We are live on ! Find out more
IBMP icon

iShares iBonds Dec 2027 Term Muni Bond ETF

134 hedge funds and large institutions have $420M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

126% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 27

11% more funds holding

Funds holding: 121134 (+13)

8% more capital invested

Capital invested by funds: $389M → $420M (+$31.3M)

0.68% less ownership

Funds ownership: 90.6%89.92% (-0.68%)

Holders
134
Holders Change
+13
Holders Change %
+10.74%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
61
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GHA
76
Granite Harbor Advisors
Texas
$671K
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$656K +$136K +5,400 +26%
JIR
78
James Investment Research
Ohio
$650K
KA
79
Klingman & Associates
New York
$618K -$102K -4,047 -14%
LPT
80
Legacy Private Trust
Wisconsin
$572K
PA
81
Parallel Advisors
California
$498K +$53.9K +2,134 +12%
GSIAS
82
Garden State Investment Advisory Services
New Jersey
$496K
TA
83
TPG Advisors
Illinois
$493K -$49.9K -1,975 -9%
KC
84
Kades & Cheifetz
Pennsylvania
$442K +$103K +4,068 +31%
Comerica Bank
85
Comerica Bank
Texas
$433K
FAFN
86
First Affirmative Financial Network
Colorado
$424K +$14.1K +558 +3%
ECM
87
Exchange Capital Management
Michigan
$412K +$78.2K +3,095 +24%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$411K +$657 +26 +0.2%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$405K +$402K +15,902 New
WI
90
WrapManager Inc
California
$386K -$12K -476 -3%
Mariner
91
Mariner
Kansas
$372K -$47.3K -1,873 -11%
APP
92
Avantax Planning Partners
Iowa
$366K -$69.2K -2,739 -16%
PCH
93
PGIM Custom Harvest
New Jersey
$330K -$22.7K -898 -6%
PCIA
94
Prime Capital Investment Advisors
Kansas
$317K -$22.7K -898 -7%
Financial Engines Advisors
95
Financial Engines Advisors
California
$317K +$315K +12,472 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$311K -$131K -5,195 -30%
Cerity Partners
97
Cerity Partners
New York
$311K +$308K +12,204 New
CCA
98
Cora Capital Advisors
New Jersey
$305K
ACS
99
Archford Capital Strategies
Illinois
$305K -$129K -5,115 -30%
CFS
100
Commonwealth Financial Services
West Virginia
$296K +$28.2K +1,116 +11%