We are live on ! Find out more
IBMP icon

iShares iBonds Dec 2027 Term Muni Bond ETF

134 hedge funds and large institutions have $420M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

126% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 27

11% more funds holding

Funds holding: 121134 (+13)

8% more capital invested

Capital invested by funds: $389M → $420M (+$31.3M)

0.68% less ownership

Funds ownership: 90.6%89.92% (-0.68%)

Holders
134
Holders Change
+13
Holders Change %
+10.74%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
61
Reduced
27
Closed
4
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
$41.2M +$2.64M +104,603 +7%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$24.3M +$585K +23,153 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$22.4M +$917K +36,288 +4%
Wells Fargo
4
Wells Fargo
California
$21.3M +$1.82M +71,839 +9%
CA
5
Clearstead Advisors
Ohio
$20.6M +$506K +20,018 +3%
HighTower Advisors
6
HighTower Advisors
Illinois
$20.2M +$1.65M +65,463 +9%
HWA
7
Heartwood Wealth Advisors
Virginia
$17.9M +$690K +27,285 +4%
US Bancorp
8
US Bancorp
Minnesota
$17.3M +$426K +16,847 +3%
KCM
9
Kathmere Capital Management
Pennsylvania
$16.2M -$1.46M -57,858 -8%
Morgan Stanley
10
Morgan Stanley
New York
$15.2M -$928K -36,713 -6%
UBS Group
11
UBS Group
Switzerland
$11.8M +$926K +36,651 +9%
HCM
12
Hengehold Capital Management
Ohio
$10.5M +$79.8K +3,159 +0.8%
Corient Private Wealth
13
Corient Private Wealth
Florida
$10.2M -$410K -16,206 -4%
NA
14
NewEdge Advisors
Louisiana
$9.43M +$297K +11,742 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$9.32M +$74.5K +2,948 +0.8%
HBT
16
Hills Bank & Trust
Iowa
$8.28M +$709K +28,049 +9%
CIA
17
Covington Investment Advisors
Pennsylvania
$7.29M +$39.8K +1,575 +0.6%
Ameriprise
18
Ameriprise
Minnesota
$7.2M +$1M +39,618 +16%
LIA
19
LBMC Investment Advisors
Tennessee
$6.97M +$1.79M +70,688 +35%
PWM
20
Praetorian Wealth Management
California
$6.31M +$32.5K +1,286 +0.5%
LPL Financial
21
LPL Financial
California
$5.49M +$122K +4,834 +2%
HCM
22
Howland Capital Management
Massachusetts
$4.08M +$2.39M +94,539 +144%
P
23
Paradiem
Louisiana
$4.08M
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$3.75M +$304K +12,029 +9%
CTC
25
Central Trust Company
Missouri
$3.37M +$474K +18,748 +17%