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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

117% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 36

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

4% more funds holding

Funds holding: 165171 (+6)

1% less capital invested

Capital invested by funds: $479M → $474M (-$5.3M)

2.34% less ownership

Funds ownership: 86.47%84.14% (-2.3%)

Holders
171
Holders Change
+6
Holders Change %
+3.64%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
78
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
101
Smith, Moore & Co
Missouri
$471K +$114K +4,497 +32%
FAFN
102
First Affirmative Financial Network
Colorado
$466K +$76 +3 +0%
KA
103
Klingman & Associates
New York
$449K +$3.13K +123 +0.7%
WCP
104
Wick Capital Partners
Pennsylvania
$416K +$416K +16,341 New
PCH
105
PGIM Custom Harvest
New Jersey
$413K +$33.8K +1,327 +9%
JSA
106
Jim Saulnier & Associates
Colorado
$410K +$2.54K +100 +0.6%
AI
107
Atria Investments
North Carolina
$389K +$388K +15,252 New
SWA
108
Sax Wealth Advisors
New Jersey
$384K
Corient Private Wealth
109
Corient Private Wealth
Florida
$380K -$248K -9,750 -40%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$377K +$22.6K +890 +6%
JIR
111
James Investment Research
Ohio
$375K
WCM
112
WealthBridge Capital Management
Ohio
$367K +$6.51K +256 +2%
RCA
113
Resonant Capital Advisors
Wisconsin
$354K
TC
114
Trust Company
Kansas
$351K
DSA
115
Droms Strauss Advisors
Missouri
$343K -$20.7K -812 -6%
PAG
116
Private Advisor Group
New Jersey
$337K
PCIA
117
Prime Capital Investment Advisors
Kansas
$332K -$13.5K -529 -4%
APP
118
Avantax Planning Partners
Iowa
$332K
ACS
119
Archford Capital Strategies
Illinois
$307K
PTC
120
Private Trust Company
Ohio
$305K -$35.8K -1,409 -11%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$298K +$27.5K +1,082 +10%
FCH
122
Freestone Capital Holdings
Washington
$295K +$295K +11,590 New
KPWS
123
Kestra Private Wealth Services
Texas
$294K +$64.2K +2,522 +28%
CCA
124
Cora Capital Advisors
New Jersey
$280K -$25.4K -1,000 -8%
MA
125
MONECO Advisors
Connecticut
$279K