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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
Bank of America
1
Bank of America
North Carolina
$34.6M +$2.22M +87,855 +7%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$22.6M +$1.02M +40,212 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.6M +$621K +24,580 +3%
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$18.8M +$1.31M +51,688 +7%
Wells Fargo
5
Wells Fargo
California
$18.5M +$1.48M +58,556 +9%
US Bancorp
6
US Bancorp
Minnesota
$17.2M -$2.48M -98,150 -13%
HighTower Advisors
7
HighTower Advisors
Illinois
$17.1M -$788K -31,176 -4%
KCM
8
Kathmere Capital Management
Pennsylvania
$16.8M +$1.35M +53,389 +9%
HWA
9
Heartwood Wealth Advisors
Virginia
$16.7M +$1.14M +44,987 +7%
Morgan Stanley
10
Morgan Stanley
New York
$11.6M -$11.7M -461,677 -50%
Corient Private Wealth
11
Corient Private Wealth
Florida
$11.6M +$11.6M +459,285 New
HCM
12
Hengehold Capital Management
Ohio
$10.2M +$72.6K +2,874 +0.7%
NA
13
NewEdge Advisors
Louisiana
$9.56M +$495K +19,602 +5%
UBS Group
14
UBS Group
Switzerland
$9.37M +$516K +20,434 +6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$8.78M +$175K +6,923 +2%
HBT
16
Hills Bank & Trust
Iowa
$7.33M
CIA
17
Covington Investment Advisors
Pennsylvania
$7.14M +$1.15M +45,570 +19%
PWM
18
Praetorian Wealth Management
California
$6.39M +$386K +15,275 +6%
CA
19
Crumly & Associates
Illinois
$6.05M -$1.7M -67,088 -22%
Ameriprise
20
Ameriprise
Minnesota
$5.88M +$5.48M +216,949 +1,296%
LPL Financial
21
LPL Financial
California
$4.87M +$782K +30,949 +19%
P
22
Paradiem
Louisiana
$4.04M +$4.05M +160,410 New
LIA
23
LBMC Investment Advisors
Tennessee
$3.96M +$2.99M +118,481 +306%
GA
24
Gateway Advisory
New Jersey
$3.61M +$222K +8,793 +7%
SWM
25
Spire Wealth Management
Virginia
$3.26M +$8.89K +352 +0.3%