFP Advisors
Florida
$818K -$39K -1,542 -5%
OMC
67
Old Mission Capital
Illinois
$817K +$811K +32,101 New
REMPR
68
Roof Eidam Maycock Peralta (REMP)
California
$815K +$1.19K +47 +0.1%
CIAS
69
CFS Investment Advisory Services
New Jersey
$801K -$48.3K -1,910 -6%
SCA
70
Snowden Capital Advisors
New York
$789K
BPA
71
Beacon Pointe Advisors
California
$770K +$36.2K +1,433 +5%
ST
72
Spinnaker Trust
Maine
$766K +$48.2K +1,905 +7%
GWMR
73
GC Wealth Management RIA
Massachusetts
$761K +$160K +6,314 +27%
FFG
74
Foundry Financial Group
New Hampshire
$752K -$12K -475 -2%
SA
75
Sanctuary Advisors
Indiana
$723K +$105K +4,167 +17%