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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.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.17%
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 Holding Trade Value Shares
Change
Shares
Change %
ST
51
Spinnaker Trust
Maine
$1.49M +$67.2K +2,650 +5%
SPA
52
Sentinel Pension Advisors
Massachusetts
$1.47M +$10.7K +423 +0.7%
PFM
53
Phillips Financial Management
Indiana
$1.44M +$249K +9,819 +21%
Goldman Sachs
54
Goldman Sachs
New York
$1.35M +$1.06M +41,885 +366%
WWM
55
WJ Wealth Management
Arizona
$1.34M +$355K +14,000 +36%
RAG
56
RIA Advisory Group
Iowa
$1.32M +$96.3K +3,799 +8%
SWMG
57
Signature Wealth Management Group
Georgia
$1.32M +$10.3K +406 +0.8%
RFC
58
Regions Financial Corp
Alabama
$1.3M +$39.4K +1,554 +3%
AUB
59
Atlantic Union Bankshares
Virginia
$1.29M +$1.29M +50,995 New
Deutsche Bank
60
Deutsche Bank
Germany
$1.24M +$742K +29,280 +148%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1.19M +$194K +7,671 +20%
GHA
62
Granite Harbor Advisors
Texas
$1.15M -$109K -4,290 -9%
BSAM
63
Blue Square Asset Management
New York
$1.14M -$22.9K -902 -2%
EPW
64
Evergreen Private Wealth
Colorado
$1.13M -$21.4K -845 -2%
PA
65
Prism Advisors
California
$1.13M
SPIA
66
Steward Partners Investment Advisory
New York
$1.08M -$64.1K -2,527 -6%
BEI
67
Benjamin Edwards Inc
Missouri
$1.07M -$36.9K -1,456 -3%
MWM
68
Modern Wealth Management
Kansas
$1.04M +$178K +7,028 +21%
BCI
69
Brinker Capital Investments
Pennsylvania
$1.03M +$210K +8,272 +26%
CIM
70
Confluence Investment Management
Missouri
$1.01M -$18.7K -736 -2%
SWP
71
Stratos Wealth Partners
Ohio
$969K -$252K -9,925 -21%
IA
72
IFP Advisors
Florida
$884K +$98.2K +3,874 +12%
REMPR
73
Roof Eidam Maycock Peralta (REMP)
California
$816K +$1.24K +49 +0.2%
GWMR
74
GC Wealth Management RIA
Massachusetts
$795K -$16.6K -654 -2%
Financial Engines Advisors
75
Financial Engines Advisors
California
$792K +$192K +7,553 +32%