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iShares iBonds Dec 2027 Term Muni Bond ETF

171 hedge funds and large institutions have $474M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 36

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

4% more funds holding

Funds holding: 165171 (+6)

1% less capital invested

Capital invested by funds: $479M → $474M (-$5.3M)

2.34% less ownership

Funds ownership: 86.47%84.14% (-2.3%)

Holders
171
Holders Change
+6
Holders Change %
+3.64%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
78
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QFA
26
Quantum Financial Advisors
California
$4.78M +$1.15M +45,216 +32%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.21M +$214K +8,421 +5%
P
28
Paradiem
Louisiana
$4.09M
CTC
29
Central Trust Company
Missouri
$3.96M -$6.28K -247 -0.2%
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$3.71M -$233K -9,143 -6%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.64M -$18.4M -723,430 -84%
Stifel Financial
32
Stifel Financial
Missouri
$3.42M +$76.2K +2,996 +2%
BPA
33
Beacon Pointe Advisors
California
$3.21M +$2.44M +95,772 +315%
UCFA
34
United Capital Financial Advisors
Texas
$3.09M +$297K +11,675 +11%
CWP
35
Cyndeo Wealth Partners
Florida
$2.97M -$18K -707 -0.6%
Osaic Holdings
36
Osaic Holdings
Arizona
$2.93M -$137K -5,383 -4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.69M +$60.7K +2,387 +2%
Kovitz Investment Group Partners
38
Kovitz Investment Group Partners
Illinois
$2.68M +$896K +35,219 +50%
SCG
39
Sonata Capital Group
Washington
$2.54M +$185K +7,275 +8%
PP
40
Postrock Partners
Oregon
$2.46M
CCM
41
Coldstream Capital Management
Washington
$2.46M +$258K +10,121 +12%
SWM
42
Spire Wealth Management
Virginia
$2.36M -$44K -1,730 -2%
GT
43
Glenview Trust
Kentucky
$2.12M
AM
44
Atwater Malick
Pennsylvania
$2.09M +$51.3K +2,016 +3%
SF
45
Summit Financial
New Jersey
$1.86M +$1.86M +72,938 New
NDSI
46
Newman Dignan & Sheerar Inc
Rhode Island
$1.68M -$77.5K -3,046 -4%
SA
47
Sanctuary Advisors
Indiana
$1.67M +$54.8K +2,154 +3%
VA
48
Valmark Advisers
Ohio
$1.67M +$21.3K +837 +1%
ST
49
Spinnaker Trust
Maine
$1.66M +$168K +6,586 +11%
CIA
50
Capital Investment Advisors
Georgia
$1.64M +$55.3K +2,174 +4%