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iShares iBonds Dec 2027 Term Muni Bond ETF

179 hedge funds and large institutions have $512M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 78 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 33

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $474M → $512M (+$38.5M)

5% more funds holding

Funds holding: 171179 (+8)

2.43% more ownership

Funds ownership: 84.14%86.56% (+2.4%)

Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
78
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ST
51
Spinnaker Trust
Maine
$1.73M +$71.5K +2,819 +4%
GHA
52
Granite Harbor Advisors
Texas
$1.72M +$231K +9,112 +16%
CIA
53
Capital Investment Advisors
Georgia
$1.65M +$15.2K +600 +0.9%
SF
54
Summit Financial
New Jersey
$1.58M -$269K -10,594 -15%
SPA
55
Sentinel Pension Advisors
Massachusetts
$1.5M +$12.1K +476 +0.8%
PFM
56
Phillips Financial Management
Indiana
$1.44M
RAG
57
RIA Advisory Group
Iowa
$1.42M -$14.7K -578 -1%
AUB
58
Atlantic Union Bankshares
Virginia
$1.38M +$89K +3,506 +7%
RFC
59
Regions Financial Corp
Alabama
$1.3M +$34.7K +1,369 +3%
SWMG
60
Signature Wealth Management Group
Georgia
$1.3M -$32.6K -1,283 -2%
OIA
61
OneDigital Investment Advisors
Kansas
$1.3M +$1.3M +51,062 New
EPW
62
Evergreen Private Wealth
Colorado
$1.26M +$106K +4,188 +9%
WIC
63
Woodmont Investment Counsel
Tennessee
$1.25M -$280K -11,017 -18%
BSAM
64
Blue Square Asset Management
New York
$1.17M +$48.3K +1,902 +4%
SWP
65
Stratos Wealth Partners
Ohio
$1.14M +$31.2K +1,229 +3%
PA
66
Prism Advisors
California
$1.14M
HSG
67
Helen Stephens Group
Texas
$1.1M +$205K +8,083 +23%
GWMR
68
GC Wealth Management RIA
Massachusetts
$1.09M +$182K +7,173 +20%
SPIA
69
Steward Partners Investment Advisory
New York
$1.08M +$76 +3 +0%
Financial Engines Advisors
70
Financial Engines Advisors
California
$1.06M +$32.6K +1,284 +3%
BCM
71
Brookstone Capital Management
Illinois
$1.03M +$232K +9,153 +29%
BEI
72
Benjamin Edwards Inc
Missouri
$1.02M -$278K -10,953 -21%
TPWA
73
TRUE Private Wealth Advisors
Oregon
$926K +$925K +36,453 New
GWCM
74
Godshalk Welsh Capital Management
Pennsylvania
$922K +$102K +4,000 +12%
NDSI
75
Newman Dignan & Sheerar Inc
Rhode Island
$921K -$753K -29,688 -45%