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iShares iBonds Dec 2027 Term Muni Bond ETF

153 hedge funds and large institutions have $450M 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, 66 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

61% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 41

5% more funds holding

Funds holding: 146153 (+7)

1% more capital invested

Capital invested by funds: $445M → $450M (+$4.37M)

2.05% less ownership

Funds ownership: 89.46%87.41% (-2.1%)

Holders
153
Holders Change
+7
Holders Change %
+4.79%
% 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
66
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.01M +$647K +25,633 +19%
CTC
27
Central Trust Company
Missouri
$3.88M -$47.5K -1,880 -1%
Ameriprise
28
Ameriprise
Minnesota
$3.73M -$4.26M -168,914 -53%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.59M +$545K +21,609 +18%
QFA
30
Quantum Financial Advisors
California
$3.48M +$164K +6,481 +5%
SWM
31
Spire Wealth Management
Virginia
$3.3M +$51.8K +2,054 +2%
Stifel Financial
32
Stifel Financial
Missouri
$3.25M +$247K +9,782 +8%
CWP
33
Cyndeo Wealth Partners
Florida
$3.24M -$303K -11,986 -9%
SVWAG
34
Sound View Wealth Advisors Group
Georgia
$3.08M +$344K +13,645 +13%
Osaic Holdings
35
Osaic Holdings
Arizona
$2.8M -$364K -14,432 -12%
UCFA
36
United Capital Financial Advisors
Texas
$2.78M +$434K +17,211 +19%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.61M +$47.7K +1,891 +2%
PP
38
Postrock Partners
Oregon
$2.35M +$95.9K +3,800 +4%
SCG
39
Sonata Capital Group
Washington
$2.34M
CCM
40
Coldstream Capital Management
Washington
$2.19M +$232K +9,200 +12%
GT
41
Glenview Trust
Kentucky
$2.11M
AM
42
Atwater Malick
Pennsylvania
$1.94M +$518K +20,536 +36%
EFP
43
Envision Financial Planning
Tennessee
$1.8M -$45.4K -1,799 -2%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.8M
NDSI
45
Newman Dignan & Sheerar Inc
Rhode Island
$1.79M
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$1.52M +$48.5K +1,921 +3%
VA
47
Valmark Advisers
Ohio
$1.5M -$64.2K -2,542 -4%
Corient Private Wealth
48
Corient Private Wealth
Florida
$1.46M -$8.1M -320,755 -85%
SPA
49
Sentinel Pension Advisors
Massachusetts
$1.46M +$175K +6,934 +14%
ST
50
Spinnaker Trust
Maine
$1.42M +$241K +9,560 +21%