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iShares iBonds Dec 2027 Term Muni Bond ETF

163 hedge funds and large institutions have $476M 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, 69 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
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
ASN
126
Advisory Services Network
Georgia
$254K
PWS
127
Peloton Wealth Strategists
Indiana
$254K
Baird Financial Group
128
Baird Financial Group
Wisconsin
$254K
NG
129
Novem Group
New York
$253K
C1AG
130
Client 1st Advisory Group
Florida
$252K
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$250K
AF
132
Arrow Financial
New York
$241K
LPT
133
Legacy Private Trust
Wisconsin
$238K
KPWS
134
Kestra Private Wealth Services
Texas
$229K
PSIWM
135
Paradigm Strategies in Wealth Management
Minnesota
$224K
AWE
136
Avidian Wealth Enterprises
Texas
$219K
SB
137
Strategic Blueprint
Georgia
$219K
HS
138
Horan Securities
United States
$217K
FNT
139
First National Trust
Pennsylvania
$211K
AWP
140
Accretive Wealth Partners
New Jersey
$209K
S
141
SignatureFD
Georgia
$206K
CPIA
142
Cornell Pochily Investment Advisors
New York
$204K
PIM
143
Penobscot Investment Management
Massachusetts
$203K
HFS
144
Hughes Financial Services
Virginia
$192K
VNA
145
Valley National Advisers
Pennsylvania
$175K
AIP
146
Ameritas Investment Partners
Nebraska
$166K
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$127K
CT
148
Coastline Trust
Rhode Island
$120K
PGAM
149
Princeton Global Asset Management
New Jersey
$100K
GEA
150
Glen Eagle Advisors
New Jersey
$69.1K