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iShares iBonds Dec 2027 Term Muni Bond ETF

178 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 20 funds opening new positions, 77 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
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

Top Buyers

1 +$27.4M
2 +$3.35M
3 +$3.17M
4
Morgan Stanley
Morgan Stanley
New York
+$2.49M
5
Jane Street
Jane Street
New York
+$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
101
Gould Asset Management
California
$556K
FFG
102
Foundry Financial Group
New Hampshire
$546K
Mariner
103
Mariner
Kansas
$539K
JIR
104
James Investment Research
Ohio
$525K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$501K
Creative Planning
106
Creative Planning
Kansas
$499K
SMC
107
Smith, Moore & Co
Missouri
$482K
Comerica Bank
108
Comerica Bank
Texas
$471K
JSA
109
Jim Saulnier & Associates
Colorado
$412K
HCM
110
Hengehold Capital Management
Ohio
$408K
KA
111
Klingman & Associates
New York
$396K
PCH
112
PGIM Custom Harvest
New Jersey
$395K
WCM
113
WealthBridge Capital Management
Ohio
$385K
SWA
114
Sax Wealth Advisors
New Jersey
$383K
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$376K
AI
116
Atria Investments
North Carolina
$372K
CFS
117
Commonwealth Financial Services
West Virginia
$369K
MCM
118
MV Capital Management
Maryland
$367K
DSA
119
Droms Strauss Advisors
Missouri
$360K
RCA
120
Resonant Capital Advisors
Wisconsin
$353K
TC
121
Trust Company
Kansas
$350K
PAG
122
Private Advisor Group
New Jersey
$336K
PCIA
123
Prime Capital Investment Advisors
Kansas
$335K
APP
124
Avantax Planning Partners
Iowa
$331K
AWE
125
Avidian Wealth Enterprises
Texas
$331K