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iShares iBonds Dec 2027 Term Muni Bond ETF

153 hedge funds and large institutions have $450M invested in iShares iBonds Dec 2027 Term Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 66 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

61% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 41

5% more funds holding

Funds holding: 146153 (+7)

1% more capital invested

Capital invested by funds: $445M → $450M (+$4.37M)

2.05% less ownership

Funds ownership: 89.46%87.41% (-2.1%)

Holders
153
Holders Change
+7
Holders Change %
+4.79%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
66
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$49.4M +$4.16M +164,951 +9%
HighTower Advisors
2
HighTower Advisors
Illinois
$25.6M +$1.08M +42,861 +4%
CA
3
Clearstead Advisors
Ohio
$22M -$229K -9,061 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.7M -$1.04M -41,024 -5%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$21.1M +$277K +10,971 +1%
Wells Fargo
6
Wells Fargo
California
$19.1M -$4.26M -168,707 -18%
HWA
7
Heartwood Wealth Advisors
Virginia
$19M +$1.12M +44,375 +6%
US Bancorp
8
US Bancorp
Minnesota
$17.7M -$323K -12,791 -2%
KCM
9
Kathmere Capital Management
Pennsylvania
$14M -$1.85M -73,417 -12%
Morgan Stanley
10
Morgan Stanley
New York
$12.3M -$1.21M -48,132 -9%
UBS Group
11
UBS Group
Switzerland
$10.4M -$9.31K -369 -0.1%
LPL Financial
12
LPL Financial
California
$10.3M +$4.62M +183,135 +81%
Raymond James Financial
13
Raymond James Financial
Florida
$9.84M -$694K -27,488 -7%
HCM
14
Hengehold Capital Management
Ohio
$9.72M -$763K -30,220 -7%
NA
15
NewEdge Advisors
Louisiana
$9.59M +$274K +10,870 +3%
LIA
16
LBMC Investment Advisors
Tennessee
$9.41M +$1.89M +74,851 +25%
HBT
17
Hills Bank & Trust
Iowa
$8.57M +$46.9K +1,857 +0.6%
CIA
18
Covington Investment Advisors
Pennsylvania
$8.21M +$485K +19,200 +6%
Lido Advisors
19
Lido Advisors
California
$7.05M +$3.45M +136,753 +96%
PWM
20
Praetorian Wealth Management
California
$6.24M +$51K +2,022 +0.8%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$5.52M +$374K +14,801 +7%
IWC
22
Integrated Wealth Concepts
Massachusetts
$4.86M +$455K +18,022 +10%
HCM
23
Howland Capital Management
Massachusetts
$4.46M +$296K +11,736 +7%
LIM
24
Leavell Investment Management
Alabama
$4.41M +$227K +8,975 +5%
P
25
Paradiem
Louisiana
$4.06M