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iShares iBonds Dec 2027 Term Muni Bond ETF

171 hedge funds and large institutions have $474M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 36

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

4% more funds holding

Funds holding: 165171 (+6)

1% less capital invested

Capital invested by funds: $479M → $474M (-$5.3M)

2.34% less ownership

Funds ownership: 86.47%84.14% (-2.3%)

Holders
171
Holders Change
+6
Holders Change %
+3.64%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
78
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$1.58M
WIC
52
Woodmont Investment Counsel
Tennessee
$1.53M -$444K -17,454 -22%
GHA
53
Granite Harbor Advisors
Texas
$1.5M +$346K +13,592 +30%
SPA
54
Sentinel Pension Advisors
Massachusetts
$1.49M +$11.1K +435 +0.7%
PFM
55
Phillips Financial Management
Indiana
$1.45M
RAG
56
RIA Advisory Group
Iowa
$1.44M +$107K +4,209 +8%
BCI
57
Brinker Capital Investments
Pennsylvania
$1.4M +$370K +14,540 +36%
SWMG
58
Signature Wealth Management Group
Georgia
$1.33M +$11K +433 +0.8%
BEI
59
Benjamin Edwards Inc
Missouri
$1.3M +$230K +9,041 +22%
AUB
60
Atlantic Union Bankshares
Virginia
$1.3M
RFC
61
Regions Financial Corp
Alabama
$1.27M -$31.5K -1,238 -2%
Deutsche Bank
62
Deutsche Bank
Germany
$1.25M
EPW
63
Evergreen Private Wealth
Colorado
$1.16M +$17.8K +699 +2%
PA
64
Prism Advisors
California
$1.14M
BSAM
65
Blue Square Asset Management
New York
$1.13M -$20.1K -790 -2%
AssetMark Inc
66
AssetMark Inc
California
$1.11M +$576K +22,637 +108%
SWP
67
Stratos Wealth Partners
Ohio
$1.11M +$135K +5,301 +14%
SPIA
68
Steward Partners Investment Advisory
New York
$1.09M +$25 +1 +0%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$1.07M -$122K -4,778 -10%
MWM
70
Modern Wealth Management
Kansas
$1.06M +$14.1K +553 +1%
Financial Engines Advisors
71
Financial Engines Advisors
California
$1.03M +$238K +9,347 +30%
CBT
72
Crews Bank & Trust
Florida
$944K +$160K +6,300 +20%
CIM
73
Confluence Investment Management
Missouri
$925K -$89K -3,499 -9%
GWMR
74
GC Wealth Management RIA
Massachusetts
$912K +$114K +4,465 +14%
LF
75
Lantz Financial
Illinois
$896K +$112K +4,407 +14%