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iShares iBonds Dec 2027 Term Muni Bond ETF

162 hedge funds and large institutions have $476M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
69
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$790K +$139K +5,466 +21%
SCA
77
Snowden Capital Advisors
New York
$786K
LF
78
Lantz Financial
Illinois
$780K +$3.02K +119 +0.4%
CBT
79
Crews Bank & Trust
Florida
$779K
BPA
80
Beacon Pointe Advisors
California
$771K -$89.4K -3,525 -10%
PA
81
Parallel Advisors
California
$762K +$29.3K +1,156 +4%
FFG
82
Foundry Financial Group
New Hampshire
$729K -$8.04K -317 -1%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$711K +$474K +18,717 +200%
GWCM
84
Godshalk Welsh Capital Management
Pennsylvania
$703K +$368K +14,500 +109%
FAC
85
Financial Advisory Corporation
Michigan
$691K +$691K +27,254 New
Citadel Advisors
86
Citadel Advisors
Florida
$669K +$162K +6,384 +32%
Corient Private Wealth
87
Corient Private Wealth
Florida
$625K -$839K -33,110 -57%
CIAS
88
CFS Investment Advisory Services
New Jersey
$618K -$3.88K -153 -0.6%
1L
89
10Elms LLP
Oklahoma
$541K +$5.07K +200 +0.9%
AssetMark Inc
90
AssetMark Inc
California
$531K +$290K +11,454 +120%
GAM
91
Gould Asset Management
California
$526K +$70.3K +2,775 +15%
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$495K +$495K +19,539 New
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$486K -$42K -1,658 -8%
BCM
94
Brookstone Capital Management
Illinois
$479K +$247K +9,752 +106%
Comerica Bank
95
Comerica Bank
Texas
$465K -$4.06K -160 -0.9%
KA
96
Klingman & Associates
New York
$443K -$59.4K -2,345 -12%
JSA
97
Jim Saulnier & Associates
Colorado
$405K +$2.43K +96 +0.6%
VBFG
98
Vishria Bird Financial Group
Tennessee
$403K +$403K +15,904 New
SWA
99
Sax Wealth Advisors
New Jersey
$383K +$383K +15,089 New
PCH
100
PGIM Custom Harvest
New Jersey
$377K -$5.53K -218 -1%