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iShares iBonds Dec 2027 Term Muni Bond ETF

167 hedge funds and large institutions have $470M 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, 76 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
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
QFA
26
Quantum Financial Advisors
California
$4.78M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.21M
P
28
Paradiem
Louisiana
$4.09M
CTC
29
Central Trust Company
Missouri
$3.96M
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$3.71M
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.64M
Stifel Financial
32
Stifel Financial
Missouri
$3.42M
BPA
33
Beacon Pointe Advisors
California
$3.21M
UCFA
34
United Capital Financial Advisors
Texas
$3.09M
CWP
35
Cyndeo Wealth Partners
Florida
$2.97M
Osaic Holdings
36
Osaic Holdings
Arizona
$2.93M
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.69M
Kovitz Investment Group Partners
38
Kovitz Investment Group Partners
Illinois
$2.68M
SCG
39
Sonata Capital Group
Washington
$2.54M
PP
40
Postrock Partners
Oregon
$2.46M
CCM
41
Coldstream Capital Management
Washington
$2.46M
SWM
42
Spire Wealth Management
Virginia
$2.36M
GT
43
Glenview Trust
Kentucky
$2.12M
AM
44
Atwater Malick
Pennsylvania
$2.09M
SF
45
Summit Financial
New Jersey
$1.86M
NDSI
46
Newman Dignan & Sheerar Inc
Rhode Island
$1.68M
VA
47
Valmark Advisers
Ohio
$1.67M
ST
48
Spinnaker Trust
Maine
$1.66M
CIA
49
Capital Investment Advisors
Georgia
$1.64M
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$1.58M