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iShares iBonds Dec 2027 Term Muni Bond ETF

153 hedge funds and large institutions have $450M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

61% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 41

5% more funds holding

Funds holding: 146153 (+7)

1% more capital invested

Capital invested by funds: $445M → $450M (+$4.37M)

2.05% less ownership

Funds ownership: 89.46%87.41% (-2.1%)

Holders
153
Holders Change
+7
Holders Change %
+4.79%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
66
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NG
126
Novem Group
New York
$251K +$251K +9,937 New
AF
127
Arrow Financial
New York
$241K
AssetMark Inc
128
AssetMark Inc
California
$240K +$192K +7,613 +401%
LPT
129
Legacy Private Trust
Wisconsin
$238K -$365K -14,450 -61%
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$236K +$236K +9,349 New
BCM
131
Brookstone Capital Management
Illinois
$231K +$22.7K +901 +11%
AA
132
ArborFi Advisors
Michigan
$216K +$216K +8,554 New
HS
133
Horan Securities
United States
$216K
Fidelity Investments
134
Fidelity Investments
Massachusetts
$209K +$196K +7,773 +1,626%
SMC
135
Smith, Moore & Co
Missouri
$206K +$858 +34 +0.4%
S
136
SignatureFD
Georgia
$206K
HFS
137
Hughes Financial Services
Virginia
$180K +$180K +7,141 New
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$177K
AIP
139
Ameritas Investment Partners
Nebraska
$165K -$6.13K -243 -4%
CT
140
Coastline Trust
Rhode Island
$119K +$97.8K +3,873 +459%
PGAM
141
Princeton Global Asset Management
New Jersey
$99.9K +$99.7K +3,950 New
GEA
142
Glen Eagle Advisors
New Jersey
$68.9K
PA
143
PSI Advisors
Florida
$68.3K +$68.1K +2,700 New
HIA
144
Harbor Investment Advisory
Maryland
$63.8K
PS
145
Principal Securities
Iowa
$61.8K +$3.48K +138 +6%
Jones Financial Companies
146
Jones Financial Companies
Missouri
$57K +$6.56K +260 +13%
ACA
147
American Capital Advisory
Idaho
$56.4K
ADL
148
Asset Dedication LLC
California
$50.9K
RWM
149
Rialto Wealth Management
New York
$24.3K
AF
150
Allworth Financial
California
$20.4K