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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 %
S
126
SignatureFD
Georgia
$204K
SMC
127
Smith, Moore & Co
Missouri
$204K +$204K +8,116 New
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$176K +$176K +7,000 New
AIP
129
Ameritas Investment Partners
Nebraska
$171K -$2.79K -111 -2%
GEA
130
Glen Eagle Advisors
New Jersey
$68.5K
HIA
131
Harbor Investment Advisory
Maryland
$63.5K
PS
132
Principal Securities
Iowa
$58.3K +$58.3K +2,320 New
ACA
133
American Capital Advisory
Idaho
$56.1K
ADL
134
Asset Dedication LLC
California
$50.7K
Jones Financial Companies
135
Jones Financial Companies
Missouri
$50.2K +$50.2K +1,998 New
AssetMark Inc
136
AssetMark Inc
California
$47.7K +$47.7K +1,898 New
RWM
137
Rialto Wealth Management
New York
$24.2K +$24.2K +962 New
CT
138
Coastline Trust
Rhode Island
$21.2K
AF
139
Allworth Financial
California
$20.5K
OAJ
140
Ogorek Anthony Joseph
New York
$19K +$151 +6 +0.8%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$12K -$1.86K -74 -13%
AP
142
Aspect Partners
Virginia
$8.07K
SC
143
Stephens Consulting
Michigan
$7.89K
BlackRock
144
BlackRock
New York
$3.75K +$50 +2 +1%
KIM
145
Kestra Investment Management
Texas
$3.72K +$3.72K +148 New
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
-$961K -37,761 Closed
OMC
147
Old Mission Capital
Illinois
-$817K -32,101 Closed
Cerity Partners
148
Cerity Partners
New York
-$311K -12,204 Closed
JSA
149
Jim Saulnier & Associates
Colorado
-$260K -10,230 Closed
TLFA
150
True Link Financial Advisors
California
-$219K -8,592 Closed