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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

32 hedge funds and large institutions have $30M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.42M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.27M
3
CA
3
CGN Advisors
Kansas
$645K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$590K
5
PWM
5
Praetorian Wealth Management
California
$1.83M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$3.87M
2
Bank of America
2
Bank of America
North Carolina
$1.13M
3
CIM
3
Confluence Investment Management
Missouri
$4.68M
4
ASN
4
Advisory Services Network
Georgia
$8K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$100K
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$4.68M 171,141 -2,486 -1%
US Bancorp
2
US Bancorp
Minnesota
$3.87M 141,589 -23,746 -14%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.27M 119,599 +25,799 +28%
Wells Fargo
4
Wells Fargo
California
$2.55M 93,501 +9,955 +12%
Morgan Stanley
5
Morgan Stanley
New York
$2.42M 88,481 +37,853 +75%
PWM
6
Praetorian Wealth Management
California
$1.83M 67,124 +13,398 +25%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.22M 44,815 +8,527 +23%
PA
8
Prism Advisors
California
$1.19M 43,608 +8,331 +24%
Jane Street
9
Jane Street
New York
$1.19M 43,570 +9,764 +29%
Bank of America
10
Bank of America
North Carolina
$1.13M 41,454 -3,281 -7%
MPWT
11
MassMutual Private Wealth & Trust
Connecticut
$691K 25,306 +1,071 +4%
CA
12
CGN Advisors
Kansas
$645K 23,603 +23,603 New
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$591K 21,622 +837 +4%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$590K 21,609 +21,609 New
UBS Group
15
UBS Group
Switzerland
$568K 20,796 +3,840 +23%
SSB
16
Sandy Spring Bank
Maryland
$469K 17,180 +6,050 +54%
WI
17
WrapManager Inc
California
$359K 13,154 +13,154 New
Mariner
18
Mariner
Kansas
$358K 13,095 – –
BPA
19
Beacon Pointe Advisors
California
$333K 12,191 +223 +2%
RFC
20
Regions Financial Corp
Alabama
$332K 12,137 +527 +5%
PWS
21
Peloton Wealth Strategists
Indiana
$328K 12,000 – –
RJA
22
Raymond James & Associates
Florida
$234K 8,575 -62 -0.7%
Citadel Advisors
23
Citadel Advisors
Florida
$214K 7,818 +7,818 New
Stifel Financial
24
Stifel Financial
Missouri
$213K 7,803 +7,803 New
AIP
25
Ameritas Investment Partners
Nebraska
$206K 7,570 +2,415 +47%
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