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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
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$127K
CT
152
Coastline Trust
Rhode Island
$120K
PGAM
153
Princeton Global Asset Management
New Jersey
$101K
GEA
154
Glen Eagle Advisors
New Jersey
$69.4K
GRP
155
Global Retirement Partners
California
$68.6K +$68.5K +2,691 New
PS
156
Principal Securities
Iowa
$60.3K +$229 +9 +0.4%
Jones Financial Companies
157
Jones Financial Companies
Missouri
$57.5K
ACA
158
American Capital Advisory
Idaho
$56.8K
RPC
159
Rossmore Private Capital
Connecticut
$50.5K +$50.4K +1,981 New
HIA
160
Harbor Investment Advisory
Maryland
$28.4K
Fidelity Investments
161
Fidelity Investments
Massachusetts
$27.2K +$10.7K +419 +65%
RWM
162
Rialto Wealth Management
New York
$24.5K
AA
163
Addison Advisors
Vermont
$23.2K
ADL
164
Asset Dedication LLC
California
$21.3K -$30K -1,178 -58%
AF
165
Allworth Financial
California
$20.7K
SC
166
Stephens Consulting
Michigan
$8K
ATS
167
Ashton Thomas Securities
New York
$4.41K +$4.4K +173 New
BlackRock
168
BlackRock
New York
$3.82K
JWA
169
JFS Wealth Advisors
Pennsylvania
$2.62K
CT
170
Caldwell Trust
Florida
$1.12K
EWM
171
Evolution Wealth Management
Florida
$968 +$967 +38 New
Citadel Advisors
172
Citadel Advisors
Florida
-$669K -26,392 Closed
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
-$495K -19,539 Closed
WI
174
WrapManager Inc
California
-$355K -14,004 Closed
PPWM
175
PFG Private Wealth Management
Florida
-$295K -11,643 Closed