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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.

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.18%
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 Market Value Shares Shares
Change
Shares
Change %
JIR
101
James Investment Research
Ohio
$373K 14,714
Mariner
102
Mariner
Kansas
$370K 14,599
DSA
103
Droms Strauss Advisors
Missouri
$362K 14,266 +960 +7%
WCM
104
WealthBridge Capital Management
Ohio
$359K 14,143 +778 +6%
SMC
105
Smith, Moore & Co
Missouri
$355K 14,011 +5,861 +72%
WI
106
WrapManager Inc
California
$355K 14,004 -634 -4%
ECM
107
Exchange Capital Management
Michigan
$354K 13,951 -1,035 -7%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$353K 13,926 -2,229 -14%
RCA
109
Resonant Capital Advisors
Wisconsin
$353K 13,914
TC
110
Trust Company
Kansas
$350K 13,788 -1 -0%
PCIA
111
Prime Capital Investment Advisors
Kansas
$344K 13,576 -1,211 -8%
PTC
112
Private Trust Company
Ohio
$339K 13,392 +2,192 +20%
PAG
113
Private Advisor Group
New Jersey
$335K 13,221 +13,221 New
APP
114
Avantax Planning Partners
Iowa
$331K 13,043 -103 -0.8%
TA
115
TPG Advisors
Illinois
$306K 12,054
ACS
116
Archford Capital Strategies
Illinois
$305K 12,042 +587 +5%
CCA
117
Cora Capital Advisors
New Jersey
$304K 12,000
PPWM
118
PFG Private Wealth Management
Florida
$295K 11,643 -369 -3%
PWM
119
Partners Wealth Management
California
$293K 11,604
MA
120
MONECO Advisors
Connecticut
$277K 10,943
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$270K 10,631 +10,631 New
PWS
122
Precision Wealth Strategies
Missouri
$264K 10,417 +10,417 New
RCAG
123
Rehmann Capital Advisory Group
Michigan
$261K 10,277
CFS
124
Commonwealth Financial Services
West Virginia
$260K 10,251 -440 -4%
SWA
125
Sightline Wealth Advisors
Connecticut
$256K 10,086 +61 +0.6%