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iShares iBonds Dec 2027 Term Muni Bond ETF

146 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.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

117% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 30

9% more funds holding

Funds holding: 134146 (+12)

6% more capital invested

Capital invested by funds: $420M → $445M (+$25.5M)

0.45% less ownership

Funds ownership: 89.92%89.46% (-0.45%)

Holders
146
Holders Change
+12
Holders Change %
+8.96%
% of All Funds
1.92%
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
Change in
Stake
TLFA
151
True Link Financial Advisors
California
-$219K -8,592 Closed
HPC
152
HM Payson & Co
Maine
-$8.91K -350 Closed
ATS
153
Ashton Thomas Securities
New York
-$4.4K -173 Closed