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iShares iBonds Dec 2027 Term Muni Bond ETF

165 hedge funds and large institutions have $479M 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, 72 increasing their positions, 40 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
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
CIA
51
Capital Investment Advisors
Georgia
$1.57M
ST
52
Spinnaker Trust
Maine
$1.49M
SPA
53
Sentinel Pension Advisors
Massachusetts
$1.47M
PFM
54
Phillips Financial Management
Indiana
$1.44M
Goldman Sachs
55
Goldman Sachs
New York
$1.35M
WWM
56
WJ Wealth Management
Arizona
$1.34M
RAG
57
RIA Advisory Group
Iowa
$1.32M
SWMG
58
Signature Wealth Management Group
Georgia
$1.32M
RFC
59
Regions Financial Corp
Alabama
$1.3M
AUB
60
Atlantic Union Bankshares
Virginia
$1.29M
Deutsche Bank
61
Deutsche Bank
Germany
$1.24M
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$1.19M
GHA
63
Granite Harbor Advisors
Texas
$1.15M
BSAM
64
Blue Square Asset Management
New York
$1.14M
EPW
65
Evergreen Private Wealth
Colorado
$1.13M
PA
66
Prism Advisors
California
$1.13M
SPIA
67
Steward Partners Investment Advisory
New York
$1.08M
BEI
68
Benjamin Edwards Inc
Missouri
$1.07M
MWM
69
Modern Wealth Management
Kansas
$1.04M
BCI
70
Brinker Capital Investments
Pennsylvania
$1.03M
CIM
71
Confluence Investment Management
Missouri
$1.01M
SWP
72
Stratos Wealth Partners
Ohio
$969K
IA
73
IFP Advisors
Florida
$884K
REMPR
74
Roof Eidam Maycock Peralta (REMP)
California
$816K
GWMR
75
GC Wealth Management RIA
Massachusetts
$795K