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iShares iBonds Dec 2027 Term Muni Bond ETF

42 hedge funds and large institutions have $44M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.08M 225,171 +58,521 +35%
CIM
2
Confluence Investment Management
Missouri
$5.37M 198,622 +4,241 +2%
US Bancorp
3
US Bancorp
Minnesota
$5.06M 187,200 +14,511 +8%
HighTower Advisors
4
HighTower Advisors
Illinois
$4.95M 183,192 +5,719 +3%
PWM
5
Praetorian Wealth Management
California
$3.43M 126,851 +8,847 +7%
Wells Fargo
6
Wells Fargo
California
$2.66M 98,428 +5,739 +6%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$1.33M 49,090 +49,090 New
Bank of America
8
Bank of America
North Carolina
$1.32M 48,773 +2,733 +6%
Jane Street
9
Jane Street
New York
$1.29M 47,682 +47,682 New
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M 47,310 -1,179 -2%
PA
11
Prism Advisors
California
$1.21M 44,715
UBS Group
12
UBS Group
Switzerland
$1.13M 41,783 +1,334 +3%
CA
13
CGN Advisors
Kansas
$897K 33,212 +1,942 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$896K 33,184 -868 -3%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$776K 28,720 -7,195 -20%
AIP
16
Ameritas Investment Partners
Nebraska
$634K 23,493 +4,511 +24%
Creative Planning
17
Creative Planning
Kansas
$618K 22,891 -125 -0.5%
SSB
18
Sandy Spring Bank
Maryland
$549K 20,340 +3,860 +23%
LPL Financial
19
LPL Financial
California
$475K 17,601 +3,600 +26%
RFC
20
Regions Financial Corp
Alabama
$368K 13,609 -45 -0.3%
PFM
21
Phillips Financial Management
Indiana
$354K 13,095
WI
22
WrapManager Inc
California
$344K 12,741 -141 -1%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$338K 12,500
BPA
24
Beacon Pointe Advisors
California
$331K 12,252 +20 +0.2%
Stifel Financial
25
Stifel Financial
Missouri
$331K 12,242 +842 +7%