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iShares iBonds Dec 2027 Term Muni Bond ETF

171 hedge funds and large institutions have $474M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
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
SMC
101
Smith, Moore & Co
Missouri
$471K
FAFN
102
First Affirmative Financial Network
Colorado
$466K
KA
103
Klingman & Associates
New York
$449K
WCP
104
Wick Capital Partners
Pennsylvania
$416K
PCH
105
PGIM Custom Harvest
New Jersey
$413K
JSA
106
Jim Saulnier & Associates
Colorado
$410K
AI
107
Atria Investments
North Carolina
$389K
SWA
108
Sax Wealth Advisors
New Jersey
$384K
Corient Private Wealth
109
Corient Private Wealth
Florida
$380K
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$377K
JIR
111
James Investment Research
Ohio
$375K
WCM
112
WealthBridge Capital Management
Ohio
$367K
RCA
113
Resonant Capital Advisors
Wisconsin
$354K
TC
114
Trust Company
Kansas
$351K
DSA
115
Droms Strauss Advisors
Missouri
$343K
PAG
116
Private Advisor Group
New Jersey
$337K
PCIA
117
Prime Capital Investment Advisors
Kansas
$332K
APP
118
Avantax Planning Partners
Iowa
$332K
ACS
119
Archford Capital Strategies
Illinois
$307K
PTC
120
Private Trust Company
Ohio
$305K
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$298K
FCH
122
Freestone Capital Holdings
Washington
$295K
KPWS
123
Kestra Private Wealth Services
Texas
$294K
CCA
124
Cora Capital Advisors
New Jersey
$280K
MA
125
MONECO Advisors
Connecticut
$279K