IBMP icon

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.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.17%
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 Holding Trade Value Shares
Change
Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$4.52M +$88.9K +3,506 +2%
P
27
Paradiem
Louisiana
$4.07M
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.98M +$373K +14,709 +10%
CTC
29
Central Trust Company
Missouri
$3.94M +$46.4K +1,831 +1%
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$3.93M +$836K +32,995 +27%
QFA
31
Quantum Financial Advisors
California
$3.61M +$116K +4,570 +3%
Stifel Financial
32
Stifel Financial
Missouri
$3.33M +$76K +2,999 +2%
CWP
33
Cyndeo Wealth Partners
Florida
$2.98M -$271K -10,695 -8%
UCFA
34
United Capital Financial Advisors
Texas
$2.78M -$6.74K -266 -0.2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.61M -$7.1K -280 -0.3%
Osaic Holdings
36
Osaic Holdings
Arizona
$2.54M -$246K -9,781 -9%
PP
37
Postrock Partners
Oregon
$2.45M +$94.5K +3,728 +4%
SWM
38
Spire Wealth Management
Virginia
$2.39M -$917K -36,190 -28%
SCG
39
Sonata Capital Group
Washington
$2.35M
Ameriprise
40
Ameriprise
Minnesota
$2.34M -$1.41M -55,609 -38%
CCM
41
Coldstream Capital Management
Washington
$2.19M
GT
42
Glenview Trust
Kentucky
$2.11M
AM
43
Atwater Malick
Pennsylvania
$2.03M +$80.2K +3,163 +4%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.97M +$159K +6,275 +9%
Kovitz Investment Group Partners
45
Kovitz Investment Group Partners
Illinois
$1.77M +$666K +26,268 +60%
NDSI
46
Newman Dignan & Sheerar Inc
Rhode Island
$1.75M -$50.6K -1,996 -3%
VA
47
Valmark Advisers
Ohio
$1.64M +$128K +5,035 +8%
EFP
48
Envision Financial Planning
Tennessee
$1.63M -$179K -7,064 -10%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$1.58M +$50.4K +1,988 +3%
CIA
50
Capital Investment Advisors
Georgia
$1.57M +$177K +6,978 +13%