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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

117% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 36

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

4% more funds holding

Funds holding: 165171 (+6)

1% less capital invested

Capital invested by funds: $479M → $474M (-$5.3M)

2.34% less ownership

Funds ownership: 86.47%84.14% (-2.3%)

Holders
171
Holders Change
+6
Holders Change %
+3.64%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
78
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSG
76
Helen Stephens Group
Texas
$895K +$894K +35,126 New
Baird Financial Group
77
Baird Financial Group
Wisconsin
$892K +$636K +25,000 +250%
Ameriprise
78
Ameriprise
Minnesota
$858K -$1.49M -58,510 -63%
IA
79
IFP Advisors
Florida
$831K -$57.9K -2,276 -7%
GWCM
80
Godshalk Welsh Capital Management
Pennsylvania
$823K +$116K +4,550 +16%
REMPR
81
Roof Eidam Maycock Peralta (REMP)
California
$821K +$1.27K +50 +0.2%
BCM
82
Brookstone Capital Management
Illinois
$803K +$321K +12,622 +67%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$801K +$7.56K +297 +1%
SCA
84
Snowden Capital Advisors
New York
$790K
WWM
85
WJ Wealth Management
Arizona
$765K -$577K -22,675 -43%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$764K +$49.4K +1,940 +7%
PA
87
Parallel Advisors
California
$751K -$14.8K -580 -2%
FAC
88
Financial Advisory Corporation
Michigan
$720K +$26.2K +1,028 +4%
FFG
89
Foundry Financial Group
New Hampshire
$695K -$38K -1,492 -5%
SG
90
Strid Group
Pennsylvania
$650K +$650K +25,530 New
CIAS
91
CFS Investment Advisory Services
New Jersey
$631K +$12K +471 +2%
EFP
92
Envision Financial Planning
Tennessee
$597K -$1.04M -40,886 -64%
MW
93
Members Wealth
Pennsylvania
$574K +$575K +22,588 New
Mariner
94
Mariner
Kansas
$570K +$198K +7,793 +53%
1L
95
10Elms LLP
Oklahoma
$560K +$16.5K +650 +3%
GAM
96
Gould Asset Management
California
$558K +$29.8K +1,170 +6%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$554K +$65.7K +2,583 +13%
CFMC
98
Curbstone Financial Management Corp
New Hampshire
$552K +$551K +21,660 New
Creative Planning
99
Creative Planning
Kansas
$500K +$500K +19,645 New
Comerica Bank
100
Comerica Bank
Texas
$472K +$5.09K +200 +1%