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iShares iBonds Dec 2027 Term Muni Bond ETF

153 hedge funds and large institutions have $450M 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, 66 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

61% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 41

5% more funds holding

Funds holding: 146153 (+7)

1% more capital invested

Capital invested by funds: $445M → $450M (+$4.37M)

2.05% less ownership

Funds ownership: 89.46%87.41% (-2.1%)

Holders
153
Holders Change
+7
Holders Change %
+4.79%
% 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
66
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$1.39M +$65.8K +2,609 +5%
SWMG
52
Signature Wealth Management Group
Georgia
$1.3M +$25.1K +995 +2%
RFC
53
Regions Financial Corp
Alabama
$1.26M +$75.7K +3,001 +6%
GHA
54
Granite Harbor Advisors
Texas
$1.25M +$65.8K +2,606 +6%
RAG
55
RIA Advisory Group
Iowa
$1.22M +$130K +5,154 +12%
SWP
56
Stratos Wealth Partners
Ohio
$1.22M +$1.41K +56 +0.1%
PFM
57
Phillips Financial Management
Indiana
$1.19M
Jane Street
58
Jane Street
New York
$1.18M +$357K +14,140 +44%
BSAM
59
Blue Square Asset Management
New York
$1.16M -$23.9K -946 -2%
SSB
60
Sandy Spring Bank
Maryland
$1.15M +$28.5K +1,131 +3%
EPW
61
Evergreen Private Wealth
Colorado
$1.15M +$30.9K +1,224 +3%
SPIA
62
Steward Partners Investment Advisory
New York
$1.14M -$403K -15,960 -26%
PA
63
Prism Advisors
California
$1.13M
Kovitz Investment Group Partners
64
Kovitz Investment Group Partners
Illinois
$1.1M +$1.1M +43,591 New
BEI
65
Benjamin Edwards Inc
Missouri
$1.1M +$75.5K +2,993 +7%
CIM
66
Confluence Investment Management
Missouri
$1.03M -$6.76K -268 -0.7%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$990K +$79.6K +3,155 +9%
WWM
68
WJ Wealth Management
Arizona
$982K -$419K -16,600 -30%
BPA
69
Beacon Pointe Advisors
California
$858K +$55.8K +2,211 +7%
MWM
70
Modern Wealth Management
Kansas
$856K -$46.2K -1,829 -5%
BCI
71
Brinker Capital Investments
Pennsylvania
$816K +$815K +32,288 New
OPS
72
Orion Portfolio Solutions
Nebraska
$816K +$815K +32,288 New
REMPR
73
Roof Eidam Maycock Peralta (REMP)
California
$812K +$833 +33 +0.1%
GWMR
74
GC Wealth Management RIA
Massachusetts
$809K +$28.6K +1,133 +4%
IA
75
IFP Advisors
Florida
$784K -$61.8K -2,449 -7%