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iShares iBonds Dec 2027 Term Muni Bond ETF

187 hedge funds and large institutions have $534M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

111% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 38

4% more funds holding

Funds holding: 179187 (+8)

4% more capital invested

Capital invested by funds: $512M → $534M (+$21.9M)

0.27% less ownership

Funds ownership: 86.56%86.29% (-0.27%)

Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
80
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
51
Valmark Advisers
Ohio
$1.96M +$140K +5,492 +8%
BSAM
52
Blue Square Asset Management
New York
$1.9M +$729K +28,645 +62%
ST
53
Spinnaker Trust
Maine
$1.9M +$170K +6,679 +10%
KCA
54
Kastel Capital Advisors
Massachusetts
$1.9M
GHA
55
Granite Harbor Advisors
Texas
$1.73M
WC
56
Wolfstich Capital
Massachusetts
$1.67M +$1.76M +69,073 New
IRP
57
Investment Research Partners
Pennsylvania
$1.54M +$1.54M +60,423 New
AIP
58
Avail Investment Partners
Pennsylvania
$1.54M +$1.54M +60,423 New
SPA
59
Sentinel Pension Advisors
Massachusetts
$1.51M +$8.86K +348 +0.6%
Ameriprise
60
Ameriprise
Minnesota
$1.49M +$587K +23,055 +65%
RAG
61
RIA Advisory Group
Iowa
$1.46M +$35.3K +1,385 +2%
PFM
62
Phillips Financial Management
Indiana
$1.44M
CIA
63
Capital Investment Advisors
Georgia
$1.44M -$209K -8,218 -13%
AUB
64
Atlantic Union Bankshares
Virginia
$1.42M +$35.8K +1,408 +3%
SF
65
Summit Financial
New Jersey
$1.42M -$164K -6,453 -10%
EPW
66
Evergreen Private Wealth
Colorado
$1.35M +$87.5K +3,435 +7%
RFC
67
Regions Financial Corp
Alabama
$1.3M -$5.91K -232 -0.5%
HSG
68
Helen Stephens Group
Texas
$1.24M +$137K +5,378 +12%
FTUS
69
Flow Traders U.S.
New York
$1.23M +$1.23M +48,224 New
SCM
70
SummitPoint Capital Management
Colorado
$1.18M +$1.18M +46,292 New
BCM
71
Brookstone Capital Management
Illinois
$1.17M +$133K +5,232 +13%
GWMR
72
GC Wealth Management RIA
Massachusetts
$1.17M +$73.7K +2,895 +7%
SWP
73
Stratos Wealth Partners
Ohio
$1.14M +$5.32K +209 +0.5%
PA
74
Prism Advisors
California
$1.14M
OIA
75
OneDigital Investment Advisors
Kansas
$1.13M -$166K -6,508 -13%