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iShares iBonds Dec 2027 Term Muni Bond ETF

187 hedge funds and large institutions have $534M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

111% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 38

4% more funds holding

Funds holding: 179187 (+8)

4% more capital invested

Capital invested by funds: $512M → $534M (+$21.9M)

0.27% less ownership

Funds ownership: 86.56%86.29% (-0.27%)

Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
80
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
76
Signature Wealth Management Group
Georgia
$1.13M -$168K -6,608 -13%
ODE
77
O'Domhnaill Enterprises
Wyoming
$1.13M +$1.13M +44,261 New
SPIA
78
Steward Partners Investment Advisory
New York
$1.09M +$25 +1 +0%
KPWS
79
Kestra Private Wealth Services
Texas
$1.08M +$490K +19,246 +83%
BEI
80
Benjamin Edwards Inc
Missouri
$1.08M +$60.9K +2,394 +6%
GWCM
81
Godshalk Welsh Capital Management
Pennsylvania
$1.08M +$158K +6,200 +17%
Financial Engines Advisors
82
Financial Engines Advisors
California
$1.03M -$36.6K -1,438 -3%
TPWA
83
TRUE Private Wealth Advisors
Oregon
$1.03M +$99.8K +3,919 +11%
LF
84
Lantz Financial
Illinois
$1.02M +$115K +4,502 +13%
WIC
85
Woodmont Investment Counsel
Tennessee
$960K -$290K -11,377 -23%
IA
86
IFP Advisors
Florida
$928K +$102K +4,010 +12%
NDSI
87
Newman Dignan & Sheerar Inc
Rhode Island
$923K
CBT
88
Crews Bank & Trust
Florida
$908K -$3.36K -132 -0.4%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$890K
MWM
90
Modern Wealth Management
Kansas
$851K +$139K +5,465 +19%
HA
91
Heffernan Advisory
Arizona
$842K
REMPR
92
Roof Eidam Maycock Peralta (REMP)
California
$822K +$891 +35 +0.1%
CIM
93
Confluence Investment Management
Missouri
$819K +$11.3K +442 +1%
Creative Planning
94
Creative Planning
Kansas
$816K +$316K +12,424 +63%
SCA
95
Snowden Capital Advisors
New York
$789K
PA
96
Parallel Advisors
California
$786K +$16.4K +644 +2%
WWM
97
WJ Wealth Management
Arizona
$768K +$30.6K +1,200 +4%
CFMC
98
Curbstone Financial Management Corp
New Hampshire
$765K
CIAS
99
CFS Investment Advisory Services
New Jersey
$719K -$36.1K -1,419 -5%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$701K -$21.9K -860 -3%