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iShares iBonds Dec 2027 Term Muni Bond ETF

39 hedge funds and large institutions have $38.6M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
21
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIM
1
Confluence Investment Management
Missouri
$5.28M 194,381 +5,569 +3%
HighTower Advisors
2
HighTower Advisors
Illinois
$4.82M 177,473 +177,473 New
US Bancorp
3
US Bancorp
Minnesota
$4.69M 172,689 +1,462 +0.9%
Morgan Stanley
4
Morgan Stanley
New York
$4.52M 166,650 +30,634 +23%
PWM
5
Praetorian Wealth Management
California
$3.2M 118,004 +32,755 +38%
Wells Fargo
6
Wells Fargo
California
$2.52M 92,689 -1,501 -2%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.32M 48,489 +1,842 +4%
Bank of America
8
Bank of America
North Carolina
$1.25M 46,040 -257 -0.6%
PA
9
Prism Advisors
California
$1.21M 44,715 +1,107 +3%
UBS Group
10
UBS Group
Switzerland
$1.1M 40,449 +5,876 +17%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$975K 35,915 +8,803 +32%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$924K 34,052 +3,463 +11%
CA
13
CGN Advisors
Kansas
$849K 31,270 +1,573 +5%
Creative Planning
14
Creative Planning
Kansas
$625K 23,016 +23,016 New
AIP
15
Ameritas Investment Partners
Nebraska
$515K 18,982 +6,592 +53%
SSB
16
Sandy Spring Bank
Maryland
$447K 16,480 +1,926 +13%
LPL Financial
17
LPL Financial
California
$380K 14,001 +109 +0.8%
Citadel Advisors
18
Citadel Advisors
Florida
$372K 13,688 -18,767 -58%
RFC
19
Regions Financial Corp
Alabama
$370K 13,654 +184 +1%
PFM
20
Phillips Financial Management
Indiana
$355K 13,095 +13,095 New
WI
21
WrapManager Inc
California
$350K 12,882
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$339K 12,500
BPA
23
Beacon Pointe Advisors
California
$332K 12,232 +26 +0.2%
PWS
24
Peloton Wealth Strategists
Indiana
$326K 12,000
Stifel Financial
25
Stifel Financial
Missouri
$309K 11,400 +2,198 +24%