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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
Holders
171
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
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$1.58M
WIC
52
Woodmont Investment Counsel
Tennessee
$1.53M
GHA
53
Granite Harbor Advisors
Texas
$1.5M
SPA
54
Sentinel Pension Advisors
Massachusetts
$1.49M
PFM
55
Phillips Financial Management
Indiana
$1.45M
RAG
56
RIA Advisory Group
Iowa
$1.44M
BCI
57
Brinker Capital Investments
Pennsylvania
$1.4M
SWMG
58
Signature Wealth Management Group
Georgia
$1.33M
BEI
59
Benjamin Edwards Inc
Missouri
$1.3M
AUB
60
Atlantic Union Bankshares
Virginia
$1.3M
RFC
61
Regions Financial Corp
Alabama
$1.27M
Deutsche Bank
62
Deutsche Bank
Germany
$1.25M
EPW
63
Evergreen Private Wealth
Colorado
$1.16M
PA
64
Prism Advisors
California
$1.14M
BSAM
65
Blue Square Asset Management
New York
$1.13M
AssetMark Inc
66
AssetMark Inc
California
$1.11M
SWP
67
Stratos Wealth Partners
Ohio
$1.11M
SPIA
68
Steward Partners Investment Advisory
New York
$1.09M
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$1.07M
MWM
70
Modern Wealth Management
Kansas
$1.06M
Financial Engines Advisors
71
Financial Engines Advisors
California
$1.03M
CBT
72
Crews Bank & Trust
Florida
$944K
CIM
73
Confluence Investment Management
Missouri
$925K
GWMR
74
GC Wealth Management RIA
Massachusetts
$912K
LF
75
Lantz Financial
Illinois
$896K