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iShares iBonds Dec 2027 Term Muni Bond ETF

171 hedge funds and large institutions have $474M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 36

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

4% more funds holding

Funds holding: 165171 (+6)

1% less capital invested

Capital invested by funds: $479M → $474M (-$5.3M)

2.34% less ownership

Funds ownership: 86.47%84.14% (-2.3%)

Holders
171
Holders Change
+6
Holders Change %
+3.64%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
78
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
126
Commonwealth Financial Services
West Virginia
$259K -$2.37K -93 -0.9%
SWA
127
Sightline Wealth Advisors
Connecticut
$259K +$1.6K +63 +0.6%
PWS
128
Peloton Wealth Strategists
Indiana
$255K
ASN
129
Advisory Services Network
Georgia
$255K
C1AG
130
Client 1st Advisory Group
Florida
$254K
Jane Street
131
Jane Street
New York
$251K -$5.38M -211,276 -96%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$251K
AF
133
Arrow Financial
New York
$242K
AWE
134
Avidian Wealth Enterprises
Texas
$242K +$21K +825 +10%
LPT
135
Legacy Private Trust
Wisconsin
$239K
TA
136
TPG Advisors
Illinois
$232K -$74.7K -2,938 -24%
CPIA
137
Cornell Pochily Investment Advisors
New York
$225K +$20K +785 +10%
FNT
138
First National Trust
Pennsylvania
$225K +$12.8K +505 +6%
PSIWM
139
Paradigm Strategies in Wealth Management
Minnesota
$225K -$611 -24 -0.3%
SB
140
Strategic Blueprint
Georgia
$220K
HW
141
HORAN Wealth
Ohio
$218K +$217K +8,544 New
Goldman Sachs
142
Goldman Sachs
New York
$216K -$1.14M -44,837 -84%
AWP
143
Accretive Wealth Partners
New Jersey
$213K +$2.67K +105 +1%
S
144
SignatureFD
Georgia
$207K
PIM
145
Penobscot Investment Management
Massachusetts
$204K
WANY
146
Wealthspire Advisors (New York)
New York
$199K +$199K +7,812 New
CB
147
CNB Bank
Pennsylvania
$193K +$193K +7,594 New
HFS
148
Hughes Financial Services
Virginia
$191K
VNA
149
Valley National Advisers
Pennsylvania
$177K +$1.09K +43 +0.6%
AIP
150
Ameritas Investment Partners
Nebraska
$167K +$102 +4 +0.1%