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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.

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 Market Value Shares Shares
Change
Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$5.09M 188,812 +17,671 +10%
US Bancorp
2
US Bancorp
Minnesota
$4.61M 171,227 +29,638 +21%
Morgan Stanley
3
Morgan Stanley
New York
$3.66M 136,016 +47,535 +54%
Wells Fargo
4
Wells Fargo
California
$2.54M 94,190 +689 +0.7%
PWM
5
Praetorian Wealth Management
California
$2.3M 85,249 +18,125 +27%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.26M 46,647 +1,832 +4%
Bank of America
7
Bank of America
North Carolina
$1.25M 46,297 +4,843 +12%
PA
8
Prism Advisors
California
$1.18M 43,608
UBS Group
9
UBS Group
Switzerland
$931K 34,573 +13,777 +66%
Citadel Advisors
10
Citadel Advisors
Florida
$874K 32,455 +24,637 +315%
Jane Street
11
Jane Street
New York
$839K 31,138 -12,432 -29%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$824K 30,589 -89,010 -74%
CA
13
CGN Advisors
Kansas
$800K 29,697 +6,094 +26%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$730K 27,112 +5,490 +25%
SSB
15
Sandy Spring Bank
Maryland
$392K 14,554 -2,626 -15%
LPL Financial
16
LPL Financial
California
$374K 13,892 +6,457 +87%
RFC
17
Regions Financial Corp
Alabama
$362K 13,470 +1,333 +11%
Mariner
18
Mariner
Kansas
$353K 13,095
WI
19
WrapManager Inc
California
$347K 12,882 -272 -2%
SVWAG
20
Sound View Wealth Advisors Group
Georgia
$337K 12,500 +12,500 New
AIP
21
Ameritas Investment Partners
Nebraska
$333K 12,390 +4,820 +64%
BPA
22
Beacon Pointe Advisors
California
$329K 12,206 +15 +0.1%
PWS
23
Peloton Wealth Strategists
Indiana
$323K 12,000
CCA
24
Childress Capital Advisors
Texas
$261K 9,700 +9,700 New
Stifel Financial
25
Stifel Financial
Missouri
$248K 9,202 +1,399 +18%