We are live on ! Find out more
IBMP icon

iShares iBonds Dec 2027 Term Muni Bond ETF

187 hedge funds and large institutions have $534M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

111% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 38

4% more funds holding

Funds holding: 179187 (+8)

4% more capital invested

Capital invested by funds: $512M → $534M (+$21.9M)

0.27% less ownership

Funds ownership: 86.56%86.29% (-0.27%)

Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
80
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
26
Cyndeo Wealth Partners
Florida
$4.94M +$1.45M +56,794 +41%
UCFA
27
United Capital Financial Advisors
Texas
$4.33M +$955K +37,505 +28%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.32M -$345K -13,568 -7%
CTC
29
Central Trust Company
Missouri
$4.2M -$154K -6,063 -4%
LIM
30
Leavell Investment Management
Alabama
$4.11M -$1.18M -46,300 -22%
Raymond James Financial
31
Raymond James Financial
Florida
$3.85M -$269K -10,572 -7%
QFA
32
Quantum Financial Advisors
California
$3.66M -$1.07M -41,870 -23%
BPA
33
Beacon Pointe Advisors
California
$3.48M +$266K +10,450 +8%
Stifel Financial
34
Stifel Financial
Missouri
$3.38M +$175K +6,893 +5%
WCP
35
Wick Capital Partners
Pennsylvania
$3.17M +$459K +18,017 +17%
SA
36
Sanctuary Advisors
Indiana
$3.04M -$100K -3,932 -3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.9M +$180K +7,084 +7%
CCM
38
Coldstream Capital Management
Washington
$2.77M +$128K +5,019 +5%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$2.65M -$32.3K -1,270 -1%
SCG
40
Sonata Capital Group
Washington
$2.65M
PWM
41
Parkway Wealth Management
Texas
$2.5M +$160K +6,282 +7%
AM
42
Atwater Malick
Pennsylvania
$2.49M +$120K +4,715 +5%
PP
43
Postrock Partners
Oregon
$2.46M +$433 +17 +0%
PA
44
PSI Advisors
Florida
$2.32M -$1.04M -40,736 -31%
GT
45
Glenview Trust
Kentucky
$2.29M +$199K +7,812 +9%
AssetMark Inc
46
AssetMark Inc
California
$2.28M +$473K +18,562 +26%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$2.18M +$1.31M +51,578 +150%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$2.12M +$262K +10,280 +14%
Osaic Holdings
49
Osaic Holdings
Arizona
$2.11M +$53.5K +2,100 +3%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$2.11M +$295K +11,602 +16%