We are live on ! Find out more
IBMP icon

iShares iBonds Dec 2027 Term Muni Bond ETF

146 hedge funds and large institutions have $445M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

117% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 30

9% more funds holding

Funds holding: 134146 (+12)

6% more capital invested

Capital invested by funds: $420M → $445M (+$25.5M)

0.45% less ownership

Funds ownership: 89.92%89.46% (-0.45%)

Holders
146
Holders Change
+12
Holders Change %
+8.96%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
65
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Crumly & Associates
Illinois
$1.34M -$45.6K -1,803 -3%
CIA
52
Capital Investment Advisors
Georgia
$1.32M +$249K +9,865 +23%
SPA
53
Sentinel Pension Advisors
Massachusetts
$1.28M +$37.7K +1,493 +3%
SWMG
54
Signature Wealth Management Group
Georgia
$1.27M +$57.7K +2,283 +5%
SWP
55
Stratos Wealth Partners
Ohio
$1.21M +$22.2K +878 +2%
PFM
56
Phillips Financial Management
Indiana
$1.18M +$49.8K +1,968 +4%
BSAM
57
Blue Square Asset Management
New York
$1.18M -$39.4K -1,557 -3%
GHA
58
Granite Harbor Advisors
Texas
$1.18M +$518K +20,504 +78%
RFC
59
Regions Financial Corp
Alabama
$1.17M +$82.7K +3,272 +8%
ST
60
Spinnaker Trust
Maine
$1.17M +$414K +16,385 +54%
PA
61
Prism Advisors
California
$1.12M
SSB
62
Sandy Spring Bank
Maryland
$1.12M +$46.8K +1,853 +4%
EPW
63
Evergreen Private Wealth
Colorado
$1.11M +$184K +7,266 +20%
RAG
64
RIA Advisory Group
Iowa
$1.09M +$1.09M +43,225 New
CIM
65
Confluence Investment Management
Missouri
$1.03M -$11K -435 -1%
BEI
66
Benjamin Edwards Inc
Missouri
$1.02M +$144K +5,711 +16%
Financial Engines Advisors
67
Financial Engines Advisors
California
$919K +$609K +24,087 +193%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$905K +$601K +23,780 +195%
MWM
69
Modern Wealth Management
Kansas
$897K +$902K +35,684 New
IA
70
IFP Advisors
Florida
$841K +$33.7K +1,331 +4%
Jane Street
71
Jane Street
New York
$814K -$897K -35,494 -52%
REMPR
72
Roof Eidam Maycock Peralta (REMP)
California
$807K +$1.59K +63 +0.2%
BPA
73
Beacon Pointe Advisors
California
$798K +$37.6K +1,486 +5%
SCA
74
Snowden Capital Advisors
New York
$779K
GWMR
75
GC Wealth Management RIA
Massachusetts
$776K +$24.6K +972 +3%