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iShares iBonds Dec 2027 Term Muni Bond ETF

179 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 21 funds opening new positions, 78 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 33

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $474M → $512M (+$38.5M)

5% more funds holding

Funds holding: 171179 (+8)

2.43% more ownership

Funds ownership: 84.14%86.56% (+2.4%)

Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
78
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
76
Crews Bank & Trust
Florida
$910K -$30.8K -1,213 -3%
LF
77
Lantz Financial
Illinois
$908K +$15.1K +594 +2%
Ameriprise
78
Ameriprise
Minnesota
$899K +$44.1K +1,739 +5%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$889K
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$871K +$72.3K +2,850 +9%
HA
81
Heffernan Advisory
Arizona
$840K +$840K +33,092 New
IA
82
IFP Advisors
Florida
$824K -$3.93K -155 -0.5%
REMPR
83
Roof Eidam Maycock Peralta (REMP)
California
$820K +$1.75K +69 +0.2%
CIM
84
Confluence Investment Management
Missouri
$806K -$116K -4,554 -13%
SCA
85
Snowden Capital Advisors
New York
$787K
PA
86
Parallel Advisors
California
$768K +$18.9K +745 +3%
CFMC
87
Curbstone Financial Management Corp
New Hampshire
$763K +$213K +8,400 +39%
CIAS
88
CFS Investment Advisory Services
New Jersey
$754K +$122K +4,823 +19%
WWM
89
WJ Wealth Management
Arizona
$736K -$29.8K -1,176 -4%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$721K -$40.8K -1,606 -5%
MWM
91
Modern Wealth Management
Kansas
$712K -$340K -13,392 -32%
FNT
92
First National Trust
Pennsylvania
$680K +$456K +17,973 +204%
SG
93
Strid Group
Pennsylvania
$648K
FAC
94
Financial Advisory Corporation
Michigan
$636K -$82.1K -3,236 -11%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$623K +$70K +2,758 +13%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$614K -$3.01M -118,745 -83%
EFP
97
Envision Financial Planning
Tennessee
$595K
KPWS
98
Kestra Private Wealth Services
Texas
$591K +$298K +11,738 +102%
1L
99
10Elms LLP
Oklahoma
$576K +$17.8K +700 +3%
MW
100
Members Wealth
Pennsylvania
$575K