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iShares iBonds Dec 2027 Term Muni Bond ETF

53 hedge funds and large institutions have $66.6M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
+8
Holders Change %
+17.78%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
19
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$10.5M 411,534 +223,321 +119%
CIM
2
Confluence Investment Management
Missouri
$5.67M 223,028 +19,023 +9%
US Bancorp
3
US Bancorp
Minnesota
$5.29M 208,065 +20,207 +11%
Wells Fargo
4
Wells Fargo
California
$4.92M 193,546 +7,630 +4%
Morgan Stanley
5
Morgan Stanley
New York
$4.29M 168,865 -75,232 -31%
PWM
6
Praetorian Wealth Management
California
$4.02M 158,061 +24,932 +19%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$3.49M 140,681 +54,336 +63%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$2.96M 116,547 +116,547 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.96M 116,405 +116,405 New
UBS Group
10
UBS Group
Switzerland
$2.24M 88,016 +42,022 +91%
Bank of America
11
Bank of America
North Carolina
$1.61M 63,492 +1,145 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.37M 53,662 +171 +0.3%
CCWA
13
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.19M 46,628 -682 -1%
PA
14
Prism Advisors
California
$1.14M 44,715
Jane Street
15
Jane Street
New York
$1.08M 42,471 +42,471 New
WIC
16
Woodmont Investment Counsel
Tennessee
$928K 36,475 +36,475 New
CA
17
CGN Advisors
Kansas
$871K 34,247 -4,406 -11%
LPL Financial
18
LPL Financial
California
$758K 29,802 +4,930 +20%
AIP
19
Ameritas Investment Partners
Nebraska
$751K 29,568 +253 +0.9%
LPT
20
Legacy Private Trust
Wisconsin
$735K 28,900 +28,900 New
REMPR
21
Roof Eidam Maycock Peralta (REMP)
California
$721K 28,350 +28,350 New
SSB
22
Sandy Spring Bank
Maryland
$682K 26,825 -410 -2%
RJA
23
Raymond James & Associates
Florida
$653K 25,674 -3,250 -11%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$634K 24,932 +24,932 New
F4L
25
Fortune 45 LLC
Louisiana
$552K 21,726 -5,608 -21%