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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
CBT
76
Crews Bank & Trust
Florida
$910K
LF
77
Lantz Financial
Illinois
$908K
Ameriprise
78
Ameriprise
Minnesota
$899K
Baird Financial Group
79
Baird Financial Group
Wisconsin
$889K
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$871K
HA
81
Heffernan Advisory
Arizona
$840K
IA
82
IFP Advisors
Florida
$824K
REMPR
83
Roof Eidam Maycock Peralta (REMP)
California
$820K
CIM
84
Confluence Investment Management
Missouri
$806K
SCA
85
Snowden Capital Advisors
New York
$787K
PA
86
Parallel Advisors
California
$768K
CFMC
87
Curbstone Financial Management Corp
New Hampshire
$763K
CIAS
88
CFS Investment Advisory Services
New Jersey
$754K
WWM
89
WJ Wealth Management
Arizona
$736K
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$721K
MWM
91
Modern Wealth Management
Kansas
$712K
FNT
92
First National Trust
Pennsylvania
$680K
SG
93
Strid Group
Pennsylvania
$648K
FAC
94
Financial Advisory Corporation
Michigan
$636K
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$623K
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$614K
EFP
97
Envision Financial Planning
Tennessee
$595K
KPWS
98
Kestra Private Wealth Services
Texas
$591K
1L
99
10Elms LLP
Oklahoma
$576K
MW
100
Members Wealth
Pennsylvania
$575K