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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
CCA
151
Cora Capital Advisors
New Jersey
$242K
AWE
152
Avidian Wealth Enterprises
Texas
$241K -$90.1K -3,538 -27%
LPT
153
Legacy Private Trust
Wisconsin
$239K
CPIA
154
Cornell Pochily Investment Advisors
New York
$235K +$10.3K +405 +5%
QCM
155
Quantinno Capital Management
New York
$234K +$234K +9,210 New
TA
156
TPG Advisors
Illinois
$232K
RPC
157
Rossmore Private Capital
Connecticut
$231K -$17.1K -670 -7%
PSIWM
158
Paradigm Strategies in Wealth Management
Minnesota
$224K
CIC
159
Carnegie Investment Counsel
Ohio
$224K +$224K +8,800 New
SB
160
Strategic Blueprint
Georgia
$220K
HW
161
HORAN Wealth
Ohio
$217K
PGAM
162
Princeton Global Asset Management
New Jersey
$215K
AA
163
ArborFi Advisors
Michigan
$212K +$8.3K +326 +4%
S
164
SignatureFD
Georgia
$207K
CB
165
CNB Bank
Pennsylvania
$193K
HFS
166
Hughes Financial Services
Virginia
$192K
AIP
167
Ameritas Investment Partners
Nebraska
$159K +$4.79K +188 +3%
Jones Financial Companies
168
Jones Financial Companies
Missouri
$133K +$63.6K +2,499 +92%
CT
169
Coastline Trust
Rhode Island
$120K
GEA
170
Glen Eagle Advisors
New Jersey
$69.3K
ACA
171
American Capital Advisory
Idaho
$56.8K
IAIM
172
International Assets Investment Management
Florida
$50.5K
HPC
173
HM Payson & Co
Maine
$49.9K +$50K +1,963 New
SWM
174
Spire Wealth Management
Virginia
$38.8K -$73K -2,867 -65%
HIA
175
Harbor Investment Advisory
Maryland
$28.4K