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iShares iBonds Dec 2027 Term Muni Bond ETF
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Overview Fund Activity

151 hedge funds and large institutions have $449M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 5 closing their positions.

Holders
151
Holders Change
+6
Holders Change %
+4.14%
% of All Funds
2.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
65
Reduced
41
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$10.3M
2
Bank of America
2
Bank of America
North Carolina
$49.4M
3
Lido Advisors
3
Lido Advisors
California
$7.05M
4
LIA
4
LBMC Investment Advisors
Tennessee
$9.41M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$19M

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$1.46M
2
Ameriprise
2
Ameriprise
Minnesota
$3.73M
3
Wells Fargo
3
Wells Fargo
California
$19.1M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$14M
5
Morgan Stanley
5
Morgan Stanley
New York
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WI
101
WrapManager Inc
California
$370K 14,638 -463 -3%
Mariner
102
Mariner
Kansas
$369K 14,599 -9,445 -39%
RCA
103
Resonant Capital Advisors
Wisconsin
$352K 13,914 +3,963 +40%
TC
104
Trust Company
Kansas
$349K 13,789 +3,955 +40%
WCM
105
WealthBridge Capital Management
Ohio
$338K 13,365 +303 +2%
DSA
106
Droms Strauss Advisors
Missouri
$336K 13,306 +3,462 +35%
GWCM
107
Godshalk Welsh Capital Management
Pennsylvania
$335K 13,250 +13,250 New
APP
108
Avantax Planning Partners
Iowa
$332K 13,146 -102 -0.8%
TA
109
TPG Advisors
Illinois
$305K 12,054 – –
PPWM
110
PFG Private Wealth Management
Florida
$304K 12,012 -8,678 -42%
CCA
111
Cora Capital Advisors
New Jersey
$303K 12,000 – –
PWM
112
Partners Wealth Management
California
$293K 11,604 -9,954 -46%
ACS
113
Archford Capital Strategies
Illinois
$290K 11,455 -589 -5%
Goldman Sachs
114
Goldman Sachs
New York
$289K 11,429 -430 -4%
PTC
115
Private Trust Company
Ohio
$283K 11,200 +2,960 +36%
MA
116
MONECO Advisors
Connecticut
$277K 10,943 – –
GSIAS
117
Garden State Investment Advisory Services
New Jersey
$272K 10,751 -6,011 -36%
CFS
118
Commonwealth Financial Services
West Virginia
$270K 10,691 -957 -8%
RCAG
119
Rehmann Capital Advisory Group
Michigan
$260K 10,277 – –
SWA
120
Sightline Wealth Advisors
Connecticut
$253K 10,025 +41 +0.4%
PWS
121
Peloton Wealth Strategists
Indiana
$253K 10,000 – –
Baird Financial Group
122
Baird Financial Group
Wisconsin
$253K 10,000 – –
ASN
123
Advisory Services Network
Georgia
$253K 10,000 – –
C1AG
124
Client 1st Advisory Group
Florida
$252K 9,960 – –
NG
125
Novem Group
New York
$251K 9,937 +9,937 New
3 4
5
6 7