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iShares iBonds Dec 2027 Term Muni Bond ETF

187 hedge funds and large institutions have $534M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

111% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 38

4% more funds holding

Funds holding: 179187 (+8)

4% more capital invested

Capital invested by funds: $512M → $534M (+$21.9M)

0.27% less ownership

Funds ownership: 86.56%86.29% (-0.27%)

Holders
187
Holders Change
+8
Holders Change %
+4.47%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
80
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
126
MV Capital Management
Maryland
$368K
HCM
127
Hengehold Capital Management
Ohio
$365K -$43.3K -1,701 -11%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$363K +$363K +14,265 New
RCA
129
Resonant Capital Advisors
Wisconsin
$354K
PAG
130
Private Advisor Group
New Jersey
$336K
APP
131
Avantax Planning Partners
Iowa
$332K
EIA
132
Eldridge Investment Advisors
New Hampshire
$328K
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$328K +$28.6K +1,123 +10%
VAG
134
VisionPoint Advisory Group
Texas
$328K +$328K +12,879 New
ACS
135
Archford Capital Strategies
Illinois
$312K +$30.6K +1,200 +11%
PTC
136
Private Trust Company
Ohio
$305K
TC
137
Trust Company
Kansas
$301K -$49.6K -1,948 -14%
KA
138
Klingman & Associates
New York
$293K -$104K -4,080 -26%
AFP
139
Ausdal Financial Partners
Iowa
$283K +$1.2K +47 +0.4%
MA
140
MONECO Advisors
Connecticut
$278K
FA
141
FF Advisors
California
$270K -$45.5K -1,789 -14%
Citadel Advisors
142
Citadel Advisors
Florida
$269K +$269K +10,585 New
PCIA
143
Prime Capital Investment Advisors
Kansas
$262K -$73.7K -2,894 -22%
AWP
144
Accretive Wealth Partners
New Jersey
$261K +$261K +10,264 New
JFG
145
Juno Financial Group
Virginia
$259K +$1.09K +43 +0.4%
ASN
146
Advisory Services Network
Georgia
$254K
PIM
147
Penobscot Investment Management
Massachusetts
$254K +$50.9K +2,000 +25%
PWS
148
Peloton Wealth Strategists
Indiana
$254K
C1AG
149
Client 1st Advisory Group
Florida
$253K
AF
150
Arrow Financial
New York
$242K