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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.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 3

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

23% more capital invested

Capital invested by funds: $31.4M → $38.6M (+$7.18M)

3% more funds holding

Funds holding: 3839 (+1)

2.51% more ownership

Funds ownership: 68.57%71.08% (+2.5%)

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 Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$5.28M +$151K +5,569 +3%
HighTower Advisors
2
HighTower Advisors
Illinois
$4.82M +$4.81M +177,473 New
US Bancorp
3
US Bancorp
Minnesota
$4.69M +$39.6K +1,462 +0.9%
Morgan Stanley
4
Morgan Stanley
New York
$4.52M +$831K +30,634 +23%
PWM
5
Praetorian Wealth Management
California
$3.2M +$888K +32,755 +38%
Wells Fargo
6
Wells Fargo
California
$2.52M -$40.7K -1,501 -2%
CCWA
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.32M +$49.9K +1,842 +4%
Bank of America
8
Bank of America
North Carolina
$1.25M -$6.97K -257 -0.6%
PA
9
Prism Advisors
California
$1.21M +$30K +1,107 +3%
UBS Group
10
UBS Group
Switzerland
$1.1M +$159K +5,876 +17%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$975K +$239K +8,803 +32%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$924K +$93.9K +3,463 +11%
CA
13
CGN Advisors
Kansas
$849K +$42.6K +1,573 +5%
Creative Planning
14
Creative Planning
Kansas
$625K +$624K +23,016 New
AIP
15
Ameritas Investment Partners
Nebraska
$515K +$179K +6,592 +53%
SSB
16
Sandy Spring Bank
Maryland
$447K +$52.2K +1,926 +13%
LPL Financial
17
LPL Financial
California
$380K +$2.96K +109 +0.8%
Citadel Advisors
18
Citadel Advisors
Florida
$372K -$509K -18,767 -58%
RFC
19
Regions Financial Corp
Alabama
$370K +$4.99K +184 +1%
PFM
20
Phillips Financial Management
Indiana
$355K +$355K +13,095 New
WI
21
WrapManager Inc
California
$350K
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$339K
BPA
23
Beacon Pointe Advisors
California
$332K +$705 +26 +0.2%
PWS
24
Peloton Wealth Strategists
Indiana
$326K
Stifel Financial
25
Stifel Financial
Missouri
$309K +$59.6K +2,198 +24%