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iShares iBonds Dec 2027 Term Muni Bond ETF

121 hedge funds and large institutions have $389M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 28

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more capital invested

Capital invested by funds: $378M → $389M (+$10.7M)

0.68% less ownership

Funds ownership: 91.28%90.6% (-0.68%)

1% less funds holding

Funds holding: 122121 (-1)

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
61
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
76
Legacy Private Trust
Wisconsin
$562K
MW
77
Members Wealth
Pennsylvania
$553K +$545K +21,804 New
TA
78
TPG Advisors
Illinois
$534K +$534K +21,361 New
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$510K +$69K +2,763 +16%
GSIAS
80
Garden State Investment Advisory Services
New Jersey
$487K -$378K -15,127 -44%
PA
81
Parallel Advisors
California
$436K +$80.2K +3,210 +23%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$436K +$26.9K +1,077 +7%
ACS
83
Archford Capital Strategies
Illinois
$429K +$47.1K +1,885 +12%
APP
84
Avantax Planning Partners
Iowa
$428K -$126K -5,028 -23%
Comerica Bank
85
Comerica Bank
Texas
$426K
Mariner
86
Mariner
Kansas
$412K -$24.5K -982 -6%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$403K
FAFN
88
First Affirmative Financial Network
Colorado
$402K +$402K +16,086 New
Goldman Sachs
89
Goldman Sachs
New York
$394K -$4.55K -182 -1%
WI
90
WrapManager Inc
California
$391K +$974 +39 +0.2%
PCH
91
PGIM Custom Harvest
New Jersey
$347K +$949 +38 +0.3%
PCIA
92
Prime Capital Investment Advisors
Kansas
$334K -$26.3K -1,053 -7%
KC
93
Kades & Cheifetz
Pennsylvania
$333K +$1.95K +78 +0.6%
ECM
94
Exchange Capital Management
Michigan
$328K +$328K +13,111 New
CCA
95
Cora Capital Advisors
New Jersey
$300K
RCAG
96
Rehmann Capital Advisory Group
Michigan
$289K -$8.62K -345 -3%
MA
97
MONECO Advisors
Connecticut
$274K
Baird Financial Group
98
Baird Financial Group
Wisconsin
$267K
PSIWM
99
Paradigm Strategies in Wealth Management
Minnesota
$265K
CFS
100
Commonwealth Financial Services
West Virginia
$264K -$71.2K -2,851 -21%