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iShares iBonds Dec 2027 Term Muni Bond ETF

113 hedge funds and large institutions have $350M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
55
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$32.7M 1,285,516 +534,792 +71%
Morgan Stanley
2
Morgan Stanley
New York
$23.5M 924,448 +733,160 +383%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$21.8M 858,717 +74,603 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.1M 792,297 +31,920 +4%
US Bancorp
5
US Bancorp
Minnesota
$19.9M 781,446 +75,469 +11%
HighTower Advisors
6
HighTower Advisors
Illinois
$18.1M 710,886 +72,003 +11%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$17.6M 694,373 +44,996 +7%
Wells Fargo
8
Wells Fargo
California
$17.2M 677,081 +45,091 +7%
HWA
9
Heartwood Wealth Advisors
Virginia
$15.7M 618,412 -4,342 -0.7%
KCM
10
Kathmere Capital Management
Pennsylvania
$15.6M 615,218 +505,700 +462%
HCM
11
Hengehold Capital Management
Ohio
$10.2M 400,709 -1,793 -0.4%
NA
12
NewEdge Advisors
Louisiana
$9.15M 360,361 +173,953 +93%
UBS Group
13
UBS Group
Switzerland
$8.94M 351,797 +84,509 +32%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$8.69M 342,050 +13,183 +4%
CA
15
Crumly & Associates
Illinois
$7.81M 307,357 +307,357 New
HBT
16
Hills Bank & Trust
Iowa
$7.4M 291,068 +129,601 +80%
PWM
17
Praetorian Wealth Management
California
$6.07M 238,716 +12,079 +5%
CIA
18
Covington Investment Advisors
Pennsylvania
$6.05M 238,110 +238,110 New
Goldman Sachs
19
Goldman Sachs
New York
$5.07M 199,543 +199,543 New
LPL Financial
20
LPL Financial
California
$4.13M 162,514 +26,017 +19%
GA
21
Gateway Advisory
New Jersey
$3.42M 134,652 +74,183 +123%
SWM
22
Spire Wealth Management
Virginia
$3.26M 129,270 -3,148 -2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$3.07M 120,693 +10,328 +9%
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$2.79M 109,875 +65,732 +149%
UCFA
25
United Capital Financial Advisors
Texas
$2.77M 108,923 -13,012 -11%