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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.

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.76%
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 Market Value Shares Shares
Change
Shares
Change %
LPT
76
Legacy Private Trust
Wisconsin
$562K 22,475
MW
77
Members Wealth
Pennsylvania
$553K 21,804 +21,804 New
TA
78
TPG Advisors
Illinois
$534K 21,361 +21,361 New
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$510K 20,391 +2,763 +16%
GSIAS
80
Garden State Investment Advisory Services
New Jersey
$487K 19,482 -15,127 -44%
PA
81
Parallel Advisors
California
$436K 17,447 +3,210 +23%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$436K 17,417 +1,077 +7%
ACS
83
Archford Capital Strategies
Illinois
$429K 17,159 +1,885 +12%
APP
84
Avantax Planning Partners
Iowa
$428K 17,115 -5,028 -23%
Comerica Bank
85
Comerica Bank
Texas
$426K 17,027
Mariner
86
Mariner
Kansas
$412K 16,472 -982 -6%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$403K 16,129
FAFN
88
First Affirmative Financial Network
Colorado
$402K 16,086 +16,086 New
Goldman Sachs
89
Goldman Sachs
New York
$394K 15,741 -182 -1%
WI
90
WrapManager Inc
California
$391K 15,649 +39 +0.2%
PCH
91
PGIM Custom Harvest
New Jersey
$347K 13,882 +38 +0.3%
PCIA
92
Prime Capital Investment Advisors
Kansas
$334K 13,373 -1,053 -7%
KC
93
Kades & Cheifetz
Pennsylvania
$333K 13,305 +78 +0.6%
ECM
94
Exchange Capital Management
Michigan
$328K 13,111 +13,111 New
CCA
95
Cora Capital Advisors
New Jersey
$300K 12,000
RCAG
96
Rehmann Capital Advisory Group
Michigan
$289K 11,546 -345 -3%
MA
97
MONECO Advisors
Connecticut
$274K 10,943
Baird Financial Group
98
Baird Financial Group
Wisconsin
$267K 10,664
PSIWM
99
Paradigm Strategies in Wealth Management
Minnesota
$265K 10,604
CFS
100
Commonwealth Financial Services
West Virginia
$264K 10,532 -2,851 -21%