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iShares iBonds Dec 2027 Term Muni Bond ETF

121 hedge funds and large institutions have $389M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 61 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 28

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more capital invested

Capital invested by funds: $378M → $389M (+$10.7M)

0.68% less ownership

Funds ownership: 91.28%90.6% (-0.68%)

1% less funds holding

Funds holding: 122121 (-1)

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
61
Reduced
28
Closed
8
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
$37.8M +$3.49M +139,597 +10%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$23.4M +$893K +35,739 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$21.1M +$626K +25,048 +3%
CA
4
Clearstead Advisors
Ohio
$19.8M +$19.8M +790,646 New
Wells Fargo
5
Wells Fargo
California
$19.1M +$718K +28,739 +4%
HighTower Advisors
6
HighTower Advisors
Illinois
$18.2M +$1.24M +49,755 +7%
KCM
7
Kathmere Capital Management
Pennsylvania
$17.4M +$632K +25,304 +4%
HWA
8
Heartwood Wealth Advisors
Virginia
$16.9M +$326K +13,032 +2%
US Bancorp
9
US Bancorp
Minnesota
$16.6M -$481K -19,255 -3%
Morgan Stanley
10
Morgan Stanley
New York
$15.8M +$4.25M +170,068 +37%
UBS Group
11
UBS Group
Switzerland
$10.7M +$1.37M +54,701 +15%
Corient Private Wealth
12
Corient Private Wealth
Florida
$10.4M -$1.1M -43,976 -10%
HCM
13
Hengehold Capital Management
Ohio
$10.2M +$112K +4,494 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$9.08M +$355K +14,198 +4%
NA
15
NewEdge Advisors
Louisiana
$8.97M -$534K -21,360 -6%
HBT
16
Hills Bank & Trust
Iowa
$7.43M +$153K +6,124 +2%
CIA
17
Covington Investment Advisors
Pennsylvania
$7.12M +$26.5K +1,060 +0.4%
PWM
18
Praetorian Wealth Management
California
$6.17M -$183K -7,336 -3%
Ameriprise
19
Ameriprise
Minnesota
$6.09M +$241K +9,656 +4%
LPL Financial
20
LPL Financial
California
$5.28M +$437K +17,480 +9%
LIA
21
LBMC Investment Advisors
Tennessee
$5.08M +$1.15M +46,083 +29%
P
22
Paradiem
Louisiana
$4.01M
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$3.39M +$372K +14,910 +12%
GA
24
Gateway Advisory
New Jersey
$3.29M -$301K -12,068 -8%
SWM
25
Spire Wealth Management
Virginia
$3.28M +$37.8K +1,515 +1%