IBMP icon

iShares iBonds Dec 2027 Term Muni Bond ETF

152 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.

New
Increased
Maintained
Reduced
Closed
Holders
152
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
WI
101
WrapManager Inc
California
$370K
Mariner
102
Mariner
Kansas
$369K
RCA
103
Resonant Capital Advisors
Wisconsin
$352K
TC
104
Trust Company
Kansas
$349K
WCM
105
WealthBridge Capital Management
Ohio
$338K
DSA
106
Droms Strauss Advisors
Missouri
$336K
GWCM
107
Godshalk Welsh Capital Management
Pennsylvania
$335K
APP
108
Avantax Planning Partners
Iowa
$332K
TA
109
TPG Advisors
Illinois
$305K
PPWM
110
PFG Private Wealth Management
Florida
$304K
CCA
111
Cora Capital Advisors
New Jersey
$303K
PWM
112
Partners Wealth Management
California
$293K
ACS
113
Archford Capital Strategies
Illinois
$290K
Goldman Sachs
114
Goldman Sachs
New York
$289K
PTC
115
Private Trust Company
Ohio
$283K
MA
116
MONECO Advisors
Connecticut
$277K
GSIAS
117
Garden State Investment Advisory Services
New Jersey
$272K
CFS
118
Commonwealth Financial Services
West Virginia
$270K
RCAG
119
Rehmann Capital Advisory Group
Michigan
$260K
SWA
120
Sightline Wealth Advisors
Connecticut
$253K
PWS
121
Peloton Wealth Strategists
Indiana
$253K
Baird Financial Group
122
Baird Financial Group
Wisconsin
$253K
ASN
123
Advisory Services Network
Georgia
$253K
C1AG
124
Client 1st Advisory Group
Florida
$252K
NG
125
Novem Group
New York
$251K