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iShares iBonds Dec 2027 Term Muni Bond ETF

122 hedge funds and large institutions have $378M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 62 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 24

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

8% more funds holding

Funds holding: 113122 (+9)

8% more capital invested

Capital invested by funds: $350M → $378M (+$27.8M)

1.83% less ownership

Funds ownership: 93.11%91.28% (-1.8%)

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
62
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
MONECO Advisors
Connecticut
$275K
Baird Financial Group
102
Baird Financial Group
Wisconsin
$268K
PSIWM
103
Paradigm Strategies in Wealth Management
Minnesota
$267K +$4.98K +197 +2%
LIM
104
Leavell Investment Management
Alabama
$255K +$25.3K +1,000 +11%
PWS
105
Peloton Wealth Strategists
Indiana
$252K
C1AG
106
Client 1st Advisory Group
Florida
$251K
WCM
107
WealthBridge Capital Management
Ohio
$244K -$3.26K -129 -1%
AF
108
Arrow Financial
New York
$240K +$1.59K +63 +0.7%
AIP
109
Ameritas Investment Partners
Nebraska
$238K +$4.22K +167 +2%
CAN
110
Cetera Advisor Networks
California
$215K +$216K +8,554 New
PTC
111
Private Trust Company
Ohio
$207K
CFG
112
Carr Financial Group
Massachusetts
$201K
VNA
113
Valley National Advisers
Pennsylvania
$144K +$145K +5,729 New
ADL
114
Asset Dedication LLC
California
$73K
GEA
115
Glen Eagle Advisors
New Jersey
$68.6K +$31.6K +1,250 +85%
AA
116
Addison Advisors
Vermont
$23.4K -$3.54K -140 -13%
AF
117
Allworth Financial
California
$20.4K
OAJ
118
Ogorek Anthony Joseph
New York
$18K
HPC
119
HM Payson & Co
Maine
$8.81K +$8.85K +350 New
AP
120
Aspect Partners
Virginia
$8.08K -$11.2K -443 -58%
SC
121
Stephens Consulting
Michigan
$7.9K
BlackRock
122
BlackRock
New York
$3.62K
DSA
123
Droms Strauss Advisors
Missouri
-$1.33M -52,364 Closed
SWA
124
Stratos Wealth Advisors
Ohio
-$853K -33,547 Closed
CPIA
125
Cornell Pochily Investment Advisors
New York
-$482K -18,983 Closed