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iShares iBonds Dec 2027 Term Muni Bond ETF

162 hedge funds and large institutions have $476M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 41 reducing their positions, and 5 closing their positions.

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
69
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$4.52M 178,143 +3,506 +2%
P
27
Paradiem
Louisiana
$4.07M 160,410
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.98M 156,883 +14,709 +10%
CTC
29
Central Trust Company
Missouri
$3.94M 155,497 +1,831 +1%
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$3.93M 154,864 +32,995 +27%
QFA
31
Quantum Financial Advisors
California
$3.61M 142,423 +4,570 +3%
Stifel Financial
32
Stifel Financial
Missouri
$3.33M 131,364 +2,999 +2%
CWP
33
Cyndeo Wealth Partners
Florida
$2.98M 117,402 -10,695 -8%
UCFA
34
United Capital Financial Advisors
Texas
$2.78M 109,726 -266 -0.2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.61M 103,126 -280 -0.3%
Osaic Holdings
36
Osaic Holdings
Arizona
$2.54M 100,956 -9,781 -9%
PP
37
Postrock Partners
Oregon
$2.45M 96,609 +3,728 +4%
SWM
38
Spire Wealth Management
Virginia
$2.39M 94,355 -36,190 -28%
SCG
39
Sonata Capital Group
Washington
$2.35M 92,603
Ameriprise
40
Ameriprise
Minnesota
$2.34M 92,193 -55,609 -38%
CCM
41
Coldstream Capital Management
Washington
$2.19M 86,483
GT
42
Glenview Trust
Kentucky
$2.11M 83,324
AM
43
Atwater Malick
Pennsylvania
$2.03M 80,088 +3,163 +4%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.97M 77,590 +6,275 +9%
Kovitz Investment Group Partners
45
Kovitz Investment Group Partners
Illinois
$1.77M 69,859 +26,268 +60%
NDSI
46
Newman Dignan & Sheerar Inc
Rhode Island
$1.75M 68,999 -1,996 -3%
VA
47
Valmark Advisers
Ohio
$1.64M 64,563 +5,035 +8%
EFP
48
Envision Financial Planning
Tennessee
$1.63M 64,334 -7,064 -10%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$1.58M 62,168 +1,988 +3%
CIA
50
Capital Investment Advisors
Georgia
$1.57M 62,074 +6,978 +13%