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iShares iBonds Dec 2027 Term Muni Bond ETF

165 hedge funds and large institutions have $479M 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, 72 increasing their positions, 40 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
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
SWA
101
Sax Wealth Advisors
New Jersey
$383K
PCH
102
PGIM Custom Harvest
New Jersey
$377K
JIR
103
James Investment Research
Ohio
$373K
Mariner
104
Mariner
Kansas
$370K
DSA
105
Droms Strauss Advisors
Missouri
$362K
WCM
106
WealthBridge Capital Management
Ohio
$359K
SMC
107
Smith, Moore & Co
Missouri
$355K
WI
108
WrapManager Inc
California
$355K
ECM
109
Exchange Capital Management
Michigan
$354K
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$353K
RCA
111
Resonant Capital Advisors
Wisconsin
$353K
TC
112
Trust Company
Kansas
$350K
PCIA
113
Prime Capital Investment Advisors
Kansas
$344K
PTC
114
Private Trust Company
Ohio
$339K
PAG
115
Private Advisor Group
New Jersey
$335K
APP
116
Avantax Planning Partners
Iowa
$331K
TA
117
TPG Advisors
Illinois
$306K
ACS
118
Archford Capital Strategies
Illinois
$305K
CCA
119
Cora Capital Advisors
New Jersey
$304K
PPWM
120
PFG Private Wealth Management
Florida
$295K
PWM
121
Partners Wealth Management
California
$293K
MA
122
MONECO Advisors
Connecticut
$277K
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$270K
PWS
124
Precision Wealth Strategies
Missouri
$264K
RCAG
125
Rehmann Capital Advisory Group
Michigan
$261K