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iShares iBonds Dec 2027 Term Muni Bond ETF

38 hedge funds and large institutions have $31.4M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

19% more funds holding

Funds holding: 3238 (+6)

5% more capital invested

Capital invested by funds: $30M → $31.4M (+$1.38M)

2.35% less ownership

Funds ownership: 70.92%68.57% (-2.3%)

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$5.09M +$480K +17,671 +10%
US Bancorp
2
US Bancorp
Minnesota
$4.61M +$805K +29,638 +21%
Morgan Stanley
3
Morgan Stanley
New York
$3.66M +$1.29M +47,535 +54%
Wells Fargo
4
Wells Fargo
California
$2.54M +$18.7K +689 +0.7%
PWM
5
Praetorian Wealth Management
California
$2.3M +$492K +18,125 +27%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.26M +$49.7K +1,832 +4%
Bank of America
7
Bank of America
North Carolina
$1.25M +$132K +4,843 +12%
PA
8
Prism Advisors
California
$1.18M
UBS Group
9
UBS Group
Switzerland
$931K +$374K +13,777 +66%
Citadel Advisors
10
Citadel Advisors
Florida
$874K +$669K +24,637 +315%
Jane Street
11
Jane Street
New York
$839K -$338K -12,432 -29%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$824K -$2.42M -89,010 -74%
CA
13
CGN Advisors
Kansas
$800K +$165K +6,094 +26%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$730K +$149K +5,490 +25%
SSB
15
Sandy Spring Bank
Maryland
$392K -$71.3K -2,626 -15%
LPL Financial
16
LPL Financial
California
$374K +$175K +6,457 +87%
RFC
17
Regions Financial Corp
Alabama
$362K +$36.2K +1,333 +11%
Mariner
18
Mariner
Kansas
$353K
WI
19
WrapManager Inc
California
$347K -$7.39K -272 -2%
SVWAG
20
Sound View Wealth Advisors Group
Georgia
$337K +$339K +12,500 New
AIP
21
Ameritas Investment Partners
Nebraska
$333K +$131K +4,820 +64%
BPA
22
Beacon Pointe Advisors
California
$329K +$407 +15 +0.1%
PWS
23
Peloton Wealth Strategists
Indiana
$323K
CCA
24
Childress Capital Advisors
Texas
$261K +$263K +9,700 New
Stifel Financial
25
Stifel Financial
Missouri
$248K +$38K +1,399 +18%