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iShares iBonds Dec 2027 Term Muni Bond ETF

145 hedge funds and large institutions have $445M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
145
Holders Change
+12
Holders Change %
+9.02%
% of All Funds
1.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
65
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FFG
76
Foundry Financial Group
New Hampshire
$776K 30,854 +1,295 +4%
CBT
77
Crews Bank & Trust
Florida
$733K 29,153 +29,153 New
KC
78
Kades & Cheifetz
Pennsylvania
$732K 29,128 +11,755 +68%
PA
79
Parallel Advisors
California
$732K 29,102 +9,521 +49%
CIAS
80
CFS Investment Advisory Services
New Jersey
$729K 29,001 -2,490 -8%
LF
81
Lantz Financial
Illinois
$684K 27,207 +27,207 New
SA
82
Sanctuary Advisors
Indiana
$650K 25,727 -2,872 -10%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$610K 24,283 -1,508 -6%
Mariner
84
Mariner
Kansas
$604K 24,044 +9,445 +65%
LPT
85
Legacy Private Trust
Wisconsin
$599K 23,845 +1,370 +6%
KA
86
Klingman & Associates
New York
$573K 22,794 -1,492 -6%
MW
87
Members Wealth
Pennsylvania
$549K 21,804 +21,804 New
PWM
88
Partners Wealth Management
California
$542K 21,558 +21,558 New
PPWM
89
PFG Private Wealth Management
Florida
$520K 20,690 +20,690 New
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$500K 19,880 +3,978 +25%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$480K 19,094 +11,040 +137%
GAM
92
Gould Asset Management
California
$452K 17,965 +17,965 New
Comerica Bank
93
Comerica Bank
Texas
$428K 17,027
GSIAS
94
Garden State Investment Advisory Services
New Jersey
$421K 16,762 -2,720 -14%
1L
95
10Elms LLP
Oklahoma
$407K 16,194 +16,194 New
FAFN
96
First Affirmative Financial Network
Colorado
$407K 16,179 -465 -3%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$406K 16,155
ECM
98
Exchange Capital Management
Michigan
$404K 16,051 -155 -1%
WI
99
WrapManager Inc
California
$380K 15,101 -72 -0.5%
JIR
100
James Investment Research
Ohio
$370K 14,714 -10,826 -42%