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iShares iBonds Dec 2027 Term Muni Bond ETF

165 hedge funds and large institutions have $479M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 40 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
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
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
126
Commonwealth Financial Services
West Virginia
$260K
SWA
127
Sightline Wealth Advisors
Connecticut
$256K
ASN
128
Advisory Services Network
Georgia
$254K
PWS
129
Peloton Wealth Strategists
Indiana
$254K
Baird Financial Group
130
Baird Financial Group
Wisconsin
$254K
NG
131
Novem Group
New York
$253K
C1AG
132
Client 1st Advisory Group
Florida
$252K
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$250K
AF
134
Arrow Financial
New York
$241K
LPT
135
Legacy Private Trust
Wisconsin
$238K
KPWS
136
Kestra Private Wealth Services
Texas
$229K
PSIWM
137
Paradigm Strategies in Wealth Management
Minnesota
$224K
AWE
138
Avidian Wealth Enterprises
Texas
$219K
SB
139
Strategic Blueprint
Georgia
$219K
HS
140
Horan Securities
United States
$217K
FNT
141
First National Trust
Pennsylvania
$211K
AWP
142
Accretive Wealth Partners
New Jersey
$209K
S
143
SignatureFD
Georgia
$206K
CPIA
144
Cornell Pochily Investment Advisors
New York
$204K
PIM
145
Penobscot Investment Management
Massachusetts
$203K
HFS
146
Hughes Financial Services
Virginia
$192K
VNA
147
Valley National Advisers
Pennsylvania
$175K
AIP
148
Ameritas Investment Partners
Nebraska
$166K
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$127K
CT
150
Coastline Trust
Rhode Island
$120K