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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.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.17%
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 Holding Trade Value Shares
Change
Shares
Change %
JIR
101
James Investment Research
Ohio
$373K
Mariner
102
Mariner
Kansas
$370K
DSA
103
Droms Strauss Advisors
Missouri
$362K +$24.3K +960 +7%
WCM
104
WealthBridge Capital Management
Ohio
$359K +$19.7K +778 +6%
SMC
105
Smith, Moore & Co
Missouri
$355K +$149K +5,861 +72%
WI
106
WrapManager Inc
California
$355K -$16.1K -634 -4%
ECM
107
Exchange Capital Management
Michigan
$354K -$26.2K -1,035 -7%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$353K -$56.5K -2,229 -14%
RCA
109
Resonant Capital Advisors
Wisconsin
$353K
TC
110
Trust Company
Kansas
$350K -$25 -1 -0%
PCIA
111
Prime Capital Investment Advisors
Kansas
$344K -$30.7K -1,211 -8%
PTC
112
Private Trust Company
Ohio
$339K +$55.6K +2,192 +20%
PAG
113
Private Advisor Group
New Jersey
$335K +$335K +13,221 New
APP
114
Avantax Planning Partners
Iowa
$331K -$2.61K -103 -0.8%
TA
115
TPG Advisors
Illinois
$306K
ACS
116
Archford Capital Strategies
Illinois
$305K +$14.9K +587 +5%
CCA
117
Cora Capital Advisors
New Jersey
$304K
PPWM
118
PFG Private Wealth Management
Florida
$295K -$9.35K -369 -3%
PWM
119
Partners Wealth Management
California
$293K
MA
120
MONECO Advisors
Connecticut
$277K
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$270K +$270K +10,631 New
PWS
122
Precision Wealth Strategies
Missouri
$264K +$264K +10,417 New
RCAG
123
Rehmann Capital Advisory Group
Michigan
$261K
CFS
124
Commonwealth Financial Services
West Virginia
$260K -$11.2K -440 -4%
SWA
125
Sightline Wealth Advisors
Connecticut
$256K +$1.55K +61 +0.6%