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iShares iBonds Dec 2027 Term Muni Bond ETF

45 hedge funds and large institutions have $52M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.6M 244,097 +18,926 +8%
CIM
2
Confluence Investment Management
Missouri
$5.52M 204,005 +5,383 +3%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.09M 188,213 +5,021 +3%
US Bancorp
4
US Bancorp
Minnesota
$5.08M 187,858 +658 +0.4%
Wells Fargo
5
Wells Fargo
California
$5.03M 185,916 +87,488 +89%
PWM
6
Praetorian Wealth Management
California
$3.6M 133,129 +6,278 +5%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$2.34M 86,345 +37,255 +76%
Bank of America
8
Bank of America
North Carolina
$1.69M 62,347 +13,574 +28%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.45M 53,491 +20,307 +61%
CCWA
10
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M 47,310
UBS Group
11
UBS Group
Switzerland
$1.24M 45,994 +4,211 +10%
PA
12
Prism Advisors
California
$1.21M 44,715
CA
13
CGN Advisors
Kansas
$1.05M 38,653 +5,441 +16%
AIP
14
Ameritas Investment Partners
Nebraska
$792K 29,315 +5,822 +25%
RJA
15
Raymond James & Associates
Florida
$782K 28,924 +28,924 New
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$777K 28,720
F4L
17
Fortune 45 LLC
Louisiana
$739K 27,334 +27,334 New
SSB
18
Sandy Spring Bank
Maryland
$736K 27,235 +6,895 +34%
LPL Financial
19
LPL Financial
California
$673K 24,872 +7,271 +41%
Creative Planning
20
Creative Planning
Kansas
$605K 22,376 -515 -2%
VA
21
Valmark Advisers
Ohio
$562K 20,788 +20,788 New
FTUS
22
Flow Traders U.S.
New York
$515K 19,031 +19,031 New
PFM
23
Phillips Financial Management
Indiana
$443K 16,365 +3,270 +25%
Stifel Financial
24
Stifel Financial
Missouri
$427K 15,787 +3,545 +29%
RFC
25
Regions Financial Corp
Alabama
$374K 13,832 +223 +2%