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iShares iBonds Dec 2027 Term Muni Bond ETF

179 hedge funds and large institutions have $512M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 78 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 33

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $474M → $512M (+$38.5M)

5% more funds holding

Funds holding: 171179 (+8)

2.43% more ownership

Funds ownership: 84.14%86.56% (+2.4%)

Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
78
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
26
Central Trust Company
Missouri
$4.34M +$399K +15,716 +10%
Raymond James Financial
27
Raymond James Financial
Florida
$4.11M -$735K -28,973 -15%
P
28
Paradiem
Louisiana
$4.07M
CWP
29
Cyndeo Wealth Partners
Florida
$3.49M +$524K +20,635 +18%
UCFA
30
United Capital Financial Advisors
Texas
$3.38M +$294K +11,580 +10%
PA
31
PSI Advisors
Florida
$3.35M +$3.35M +131,846 New
BPA
32
Beacon Pointe Advisors
California
$3.21M +$7.84K +309 +0.2%
Stifel Financial
33
Stifel Financial
Missouri
$3.2M -$214K -8,417 -6%
SA
34
Sanctuary Advisors
Indiana
$3.14M +$1.47M +57,908 +88%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.72M +$38.1K +1,501 +1%
WCP
36
Wick Capital Partners
Pennsylvania
$2.7M +$2.29M +90,072 +551%
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$2.68M +$11.2K +442 +0.4%
SCG
38
Sonata Capital Group
Washington
$2.65M +$110K +4,345 +4%
CCM
39
Coldstream Capital Management
Washington
$2.64M +$185K +7,291 +8%
PP
40
Postrock Partners
Oregon
$2.45M
AM
41
Atwater Malick
Pennsylvania
$2.37M +$285K +11,227 +14%
PWM
42
Parkway Wealth Management
Texas
$2.34M +$2.34M +92,229 New
Jane Street
43
Jane Street
New York
$2.31M +$2.06M +81,183 +822%
GT
44
Glenview Trust
Kentucky
$2.09M -$25.1K -987 -1%
Osaic Holdings
45
Osaic Holdings
Arizona
$2.05M -$871K -34,304 -30%
KCA
46
Kastel Capital Advisors
Massachusetts
$1.9M +$1.9M +74,883 New
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$1.85M +$275K +10,837 +17%
VA
48
Valmark Advisers
Ohio
$1.81M +$152K +6,001 +9%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1.81M +$739K +29,099 +69%
AssetMark Inc
50
AssetMark Inc
California
$1.8M +$694K +27,349 +63%