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iShares iBonds Dec 2027 Term Muni Bond ETF

65 hedge funds and large institutions have $135M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 7 closing their positions.

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
30
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HWA
1
Heartwood Wealth Advisors
Virginia
$13.3M 544,789 +28,639 +6%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$12.7M 519,278 +107,765 +26%
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$12.5M 514,120 +354,340 +222%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.2M 499,477 +106,916 +27%
HighTower Advisors
5
HighTower Advisors
Illinois
$10.9M 447,013 +202,308 +83%
Wells Fargo
6
Wells Fargo
California
$7.31M 299,704 +93,960 +46%
US Bancorp
7
US Bancorp
Minnesota
$7.27M 297,855 +69,230 +30%
Bank of America
8
Bank of America
North Carolina
$5.52M 226,440 +52,438 +30%
CIM
9
Confluence Investment Management
Missouri
$5.28M 216,636 -7,502 -3%
UBS Group
10
UBS Group
Switzerland
$4.23M 173,443 +18,673 +12%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.19M 171,957 +158,178 +1,148%
PWM
12
Praetorian Wealth Management
California
$4.19M 171,812 -14 -0%
SPIA
13
Steward Partners Investment Advisory
New York
$3.79M 155,432 -4,810 -3%
BO
14
BRR OpCo
Ohio
$3.76M 153,995 +153,995 New
Morgan Stanley
15
Morgan Stanley
New York
$2.82M 115,432 +10,520 +10%
GA
16
Gateway Advisory
New Jersey
$2.65M 108,727 +108,727 New
LPL Financial
17
LPL Financial
California
$2.02M 82,794 +7,662 +10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.49M 61,084 +347 +0.6%
LPT
19
Legacy Private Trust
Wisconsin
$1.19M 48,888
SPA
20
Sentinel Pension Advisors
Massachusetts
$1.1M 45,252 +45,252 New
PA
21
Prism Advisors
California
$1.09M 44,715
WIC
22
Woodmont Investment Counsel
Tennessee
$1.05M 43,000 +4,000 +10%
REMPR
23
Roof Eidam Maycock Peralta (REMP)
California
$691K 28,350
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$686K 28,126 +7,771 +38%
SSB
25
Sandy Spring Bank
Maryland
$679K 27,835 +770 +3%