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iShares iBonds Dec 2027 Term Muni Bond ETF

122 hedge funds and large institutions have $378M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
62
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JIR
76
James Investment Research
Ohio
$643K 25,540 +935 +4%
SWP
77
Stratos Wealth Partners
Ohio
$606K 24,081 +45 +0.2%
LPT
78
Legacy Private Trust
Wisconsin
$566K 22,475
FFA
79
Farther Finance Advisors
California
$565K 22,505 +22,505 New
APP
80
Avantax Planning Partners
Iowa
$557K 22,143 +22,143 New
GWMR
81
GC Wealth Management RIA
Massachusetts
$554K 22,002 +22,002 New
BPA
82
Beacon Pointe Advisors
California
$529K 21,031 +7,825 +59%
CA
83
Cetera Advisors
Colorado
$508K 20,190 +20,190 New
WWM
84
WJ Wealth Management
Arizona
$476K 18,900 +18,900 New
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$444K 17,628 +1,290 +8%
Mariner
86
Mariner
Kansas
$439K 17,454 +9,329 +115%
Comerica Bank
87
Comerica Bank
Texas
$429K 17,027 +1,966 +13%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$411K 16,340 -19,328 -54%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$406K 16,129 +3,600 +29%
Goldman Sachs
90
Goldman Sachs
New York
$401K 15,923 -183,620 -92%
WI
91
WrapManager Inc
California
$393K 15,610 +560 +4%
ACS
92
Archford Capital Strategies
Illinois
$384K 15,274 +1,177 +8%
PCIA
93
Prime Capital Investment Advisors
Kansas
$363K 14,426
PA
94
Parallel Advisors
California
$358K 14,237 +4,237 +42%
PCH
95
PGIM Custom Harvest
New Jersey
$348K 13,844
CFS
96
Commonwealth Financial Services
West Virginia
$340K 13,383
KC
97
Kades & Cheifetz
Pennsylvania
$333K 13,227 +38 +0.3%
CCA
98
Cora Capital Advisors
New Jersey
$302K 12,000
RCAG
99
Rehmann Capital Advisory Group
Michigan
$299K 11,891
ASN
100
Advisory Services Network
Georgia
$277K 11,000 -1,599 -13%