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iShares iBonds Dec 2027 Term Muni Bond ETF

99 hedge funds and large institutions have $246M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

69% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 26

9% more funds holding

Funds holding: 9199 (+8)

2% more capital invested

Capital invested by funds: $241M → $246M (+$5.31M)

0.76% less ownership

Funds ownership: 91.22%90.46% (-0.76%)

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
44
Reduced
26
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.2M +$608K +24,159 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$18.5M +$1.1M +43,674 +6%
HighTower Advisors
3
HighTower Advisors
Illinois
$16.7M +$377K +14,986 +2%
US Bancorp
4
US Bancorp
Minnesota
$16.3M +$615K +24,443 +4%
HWA
5
Heartwood Wealth Advisors
Virginia
$15.2M +$842K +33,474 +6%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$14.9M +$605K +24,039 +4%
Bank of America
7
Bank of America
North Carolina
$13.5M +$1.28M +50,751 +10%
Wells Fargo
8
Wells Fargo
California
$12M -$287K -11,401 -2%
Corient Private Wealth
9
Corient Private Wealth
Florida
$10.5M +$1.8M +71,709 +21%
HCM
10
Hengehold Capital Management
Ohio
$10.1M +$50.4K +2,002 +0.5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.69M +$422K +16,776 +6%
UBS Group
12
UBS Group
Switzerland
$6.33M -$11.4K -453 -0.2%
PWM
13
Praetorian Wealth Management
California
$5.58M -$48.1K -1,913 -0.9%
Morgan Stanley
14
Morgan Stanley
New York
$4.74M -$409K -16,259 -8%
Stifel Financial
15
Stifel Financial
Missouri
$4.61M +$109K +4,337 +2%
NA
16
NewEdge Advisors
Louisiana
$4.19M -$1.33M -52,777 -24%
SPIA
17
Steward Partners Investment Advisory
New York
$3.53M -$81.4K -3,233 -2%
SWM
18
Spire Wealth Management
Virginia
$3.46M +$48.7K +1,935 +1%
LPL Financial
19
LPL Financial
California
$3.35M +$19K +756 +0.6%
UCFA
20
United Capital Financial Advisors
Texas
$3.02M -$126K -4,988 -4%
Jane Street
21
Jane Street
New York
$2.69M -$2.84M -112,681 -51%
CIM
22
Confluence Investment Management
Missouri
$2.67M -$27.8K -1,104 -1%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.64M +$243K +9,666 +10%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.31M -$88.4K -3,511 -4%
LPT
25
Legacy Private Trust
Wisconsin
$1.64M -$965K -38,354 -37%