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iShares iBonds Dec 2027 Term Muni Bond ETF

163 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.

New
Increased
Maintained
Reduced
Closed
Holders
163
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
LIM
26
Leavell Investment Management
Alabama
$4.52M
P
27
Paradiem
Louisiana
$4.07M
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.98M
CTC
29
Central Trust Company
Missouri
$3.94M
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$3.93M
QFA
31
Quantum Financial Advisors
California
$3.61M
Stifel Financial
32
Stifel Financial
Missouri
$3.33M
CWP
33
Cyndeo Wealth Partners
Florida
$2.98M
UCFA
34
United Capital Financial Advisors
Texas
$2.78M
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.61M
Osaic Holdings
36
Osaic Holdings
Arizona
$2.54M
PP
37
Postrock Partners
Oregon
$2.45M
SWM
38
Spire Wealth Management
Virginia
$2.39M
SCG
39
Sonata Capital Group
Washington
$2.35M
Ameriprise
40
Ameriprise
Minnesota
$2.34M
CCM
41
Coldstream Capital Management
Washington
$2.19M
GT
42
Glenview Trust
Kentucky
$2.11M
AM
43
Atwater Malick
Pennsylvania
$2.03M
WIC
44
Woodmont Investment Counsel
Tennessee
$1.97M
Kovitz Investment Group Partners
45
Kovitz Investment Group Partners
Illinois
$1.77M
NDSI
46
Newman Dignan & Sheerar Inc
Rhode Island
$1.75M
VA
47
Valmark Advisers
Ohio
$1.64M
EFP
48
Envision Financial Planning
Tennessee
$1.63M
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$1.58M
CIA
50
Capital Investment Advisors
Georgia
$1.57M