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iShares iBonds Dec 2027 Term Muni Bond ETF

153 hedge funds and large institutions have $450M 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, 66 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

61% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 41

5% more funds holding

Funds holding: 146153 (+7)

1% more capital invested

Capital invested by funds: $445M → $450M (+$4.37M)

2.05% less ownership

Funds ownership: 89.46%87.41% (-2.1%)

Holders
153
Holders Change
+7
Holders Change %
+4.79%
% 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
66
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
101
James Investment Research
Ohio
$372K
WI
102
WrapManager Inc
California
$370K -$11.7K -463 -3%
Mariner
103
Mariner
Kansas
$369K -$238K -9,445 -39%
RCA
104
Resonant Capital Advisors
Wisconsin
$352K +$100K +3,963 +40%
TC
105
Trust Company
Kansas
$349K +$99.8K +3,955 +40%
WCM
106
WealthBridge Capital Management
Ohio
$338K +$7.65K +303 +2%
DSA
107
Droms Strauss Advisors
Missouri
$336K +$87.4K +3,462 +35%
GWCM
108
Godshalk Welsh Capital Management
Pennsylvania
$335K +$334K +13,250 New
APP
109
Avantax Planning Partners
Iowa
$332K -$2.57K -102 -0.8%
TA
110
TPG Advisors
Illinois
$305K
PPWM
111
PFG Private Wealth Management
Florida
$304K -$219K -8,678 -42%
CCA
112
Cora Capital Advisors
New Jersey
$303K
PWM
113
Partners Wealth Management
California
$293K -$251K -9,954 -46%
ACS
114
Archford Capital Strategies
Illinois
$290K -$14.9K -589 -5%
Goldman Sachs
115
Goldman Sachs
New York
$289K -$10.9K -430 -4%
PTC
116
Private Trust Company
Ohio
$283K +$74.7K +2,960 +36%
MA
117
MONECO Advisors
Connecticut
$277K
GSIAS
118
Garden State Investment Advisory Services
New Jersey
$272K -$152K -6,011 -36%
CFS
119
Commonwealth Financial Services
West Virginia
$270K -$24.2K -957 -8%
RCAG
120
Rehmann Capital Advisory Group
Michigan
$260K
SWA
121
Sightline Wealth Advisors
Connecticut
$253K +$1.03K +41 +0.4%
PWS
122
Peloton Wealth Strategists
Indiana
$253K
ASN
123
Advisory Services Network
Georgia
$253K
Baird Financial Group
124
Baird Financial Group
Wisconsin
$253K
C1AG
125
Client 1st Advisory Group
Florida
$252K