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iShares iBonds Dec 2027 Term Muni Bond ETF

151 hedge funds and large institutions have $449M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 5 closing their positions.

Holders
151
Holders Change
+6
Holders Change %
+4.14%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
65
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIA
51
Capital Investment Advisors
Georgia
$1.39M 55,096 +2,609 +5%
SWMG
52
Signature Wealth Management Group
Georgia
$1.3M 51,506 +995 +2%
RFC
53
Regions Financial Corp
Alabama
$1.26M 49,669 +3,001 +6%
GHA
54
Granite Harbor Advisors
Texas
$1.25M 49,477 +2,606 +6%
RAG
55
RIA Advisory Group
Iowa
$1.22M 48,379 +5,154 +12%
SWP
56
Stratos Wealth Partners
Ohio
$1.22M 48,157 +56 +0.1%
PFM
57
Phillips Financial Management
Indiana
$1.19M 46,980
Jane Street
58
Jane Street
New York
$1.18M 46,528 +14,140 +44%
BSAM
59
Blue Square Asset Management
New York
$1.16M 45,999 -946 -2%
SSB
60
Sandy Spring Bank
Maryland
$1.15M 45,616 +1,131 +3%
EPW
61
Evergreen Private Wealth
Colorado
$1.15M 45,567 +1,224 +3%
SPIA
62
Steward Partners Investment Advisory
New York
$1.14M 45,174 -15,960 -26%
PA
63
Prism Advisors
California
$1.13M 44,715
Kovitz Investment Group Partners
64
Kovitz Investment Group Partners
Illinois
$1.1M 43,591 +43,591 New
BEI
65
Benjamin Edwards Inc
Missouri
$1.1M 43,507 +2,993 +7%
CIM
66
Confluence Investment Management
Missouri
$1.03M 40,553 -268 -0.7%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$990K 39,157 +3,155 +9%
WWM
68
WJ Wealth Management
Arizona
$982K 38,833 -16,600 -30%
BPA
69
Beacon Pointe Advisors
California
$858K 33,935 +2,211 +7%
MWM
70
Modern Wealth Management
Kansas
$856K 33,855 -1,829 -5%
OPS
71
Orion Portfolio Solutions
Nebraska
$816K 32,288 +32,288 New
BCI
72
Brinker Capital Investments
Pennsylvania
$816K 32,288 +32,288 New
REMPR
73
Roof Eidam Maycock Peralta (REMP)
California
$812K 32,125 +33 +0.1%
GWMR
74
GC Wealth Management RIA
Massachusetts
$809K 32,008 +1,133 +4%
IA
75
IFP Advisors
Florida
$784K 31,016 -2,449 -7%