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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

151 hedge funds and large institutions have $449M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 5 closing their positions.

Holders
151
Holders Change
+6
Holders Change %
+4.14%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
65
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$10.3M
2
Bank of America
2
Bank of America
North Carolina
$49.4M
3
Lido Advisors
3
Lido Advisors
California
$7.05M
4
LIA
4
LBMC Investment Advisors
Tennessee
$9.41M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$19M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$1.46M
2
Ameriprise
2
Ameriprise
Minnesota
$3.73M
3
Wells Fargo
3
Wells Fargo
California
$19.1M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$14M
5
Morgan Stanley
5
Morgan Stanley
New York
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.01M 158,745 +25,633 +19%
CTC
27
Central Trust Company
Missouri
$3.88M 153,666 -1,880 -1%
Ameriprise
28
Ameriprise
Minnesota
$3.73M 147,802 -168,914 -53%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.59M 142,174 +21,609 +18%
QFA
30
Quantum Financial Advisors
California
$3.48M 137,853 +6,481 +5%
SWM
31
Spire Wealth Management
Virginia
$3.3M 130,545 +2,054 +2%
Stifel Financial
32
Stifel Financial
Missouri
$3.25M 128,365 +9,782 +8%
CWP
33
Cyndeo Wealth Partners
Florida
$3.24M 128,097 -11,986 -9%
SVWAG
34
Sound View Wealth Advisors Group
Georgia
$3.08M 121,869 +13,645 +13%
Osaic Holdings
35
Osaic Holdings
Arizona
$2.8M 110,737 -14,432 -12%
UCFA
36
United Capital Financial Advisors
Texas
$2.78M 109,992 +17,211 +19%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.61M 103,406 +1,891 +2%
PP
38
Postrock Partners
Oregon
$2.35M 92,881 +3,800 +4%
SCG
39
Sonata Capital Group
Washington
$2.34M 92,603 – –
CCM
40
Coldstream Capital Management
Washington
$2.19M 86,483 +9,200 +12%
GT
41
Glenview Trust
Kentucky
$2.11M 83,324 – –
AM
42
Atwater Malick
Pennsylvania
$1.94M 76,925 +20,536 +36%
EFP
43
Envision Financial Planning
Tennessee
$1.8M 71,398 -1,799 -2%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.8M 71,315 – –
NDSI
45
Newman Dignan & Sheerar Inc
Rhode Island
$1.79M 70,995 – –
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$1.52M 60,180 +1,921 +3%
VA
47
Valmark Advisers
Ohio
$1.5M 59,528 -2,542 -4%
Corient Private Wealth
48
Corient Private Wealth
Florida
$1.46M 57,757 -320,755 -85%
SPA
49
Sentinel Pension Advisors
Massachusetts
$1.46M 57,675 +6,934 +14%
ST
50
Spinnaker Trust
Maine
$1.42M 56,050 +9,560 +21%
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