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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.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 9

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

55.01% more ownership

Funds ownership: 168.94%223.96% (+55%)

27% more capital invested

Capital invested by funds: $106M → $135M (+$29.2M)

10% more funds holding

Funds holding: 5965 (+6)

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 Holding Trade Value Shares
Change
Change in
Stake
HWA
1
Heartwood Wealth Advisors
Virginia
$13.3M +$723K +28,639 +6%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$12.7M +$2.72M +107,765 +26%
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$12.5M +$8.95M +354,340 +222%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.2M +$2.7M +106,916 +27%
HighTower Advisors
5
HighTower Advisors
Illinois
$10.9M +$5.11M +202,308 +83%
Wells Fargo
6
Wells Fargo
California
$7.31M +$2.37M +93,960 +46%
US Bancorp
7
US Bancorp
Minnesota
$7.26M +$1.75M +69,230 +30%
Bank of America
8
Bank of America
North Carolina
$5.52M +$1.32M +52,438 +30%
CIM
9
Confluence Investment Management
Missouri
$5.28M -$189K -7,502 -3%
UBS Group
10
UBS Group
Switzerland
$4.23M +$471K +18,673 +12%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.19M +$3.99M +158,178 +1,148%
PWM
12
Praetorian Wealth Management
California
$4.19M -$353 -14 -0%
SPIA
13
Steward Partners Investment Advisory
New York
$3.79M -$121K -4,810 -3%
BO
14
BRR OpCo
Ohio
$3.76M +$3.89M +153,995 New
Morgan Stanley
15
Morgan Stanley
New York
$2.81M +$266K +10,520 +10%
GA
16
Gateway Advisory
New Jersey
$2.65M +$2.74M +108,727 New
LPL Financial
17
LPL Financial
California
$2.02M +$193K +7,662 +10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.49M +$8.76K +347 +0.6%
LPT
19
Legacy Private Trust
Wisconsin
$1.19M
SPA
20
Sentinel Pension Advisors
Massachusetts
$1.1M +$1.14M +45,252 New
PA
21
Prism Advisors
California
$1.09M
WIC
22
Woodmont Investment Counsel
Tennessee
$1.05M +$101K +4,000 +10%
REMPR
23
Roof Eidam Maycock Peralta (REMP)
California
$691K
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$686K +$196K +7,771 +38%
SSB
25
Sandy Spring Bank
Maryland
$679K +$19.4K +770 +3%