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iShares iBonds Dec 2027 Term Muni Bond ETF

152 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.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
CTC
27
Central Trust Company
Missouri
$3.88M
Ameriprise
28
Ameriprise
Minnesota
$3.73M
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.59M
QFA
30
Quantum Financial Advisors
California
$3.48M
SWM
31
Spire Wealth Management
Virginia
$3.3M
Stifel Financial
32
Stifel Financial
Missouri
$3.25M
CWP
33
Cyndeo Wealth Partners
Florida
$3.24M
SVWAG
34
Sound View Wealth Advisors Group
Georgia
$3.08M
Osaic Holdings
35
Osaic Holdings
Arizona
$2.8M
UCFA
36
United Capital Financial Advisors
Texas
$2.78M
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.61M
PP
38
Postrock Partners
Oregon
$2.35M
SCG
39
Sonata Capital Group
Washington
$2.34M
CCM
40
Coldstream Capital Management
Washington
$2.19M
GT
41
Glenview Trust
Kentucky
$2.11M
AM
42
Atwater Malick
Pennsylvania
$1.94M
EFP
43
Envision Financial Planning
Tennessee
$1.8M
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
VA
47
Valmark Advisers
Ohio
$1.5M
Corient Private Wealth
48
Corient Private Wealth
Florida
$1.46M
SPA
49
Sentinel Pension Advisors
Massachusetts
$1.46M
ST
50
Spinnaker Trust
Maine
$1.42M