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iShares iBonds Dec 2027 Term Muni Bond ETF

145 hedge funds and large institutions have $445M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
145
Holders Change
+12
Holders Change %
+9.02%
% of All Funds
1.93%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
65
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$45M 1,789,124 +171,553 +11%
HighTower Advisors
2
HighTower Advisors
Illinois
$24.4M 969,627 +174,699 +22%
Wells Fargo
3
Wells Fargo
California
$23.2M 923,674 +87,459 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.6M 900,326 +22,113 +3%
CA
5
Clearstead Advisors
Ohio
$22.1M 880,117 +69,453 +9%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$20.7M 822,923 -134,898 -14%
US Bancorp
7
US Bancorp
Minnesota
$17.9M 712,073 +31,185 +5%
HWA
8
Heartwood Wealth Advisors
Virginia
$17.8M 709,060 +5,344 +0.8%
KCM
9
Kathmere Capital Management
Pennsylvania
$15.8M 628,341 -7,712 -1%
Morgan Stanley
10
Morgan Stanley
New York
$13.4M 534,593 -61,533 -10%
Raymond James Financial
11
Raymond James Financial
Florida
$10.5M 416,559 +416,559 New
HCM
12
Hengehold Capital Management
Ohio
$10.4M 414,560 +3,324 +0.8%
UBS Group
13
UBS Group
Switzerland
$10.3M 411,482 -52,101 -11%
Corient Private Wealth
14
Corient Private Wealth
Florida
$9.52M 378,512 -20,591 -5%
NA
15
NewEdge Advisors
Louisiana
$9.27M 368,545 -1,800 -0.5%
HBT
16
Hills Bank & Trust
Iowa
$8.48M 337,256 +12,015 +4%
Ameriprise
17
Ameriprise
Minnesota
$7.96M 316,716 +33,756 +12%
CIA
18
Covington Investment Advisors
Pennsylvania
$7.68M 305,465 +19,150 +7%
LIA
19
LBMC Investment Advisors
Tennessee
$7.47M 297,290 +23,328 +9%
PWM
20
Praetorian Wealth Management
California
$6.15M 244,645 -3,296 -1%
LPL Financial
21
LPL Financial
California
$5.65M 224,790 +9,013 +4%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.12M 203,528 +56,027 +38%
IWC
23
Integrated Wealth Concepts
Massachusetts
$4.38M 174,215 +62,462 +56%
LIM
24
Leavell Investment Management
Alabama
$4.16M 165,662 +107,750 +186%
HCM
25
Howland Capital Management
Massachusetts
$4.14M 164,864 +4,450 +3%