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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 %
LNC
76
Lincoln National Corp
Pennsylvania
$271K 11,056 +1,918 +21%
KC
77
Kades & Cheifetz
Pennsylvania
$269K 10,999 +19 +0.2%
SWA
78
Stratos Wealth Advisors
Ohio
$264K 10,791
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$264K 10,766 +10,766 New
WCM
80
WealthBridge Capital Management
Ohio
$261K 10,671 -440 -4%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$261K 10,664 +664 +7%
AF
82
Arrow Financial
New York
$253K 10,327
PWS
83
Peloton Wealth Strategists
Indiana
$245K 10,000
PA
84
Parallel Advisors
California
$245K 10,000 +4,500 +82%
AIP
85
Ameritas Investment Partners
Nebraska
$239K 9,752 -548 -5%
Creative Planning
86
Creative Planning
Kansas
$229K 9,343 +9,343 New
PTC
87
Private Trust Company
Ohio
$208K 8,507 +665 +8%
SCA
88
Stonebridge Capital Advisors
Minnesota
$164K 6,700
BFEC
89
Benjamin F. Edwards & Company
Missouri
$158K 6,439 -48,765 -88%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$114K 4,643 -2,715 -37%
BBHC
91
Brown Brothers Harriman & Co
New York
$106K 4,312 +4,312 New
SSWM
92
Sheets Smith Wealth Management
North Carolina
$97.9K 4,000 +4,000 New
ADL
93
Asset Dedication LLC
California
$49K 2,015
HIA
94
Harbor Investment Advisory
Maryland
$30.1K 1,229
TWM
95
Tradition Wealth Management
Minnesota
$30K 1,241 +6 +0.5%
AA
96
Addison Advisors
Vermont
$22.8K 930 +930 New
FFA
97
Farther Finance Advisors
California
$20.6K 843
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$18.1K 740
OAJ
99
Ogorek Anthony Joseph
New York
$18K 742
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$8.47K 346