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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
WCM
101
WealthBridge Capital Management
Ohio
$295K +$293K +11,583 New
RCAG
102
Rehmann Capital Advisory Group
Michigan
$294K
Goldman Sachs
103
Goldman Sachs
New York
$285K -$115K -4,540 -29%
MA
104
MONECO Advisors
Connecticut
$278K
ASN
105
Advisory Services Network
Georgia
$263K
JSA
106
Jim Saulnier & Associates
Colorado
$260K +$259K +10,230 New
PWS
107
Peloton Wealth Strategists
Indiana
$255K
Baird Financial Group
108
Baird Financial Group
Wisconsin
$255K -$16.8K -664 -6%
C1AG
109
Client 1st Advisory Group
Florida
$253K
SWA
110
Sightline Wealth Advisors
Connecticut
$252K +$250K +9,905 New
AF
111
Arrow Financial
New York
$242K
TLFA
112
True Link Financial Advisors
California
$219K +$217K +8,592 New
PAG
113
Private Advisor Group
New Jersey
$216K +$215K +8,491 New
PTC
114
Private Trust Company
Ohio
$210K
S
115
SignatureFD
Georgia
$207K
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$205K +$204K +8,054 New
HS
117
Horan Securities
United States
$203K +$202K +7,995 New
SCG
118
Sonata Capital Group
Washington
$201K +$199K +7,880 New
AIP
119
Ameritas Investment Partners
Nebraska
$176K -$53K -2,096 -23%
FCA
120
FinTrust Capital Advisors
South Carolina
$101K +$101K +3,979 New
GEA
121
Glen Eagle Advisors
New Jersey
$69.4K
HIA
122
Harbor Investment Advisory
Maryland
$64.2K
ACA
123
American Capital Advisory
Idaho
$56.8K +$56.4K +2,231 New
ADL
124
Asset Dedication LLC
California
$51.3K -$22.9K -906 -31%
CT
125
Coastline Trust
Rhode Island
$21.5K +$21.3K +843 New