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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.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 24

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

8% more funds holding

Funds holding: 113122 (+9)

8% more capital invested

Capital invested by funds: $350M → $378M (+$27.8M)

1.83% less ownership

Funds ownership: 93.11%91.28% (-1.8%)

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.76%
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 Holding Trade Value Shares
Change
Change in
Stake
JIR
76
James Investment Research
Ohio
$643K +$23.6K +935 +4%
SWP
77
Stratos Wealth Partners
Ohio
$606K +$1.14K +45 +0.2%
LPT
78
Legacy Private Trust
Wisconsin
$566K
FFA
79
Farther Finance Advisors
California
$565K +$569K +22,505 New
APP
80
Avantax Planning Partners
Iowa
$557K +$560K +22,143 New
GWMR
81
GC Wealth Management RIA
Massachusetts
$554K +$556K +22,002 New
BPA
82
Beacon Pointe Advisors
California
$529K +$198K +7,825 +59%
CA
83
Cetera Advisors
Colorado
$508K +$510K +20,190 New
WWM
84
WJ Wealth Management
Arizona
$476K +$478K +18,900 New
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$444K +$32.6K +1,290 +8%
Mariner
86
Mariner
Kansas
$439K +$236K +9,329 +115%
Comerica Bank
87
Comerica Bank
Texas
$429K +$49.7K +1,966 +13%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$411K -$488K -19,328 -54%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$406K +$91K +3,600 +29%
Goldman Sachs
90
Goldman Sachs
New York
$401K -$4.64M -183,620 -92%
WI
91
WrapManager Inc
California
$393K +$14.2K +560 +4%
ACS
92
Archford Capital Strategies
Illinois
$384K +$29.7K +1,177 +8%
PCIA
93
Prime Capital Investment Advisors
Kansas
$363K
PA
94
Parallel Advisors
California
$358K +$107K +4,237 +42%
PCH
95
PGIM Custom Harvest
New Jersey
$348K
CFS
96
Commonwealth Financial Services
West Virginia
$340K
KC
97
Kades & Cheifetz
Pennsylvania
$333K +$960 +38 +0.3%
CCA
98
Cora Capital Advisors
New Jersey
$302K
RCAG
99
Rehmann Capital Advisory Group
Michigan
$299K
ASN
100
Advisory Services Network
Georgia
$277K -$40.4K -1,599 -13%