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iShares iBonds Dec 2027 Term Muni Bond ETF

153 hedge funds and large institutions have $450M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

61% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 41

5% more funds holding

Funds holding: 146153 (+7)

1% more capital invested

Capital invested by funds: $445M → $450M (+$4.37M)

2.05% less ownership

Funds ownership: 89.46%87.41% (-2.1%)

Holders
153
Holders Change
+7
Holders Change %
+4.79%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
66
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
76
Snowden Capital Advisors
New York
$784K
CBT
77
Crews Bank & Trust
Florida
$777K +$40K +1,585 +5%
LF
78
Lantz Financial
Illinois
$775K +$86.9K +3,443 +13%
FFG
79
Foundry Financial Group
New Hampshire
$735K -$44.4K -1,760 -6%
PA
80
Parallel Advisors
California
$731K -$4.59K -182 -0.6%
SA
81
Sanctuary Advisors
Indiana
$652K +$1.56K +62 +0.2%
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$650K +$167K +6,601 +35%
CIAS
83
CFS Investment Advisory Services
New Jersey
$621K -$112K -4,455 -15%
Financial Engines Advisors
84
Financial Engines Advisors
California
$599K -$325K -12,876 -35%
CA
85
Crumly & Associates
Illinois
$552K -$793K -31,432 -59%
MW
86
Members Wealth
Pennsylvania
$551K
1L
87
10Elms LLP
Oklahoma
$535K +$125K +4,950 +31%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$527K -$86.9K -3,444 -14%
Citadel Advisors
89
Citadel Advisors
Florida
$506K +$168K +6,657 +50%
KA
90
Klingman & Associates
New York
$501K -$74.7K -2,959 -13%
Deutsche Bank
91
Deutsche Bank
Germany
$500K +$499K +19,770 New
Comerica Bank
92
Comerica Bank
Texas
$467K +$37K +1,464 +9%
GAM
93
Gould Asset Management
California
$454K
FAFN
94
First Affirmative Financial Network
Colorado
$426K +$17.2K +683 +4%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$408K
JSA
96
Jim Saulnier & Associates
Colorado
$402K +$401K +15,898 New
KAS
97
Kestra Advisory Services
Texas
$386K +$386K +15,280 New
PCH
98
PGIM Custom Harvest
New Jersey
$382K +$53.4K +2,115 +16%
ECM
99
Exchange Capital Management
Michigan
$379K -$26.9K -1,065 -7%
PCIA
100
Prime Capital Investment Advisors
Kansas
$374K +$58.4K +2,312 +19%