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iShares iBonds Dec 2027 Term Muni Bond ETF

113 hedge funds and large institutions have $350M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
55
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CFG
101
Carr Financial Group
Massachusetts
$203K 8,000 +8,000 New
BFEC
102
Benjamin F. Edwards & Company
Missouri
$164K 6,439
ADL
103
Asset Dedication LLC
California
$74K 2,921 +906 +45%
GEA
104
Glen Eagle Advisors
New Jersey
$37.5K 1,475 +1,475 New
TWM
105
Tradition Wealth Management
Minnesota
$32K 1,250 +9 +0.7%
AA
106
Addison Advisors
Vermont
$27.2K 1,070 +140 +15%
AF
107
Allworth Financial
California
$20.6K 812 +812 New
AP
108
Aspect Partners
Virginia
$19.4K 764 +764 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$18.8K 740
OAJ
110
Ogorek Anthony Joseph
New York
$18K 742
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$8.89K 349 +3 +0.9%
SC
112
Stephens Consulting
Michigan
$7.98K 314
BlackRock
113
BlackRock
New York
$3.66K 144 +1 +0.7%
Corient Private Wealth
114
Corient Private Wealth
Florida
-455,095 Closed
Jane Street
115
Jane Street
New York
-71,023 Closed
MLA
116
MB, Levis & Associates
Pennsylvania
-47,145 Closed
OMC
117
Old Mission Capital
Illinois
-38,314 Closed
CAN
118
Cetera Advisor Networks
California
-12,899 Closed
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
-10,766 Closed
Creative Planning
120
Creative Planning
Kansas
-9,343 Closed
SCA
121
Stonebridge Capital Advisors
Minnesota
-6,700 Closed
BBHC
122
Brown Brothers Harriman & Co
New York
-4,312 Closed
SSWM
123
Sheets Smith Wealth Management
North Carolina
-4,000 Closed
HIA
124
Harbor Investment Advisory
Maryland
-1,229 Closed
FFA
125
Farther Finance Advisors
California
-843 Closed