We are live on ! Find out more
IBMP icon

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
Bank of America
1
Bank of America
North Carolina
$45M +$4.34M +171,553 +11%
HighTower Advisors
2
HighTower Advisors
Illinois
$24.4M +$4.42M +174,699 +22%
Wells Fargo
3
Wells Fargo
California
$23.2M +$2.21M +87,459 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.6M +$559K +22,113 +3%
CA
5
Clearstead Advisors
Ohio
$22.1M +$1.76M +69,453 +9%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$20.7M -$3.41M -134,898 -14%
US Bancorp
7
US Bancorp
Minnesota
$17.9M +$788K +31,185 +5%
HWA
8
Heartwood Wealth Advisors
Virginia
$17.8M +$135K +5,344 +0.8%
KCM
9
Kathmere Capital Management
Pennsylvania
$15.8M -$195K -7,712 -1%
Morgan Stanley
10
Morgan Stanley
New York
$13.4M -$1.56M -61,533 -10%
Raymond James Financial
11
Raymond James Financial
Florida
$10.5M +$10.5M +416,559 New
HCM
12
Hengehold Capital Management
Ohio
$10.4M +$84K +3,324 +0.8%
UBS Group
13
UBS Group
Switzerland
$10.3M -$1.32M -52,101 -11%
Corient Private Wealth
14
Corient Private Wealth
Florida
$9.52M -$521K -20,591 -5%
NA
15
NewEdge Advisors
Louisiana
$9.27M -$45.5K -1,800 -0.5%
HBT
16
Hills Bank & Trust
Iowa
$8.48M +$304K +12,015 +4%
Ameriprise
17
Ameriprise
Minnesota
$7.96M +$853K +33,756 +12%
CIA
18
Covington Investment Advisors
Pennsylvania
$7.68M +$484K +19,150 +7%
LIA
19
LBMC Investment Advisors
Tennessee
$7.47M +$590K +23,328 +9%
PWM
20
Praetorian Wealth Management
California
$6.15M -$83.3K -3,296 -1%
LPL Financial
21
LPL Financial
California
$5.65M +$228K +9,013 +4%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.12M +$1.42M +56,027 +38%
IWC
23
Integrated Wealth Concepts
Massachusetts
$4.38M +$1.58M +62,462 +56%
LIM
24
Leavell Investment Management
Alabama
$4.16M +$2.72M +107,750 +186%
HCM
25
Howland Capital Management
Massachusetts
$4.14M +$113K +4,450 +3%