We are live on ! Find out more
IBMP icon

iShares iBonds Dec 2027 Term Muni Bond ETF

187 hedge funds and large institutions have $534M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

111% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 38

4% more funds holding

Funds holding: 179187 (+8)

4% more capital invested

Capital invested by funds: $512M → $534M (+$21.9M)

0.27% less ownership

Funds ownership: 86.56%86.29% (-0.27%)

Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
80
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1L
101
10Elms LLP
Oklahoma
$697K +$120K +4,700 +21%
FNT
102
First National Trust
Pennsylvania
$658K -$23.5K -922 -3%
MW
103
Members Wealth
Pennsylvania
$650K +$76.3K +2,996 +13%
SG
104
Strid Group
Pennsylvania
$649K
FAC
105
Financial Advisory Corporation
Michigan
$637K
EFP
106
Envision Financial Planning
Tennessee
$591K -$5.09K -200 -0.9%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$558K -$65.5K -2,572 -10%
GAM
108
Gould Asset Management
California
$558K +$764 +30 +0.1%
SMC
109
Smith, Moore & Co
Missouri
$553K +$70.4K +2,764 +15%
Mariner
110
Mariner
Kansas
$540K +$153 +6 +0%
SWM
111
Silverlake Wealth Management
Vermont
$536K +$536K +21,067 New
JIR
112
James Investment Research
Ohio
$526K
FFG
113
Foundry Financial Group
New Hampshire
$522K -$26K -1,022 -5%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$515K +$12.7K +497 +3%
SFG
115
Sovereign Financial Group
Connecticut
$501K +$501K +19,685 New
FAFN
116
First Affirmative Financial Network
Colorado
$497K +$498K +19,542 New
PPWM
117
PFG Private Wealth Management
Florida
$460K +$192K +7,536 +71%
JSA
118
Jim Saulnier & Associates
Colorado
$415K +$1.76K +69 +0.4%
WCM
119
WealthBridge Capital Management
Ohio
$414K +$28.8K +1,131 +7%
DSA
120
Droms Strauss Advisors
Missouri
$400K +$39.8K +1,562 +11%
PCH
121
PGIM Custom Harvest
New Jersey
$395K +$127 +5 +0%
SWA
122
Sax Wealth Advisors
New Jersey
$383K
AI
123
Atria Investments
North Carolina
$383K +$9.95K +391 +3%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$377K
CFS
125
Commonwealth Financial Services
West Virginia
$370K +$356 +14 +0.1%