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iShares iBonds Dec 2027 Term Muni Bond ETF

26 hedge funds and large institutions have $24.9M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
16
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$4.7M 173,627 -6,013 -3%
US Bancorp
2
US Bancorp
Minnesota
$4.48M 165,335 +156,718 +1,819%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.54M 93,800 +13,806 +17%
Wells Fargo
4
Wells Fargo
California
$2.26M 83,546 +33,853 +68%
PWM
5
Praetorian Wealth Management
California
$1.45M 53,726 +28,154 +110%
Morgan Stanley
6
Morgan Stanley
New York
$1.37M 50,628 +591 +1%
Bank of America
7
Bank of America
North Carolina
$1.21M 44,735 +21,034 +89%
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$982K 36,288 +36,288 New
PA
9
Prism Advisors
California
$955K 35,277
Jane Street
10
Jane Street
New York
$915K 33,806 -8,525 -20%
MPWT
11
MassMutual Private Wealth & Trust
Connecticut
$656K 24,235 +561 +2%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$563K 20,785 -491 -2%
UBS Group
13
UBS Group
Switzerland
$459K 16,956 -570 -3%
Mariner
14
Mariner
Kansas
$354K 13,095 +1,475 +13%
PWS
15
Peloton Wealth Strategists
Indiana
$325K 12,000
BPA
16
Beacon Pointe Advisors
California
$324K 11,968 +952 +9%
RFC
17
Regions Financial Corp
Alabama
$314K 11,610 +355 +3%
SSB
18
Sandy Spring Bank
Maryland
$301K 11,130 +3,740 +51%
RJA
19
Raymond James & Associates
Florida
$234K 8,637 +911 +12%
AIP
20
Ameritas Investment Partners
Nebraska
$139K 5,155 +2,250 +77%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$113K 4,188 +1,878 +81%
CTC
22
Central Trust Company
Missouri
$106K 3,900 +300 +8%
ADL
23
Asset Dedication LLC
California
$54K 2,015 +1,965 +3,930%
ASN
24
Advisory Services Network
Georgia
$28K 1,043 +1,043 New
RIM
25
Rockbridge Investment Management
New York
$26K 962