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iShares iBonds Dec 2027 Term Muni Bond ETF

146 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.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

117% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 30

9% more funds holding

Funds holding: 134146 (+12)

6% more capital invested

Capital invested by funds: $420M → $445M (+$25.5M)

0.45% less ownership

Funds ownership: 89.92%89.46% (-0.45%)

Holders
146
Holders Change
+12
Holders Change %
+8.96%
% of All Funds
1.92%
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 Holding Trade Value Shares
Change
Change in
Stake
FFG
76
Foundry Financial Group
New Hampshire
$776K +$32.7K +1,295 +4%
CBT
77
Crews Bank & Trust
Florida
$733K +$737K +29,153 New
KC
78
Kades & Cheifetz
Pennsylvania
$732K +$297K +11,755 +68%
PA
79
Parallel Advisors
California
$732K +$241K +9,521 +49%
CIAS
80
CFS Investment Advisory Services
New Jersey
$729K -$63K -2,490 -8%
LF
81
Lantz Financial
Illinois
$684K +$688K +27,207 New
SA
82
Sanctuary Advisors
Indiana
$650K -$72.6K -2,872 -10%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$610K -$38.1K -1,508 -6%
Mariner
84
Mariner
Kansas
$604K +$239K +9,445 +65%
LPT
85
Legacy Private Trust
Wisconsin
$599K +$34.6K +1,370 +6%
KA
86
Klingman & Associates
New York
$573K -$37.7K -1,492 -6%
MW
87
Members Wealth
Pennsylvania
$549K +$551K +21,804 New
PWM
88
Partners Wealth Management
California
$542K +$545K +21,558 New
PPWM
89
PFG Private Wealth Management
Florida
$520K +$523K +20,690 New
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$500K +$101K +3,978 +25%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$480K +$279K +11,040 +137%
GAM
92
Gould Asset Management
California
$452K +$454K +17,965 New
Comerica Bank
93
Comerica Bank
Texas
$428K
GSIAS
94
Garden State Investment Advisory Services
New Jersey
$421K -$68.8K -2,720 -14%
1L
95
10Elms LLP
Oklahoma
$407K +$409K +16,194 New
FAFN
96
First Affirmative Financial Network
Colorado
$407K -$11.8K -465 -3%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$406K
ECM
98
Exchange Capital Management
Michigan
$404K -$3.92K -155 -1%
WI
99
WrapManager Inc
California
$380K -$1.82K -72 -0.5%
JIR
100
James Investment Research
Ohio
$370K -$274K -10,826 -42%