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iShares iBonds Dec 2027 Term Muni Bond ETF

179 hedge funds and large institutions have $512M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 78 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 33

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $474M → $512M (+$38.5M)

5% more funds holding

Funds holding: 171179 (+8)

2.43% more ownership

Funds ownership: 84.14%86.56% (+2.4%)

Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
78
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
101
Gould Asset Management
California
$556K
FFG
102
Foundry Financial Group
New Hampshire
$546K -$146K -5,761 -21%
Mariner
103
Mariner
Kansas
$539K -$29.7K -1,171 -5%
JIR
104
James Investment Research
Ohio
$525K +$151K +5,962 +41%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$501K +$251K +9,880 +100%
Creative Planning
106
Creative Planning
Kansas
$499K
SMC
107
Smith, Moore & Co
Missouri
$482K +$11.8K +465 +3%
Comerica Bank
108
Comerica Bank
Texas
$471K
JSA
109
Jim Saulnier & Associates
Colorado
$412K +$3.4K +134 +0.8%
HCM
110
Hengehold Capital Management
Ohio
$408K -$9.84M -387,868 -96%
KA
111
Klingman & Associates
New York
$396K -$51.5K -2,029 -12%
PCH
112
PGIM Custom Harvest
New Jersey
$395K -$17K -668 -4%
WCM
113
WealthBridge Capital Management
Ohio
$385K +$19.3K +761 +5%
SWA
114
Sax Wealth Advisors
New Jersey
$383K
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$376K
AI
116
Atria Investments
North Carolina
$372K -$15.1K -594 -4%
CFS
117
Commonwealth Financial Services
West Virginia
$369K +$111K +4,368 +43%
MCM
118
MV Capital Management
Maryland
$367K +$367K +14,457 New
DSA
119
Droms Strauss Advisors
Missouri
$360K +$18K +708 +5%
RCA
120
Resonant Capital Advisors
Wisconsin
$353K
TC
121
Trust Company
Kansas
$350K +$25 +1 +0%
PAG
122
Private Advisor Group
New Jersey
$336K
PCIA
123
Prime Capital Investment Advisors
Kansas
$335K +$3.33K +131 +1%
APP
124
Avantax Planning Partners
Iowa
$331K
AWE
125
Avidian Wealth Enterprises
Texas
$331K +$89.8K +3,538 +37%