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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
WIC
51
Woodmont Investment Counsel
Tennessee
$1.53M
GHA
52
Granite Harbor Advisors
Texas
$1.5M
SPA
53
Sentinel Pension Advisors
Massachusetts
$1.49M
PFM
54
Phillips Financial Management
Indiana
$1.45M
BCI
55
Brinker Capital Investments
Pennsylvania
$1.4M
SWMG
56
Signature Wealth Management Group
Georgia
$1.33M
BEI
57
Benjamin Edwards Inc
Missouri
$1.3M
AUB
58
Atlantic Union Bankshares
Virginia
$1.3M
RFC
59
Regions Financial Corp
Alabama
$1.27M
Deutsche Bank
60
Deutsche Bank
Germany
$1.25M
EPW
61
Evergreen Private Wealth
Colorado
$1.16M
PA
62
Prism Advisors
California
$1.14M
BSAM
63
Blue Square Asset Management
New York
$1.13M
AssetMark Inc
64
AssetMark Inc
California
$1.11M
SWP
65
Stratos Wealth Partners
Ohio
$1.11M
SPIA
66
Steward Partners Investment Advisory
New York
$1.09M
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$1.07M
MWM
68
Modern Wealth Management
Kansas
$1.06M
Financial Engines Advisors
69
Financial Engines Advisors
California
$1.03M
CBT
70
Crews Bank & Trust
Florida
$944K
CIM
71
Confluence Investment Management
Missouri
$925K
GWMR
72
GC Wealth Management RIA
Massachusetts
$912K
LF
73
Lantz Financial
Illinois
$896K
HSG
74
Helen Stephens Group
Texas
$895K
Baird Financial Group
75
Baird Financial Group
Wisconsin
$892K