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iShares iBonds Dec 2027 Term Muni Bond ETF

82 hedge funds and large institutions have $205M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 40 increasing their positions, 8 reducing their positions, and 9 closing their positions.

Holders
82
Holders Change
+17
Holders Change %
+26.15%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
40
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.2M 723,962 +224,485 +45%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$16.1M 644,031 +124,753 +24%
HighTower Advisors
3
HighTower Advisors
Illinois
$15.9M 634,128 +187,115 +42%
US Bancorp
4
US Bancorp
Minnesota
$14.4M 575,570 +277,715 +93%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$14M 559,711 +45,591 +9%
HWA
6
Heartwood Wealth Advisors
Virginia
$13.2M 526,701 -18,088 -3%
Wells Fargo
7
Wells Fargo
California
$10.9M 435,222 +135,518 +45%
Bank of America
8
Bank of America
North Carolina
$10.3M 412,285 +185,845 +82%
HCM
9
Hengehold Capital Management
Ohio
$10M 399,486 +399,486 New
Corient Private Wealth
10
Corient Private Wealth
Florida
$7.19M 286,659 +286,659 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7M 278,989 +107,032 +62%
UBS Group
12
UBS Group
Switzerland
$6.48M 258,537 +85,094 +49%
PWM
13
Praetorian Wealth Management
California
$4.82M 192,075 +20,263 +12%
Morgan Stanley
14
Morgan Stanley
New York
$4.68M 186,710 +71,278 +62%
SPIA
15
Steward Partners Investment Advisory
New York
$3.67M 146,382 -9,050 -6%
UCFA
16
United Capital Financial Advisors
Texas
$3.45M 137,604 +137,604 New
LPL Financial
17
LPL Financial
California
$3.07M 122,620 +39,826 +48%
SWM
18
Spire Wealth Management
Virginia
$2.81M 111,882 +111,882 New
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$2.79M 109,875 +88,071 +404%
LPT
20
Legacy Private Trust
Wisconsin
$2.6M 103,888 +55,000 +113%
MLA
21
MB, Levis & Associates
Pennsylvania
$1.85M 73,694 +73,694 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.8M 71,905 +10,821 +18%
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.65M 65,977 +65,977 New
CIAS
24
CFS Investment Advisory Services
New Jersey
$1.45M 57,706 +57,706 New
IA
25
IFP Advisors
Florida
$1.23M 49,201 +25,770 +110%