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iShares iBonds Dec 2027 Term Muni Bond ETF

167 hedge funds and large institutions have $470M 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, 76 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
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
Name Holding Trade Value Shares
Change
Change in
Stake
WCP
101
Wick Capital Partners
Pennsylvania
$416K
PCH
102
PGIM Custom Harvest
New Jersey
$413K
JSA
103
Jim Saulnier & Associates
Colorado
$410K
AI
104
Atria Investments
North Carolina
$389K
SWA
105
Sax Wealth Advisors
New Jersey
$384K
Corient Private Wealth
106
Corient Private Wealth
Florida
$380K
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$377K
JIR
108
James Investment Research
Ohio
$375K
WCM
109
WealthBridge Capital Management
Ohio
$367K
RCA
110
Resonant Capital Advisors
Wisconsin
$354K
TC
111
Trust Company
Kansas
$351K
DSA
112
Droms Strauss Advisors
Missouri
$343K
PAG
113
Private Advisor Group
New Jersey
$337K
PCIA
114
Prime Capital Investment Advisors
Kansas
$332K
APP
115
Avantax Planning Partners
Iowa
$332K
ACS
116
Archford Capital Strategies
Illinois
$307K
PTC
117
Private Trust Company
Ohio
$305K
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$298K
FCH
119
Freestone Capital Holdings
Washington
$295K
KPWS
120
Kestra Private Wealth Services
Texas
$294K
CCA
121
Cora Capital Advisors
New Jersey
$280K
MA
122
MONECO Advisors
Connecticut
$279K
CFS
123
Commonwealth Financial Services
West Virginia
$259K
SWA
124
Sightline Wealth Advisors
Connecticut
$259K
PWS
125
Peloton Wealth Strategists
Indiana
$255K