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iShares iBonds Dec 2027 Term Muni Bond ETF

163 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
163
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
ST
51
Spinnaker Trust
Maine
$1.49M
SPA
52
Sentinel Pension Advisors
Massachusetts
$1.47M
PFM
53
Phillips Financial Management
Indiana
$1.44M
Goldman Sachs
54
Goldman Sachs
New York
$1.35M
WWM
55
WJ Wealth Management
Arizona
$1.34M
RAG
56
RIA Advisory Group
Iowa
$1.32M
SWMG
57
Signature Wealth Management Group
Georgia
$1.32M
RFC
58
Regions Financial Corp
Alabama
$1.3M
AUB
59
Atlantic Union Bankshares
Virginia
$1.29M
Deutsche Bank
60
Deutsche Bank
Germany
$1.24M
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1.19M
GHA
62
Granite Harbor Advisors
Texas
$1.15M
BSAM
63
Blue Square Asset Management
New York
$1.14M
EPW
64
Evergreen Private Wealth
Colorado
$1.13M
PA
65
Prism Advisors
California
$1.13M
SPIA
66
Steward Partners Investment Advisory
New York
$1.08M
BEI
67
Benjamin Edwards Inc
Missouri
$1.07M
MWM
68
Modern Wealth Management
Kansas
$1.04M
BCI
69
Brinker Capital Investments
Pennsylvania
$1.03M
CIM
70
Confluence Investment Management
Missouri
$1.01M
SWP
71
Stratos Wealth Partners
Ohio
$969K
IA
72
IFP Advisors
Florida
$884K
REMPR
73
Roof Eidam Maycock Peralta (REMP)
California
$816K
GWMR
74
GC Wealth Management RIA
Massachusetts
$795K
Financial Engines Advisors
75
Financial Engines Advisors
California
$792K