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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 Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
101
Citadel Advisors
Florida
$336K +$336K +13,351 New
APP
102
Avantax Planning Partners
Iowa
$333K -$28.4K -1,128 -8%
WCM
103
WealthBridge Capital Management
Ohio
$328K +$37.2K +1,479 +13%
PCH
104
PGIM Custom Harvest
New Jersey
$326K
PCIA
105
Prime Capital Investment Advisors
Kansas
$314K
TA
106
TPG Advisors
Illinois
$303K -$184K -7,332 -38%
ACS
107
Archford Capital Strategies
Illinois
$303K
CCA
108
Cora Capital Advisors
New Jersey
$302K
Goldman Sachs
109
Goldman Sachs
New York
$298K +$16.5K +658 +6%
CFS
110
Commonwealth Financial Services
West Virginia
$293K
MA
111
MONECO Advisors
Connecticut
$275K
RCAG
112
Rehmann Capital Advisory Group
Michigan
$258K -$31.9K -1,269 -11%
ASN
113
Advisory Services Network
Georgia
$251K -$12.6K -500 -5%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$251K
PWS
115
Peloton Wealth Strategists
Indiana
$251K
SWA
116
Sightline Wealth Advisors
Connecticut
$251K +$1.99K +79 +0.8%
C1AG
117
Client 1st Advisory Group
Florida
$250K
RCA
118
Resonant Capital Advisors
Wisconsin
$250K +$250K +9,951 New
DSA
119
Droms Strauss Advisors
Missouri
$247K +$247K +9,844 New
TC
120
Trust Company
Kansas
$247K +$247K +9,834 New
AF
121
Arrow Financial
New York
$239K
PAG
122
Private Advisor Group
New Jersey
$228K +$14.9K +594 +7%
HS
123
Horan Securities
United States
$215K +$13.8K +549 +7%
BCM
124
Brookstone Capital Management
Illinois
$208K +$208K +8,256 New
PTC
125
Private Trust Company
Ohio
$207K