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iShares iBonds Dec 2027 Term Muni Bond ETF

178 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 20 funds opening new positions, 77 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
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

Top Buyers

1 +$27.4M
2 +$3.35M
3 +$3.17M
4
Morgan Stanley
Morgan Stanley
New York
+$2.49M
5
Jane Street
Jane Street
New York
+$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
51
Spinnaker Trust
Maine
$1.73M
GHA
52
Granite Harbor Advisors
Texas
$1.72M
CIA
53
Capital Investment Advisors
Georgia
$1.65M
SF
54
Summit Financial
New Jersey
$1.58M
SPA
55
Sentinel Pension Advisors
Massachusetts
$1.5M
PFM
56
Phillips Financial Management
Indiana
$1.44M
RAG
57
RIA Advisory Group
Iowa
$1.42M
AUB
58
Atlantic Union Bankshares
Virginia
$1.38M
RFC
59
Regions Financial Corp
Alabama
$1.3M
SWMG
60
Signature Wealth Management Group
Georgia
$1.3M
OIA
61
OneDigital Investment Advisors
Kansas
$1.3M
EPW
62
Evergreen Private Wealth
Colorado
$1.26M
WIC
63
Woodmont Investment Counsel
Tennessee
$1.25M
BSAM
64
Blue Square Asset Management
New York
$1.17M
SWP
65
Stratos Wealth Partners
Ohio
$1.14M
PA
66
Prism Advisors
California
$1.14M
HSG
67
Helen Stephens Group
Texas
$1.1M
GWMR
68
GC Wealth Management RIA
Massachusetts
$1.09M
SPIA
69
Steward Partners Investment Advisory
New York
$1.08M
Financial Engines Advisors
70
Financial Engines Advisors
California
$1.06M
BCM
71
Brookstone Capital Management
Illinois
$1.03M
BEI
72
Benjamin Edwards Inc
Missouri
$1.02M
TPWA
73
TRUE Private Wealth Advisors
Oregon
$926K
GWCM
74
Godshalk Welsh Capital Management
Pennsylvania
$922K
NDSI
75
Newman Dignan & Sheerar Inc
Rhode Island
$921K