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iShares iBonds Dec 2027 Term Muni Bond ETF

179 hedge funds and large institutions have $512M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 78 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 33

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $474M → $512M (+$38.5M)

5% more funds holding

Funds holding: 171179 (+8)

2.43% more ownership

Funds ownership: 84.14%86.56% (+2.4%)

Holders
179
Holders Change
+8
Holders Change %
+4.68%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
78
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EIA
126
Eldridge Investment Advisors
New Hampshire
$328K +$327K +12,900 New
FA
127
FF Advisors
California
$316K +$316K +12,438 New
PTC
128
Private Trust Company
Ohio
$304K
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$299K +$1.12K +44 +0.4%
FCH
130
Freestone Capital Holdings
Washington
$294K
AFP
131
Ausdal Financial Partners
Iowa
$281K +$281K +11,087 New
ACS
132
Archford Capital Strategies
Illinois
$281K -$24.7K -972 -8%
MA
133
MONECO Advisors
Connecticut
$278K
PPWM
134
PFG Private Wealth Management
Florida
$268K +$268K +10,559 New
JFG
135
Juno Financial Group
Virginia
$258K +$257K +10,144 New
PWS
136
Peloton Wealth Strategists
Indiana
$254K
ASN
137
Advisory Services Network
Georgia
$254K
C1AG
138
Client 1st Advisory Group
Florida
$253K
RPC
139
Rossmore Private Capital
Connecticut
$247K +$197K +7,760 +392%
AF
140
Arrow Financial
New York
$242K
CCA
141
Cora Capital Advisors
New Jersey
$241K -$38.1K -1,500 -14%
LPT
142
Legacy Private Trust
Wisconsin
$239K
TA
143
TPG Advisors
Illinois
$231K
CPIA
144
Cornell Pochily Investment Advisors
New York
$224K
PSIWM
145
Paradigm Strategies in Wealth Management
Minnesota
$224K
SB
146
Strategic Blueprint
Georgia
$219K
HW
147
HORAN Wealth
Ohio
$217K
PGAM
148
Princeton Global Asset Management
New Jersey
$215K +$114K +4,500 +114%
S
149
SignatureFD
Georgia
$207K
PIM
150
Penobscot Investment Management
Massachusetts
$203K