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iShares iBonds Dec 2027 Term Muni Bond ETF

103 hedge funds and large institutions have $254M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
103
Holders Change
+4
Holders Change %
+4.04%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
41
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$19.2M 784,114 +47,661 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$18.6M 760,377 -5,631 -0.7%
Bank of America
3
Bank of America
North Carolina
$18.4M 750,724 +211,390 +39%
US Bancorp
4
US Bancorp
Minnesota
$17.3M 705,977 +57,344 +9%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$15.9M 649,377 +55,216 +9%
HighTower Advisors
6
HighTower Advisors
Illinois
$15.6M 638,883 -26,643 -4%
Wells Fargo
7
Wells Fargo
California
$15.5M 631,990 +152,721 +32%
HWA
8
Heartwood Wealth Advisors
Virginia
$15.2M 622,754 +17,508 +3%
Corient Private Wealth
9
Corient Private Wealth
Florida
$11.1M 455,095 +35,471 +8%
HCM
10
Hengehold Capital Management
Ohio
$9.85M 402,502 -614 -0.2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.05M 328,867 +22,009 +7%
UBS Group
12
UBS Group
Switzerland
$6.54M 267,288 +14,560 +6%
PWM
13
Praetorian Wealth Management
California
$5.55M 226,637 +4,192 +2%
Morgan Stanley
14
Morgan Stanley
New York
$4.68M 191,288 +2,110 +1%
NA
15
NewEdge Advisors
Louisiana
$4.56M 186,408 +19,083 +11%
HBT
16
Hills Bank & Trust
Iowa
$3.95M 161,467 +161,467 New
LPL Financial
17
LPL Financial
California
$3.34M 136,497 +2,703 +2%
SWM
18
Spire Wealth Management
Virginia
$3.24M 132,418 -5,489 -4%
SPIA
19
Steward Partners Investment Advisory
New York
$3.24M 132,154 -8,821 -6%
UCFA
20
United Capital Financial Advisors
Texas
$2.98M 121,935 +1,526 +1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.7M 110,365 +5,090 +5%
KCM
22
Kathmere Capital Management
Pennsylvania
$2.68M 109,518 +109,518 New
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.26M 92,184 -140 -0.2%
EFP
24
Envision Financial Planning
Tennessee
$2.12M 86,542 +86,542 New
Jane Street
25
Jane Street
New York
$1.74M 71,023 -36,100 -34%