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iShares iBonds Dec 2027 Term Muni Bond ETF

162 hedge funds and large institutions have $476M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 41 reducing their positions, and 5 closing their positions.

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
69
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ST
51
Spinnaker Trust
Maine
$1.49M 58,700 +2,650 +5%
SPA
52
Sentinel Pension Advisors
Massachusetts
$1.47M 58,098 +423 +0.7%
PFM
53
Phillips Financial Management
Indiana
$1.44M 56,799 +9,819 +21%
Goldman Sachs
54
Goldman Sachs
New York
$1.35M 53,314 +41,885 +366%
WWM
55
WJ Wealth Management
Arizona
$1.34M 52,833 +14,000 +36%
RAG
56
RIA Advisory Group
Iowa
$1.32M 52,178 +3,799 +8%
SWMG
57
Signature Wealth Management Group
Georgia
$1.32M 51,912 +406 +0.8%
RFC
58
Regions Financial Corp
Alabama
$1.3M 51,223 +1,554 +3%
AUB
59
Atlantic Union Bankshares
Virginia
$1.29M 50,995 +50,995 New
Deutsche Bank
60
Deutsche Bank
Germany
$1.24M 49,050 +29,280 +148%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1.19M 46,828 +7,671 +20%
GHA
62
Granite Harbor Advisors
Texas
$1.15M 45,187 -4,290 -9%
BSAM
63
Blue Square Asset Management
New York
$1.14M 45,097 -902 -2%
EPW
64
Evergreen Private Wealth
Colorado
$1.13M 44,722 -845 -2%
PA
65
Prism Advisors
California
$1.13M 44,715
SPIA
66
Steward Partners Investment Advisory
New York
$1.08M 42,647 -2,527 -6%
BEI
67
Benjamin Edwards Inc
Missouri
$1.07M 42,051 -1,456 -3%
MWM
68
Modern Wealth Management
Kansas
$1.04M 40,883 +7,028 +21%
BCI
69
Brinker Capital Investments
Pennsylvania
$1.03M 40,560 +8,272 +26%
CIM
70
Confluence Investment Management
Missouri
$1.01M 39,817 -736 -2%
SWP
71
Stratos Wealth Partners
Ohio
$969K 38,232 -9,925 -21%
IA
72
IFP Advisors
Florida
$884K 34,890 +3,874 +12%
REMPR
73
Roof Eidam Maycock Peralta (REMP)
California
$816K 32,174 +49 +0.2%
GWMR
74
GC Wealth Management RIA
Massachusetts
$795K 31,354 -654 -2%
Financial Engines Advisors
75
Financial Engines Advisors
California
$792K 31,236 +7,553 +32%