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iShares iBonds Dec 2027 Term Muni Bond ETF

151 hedge funds and large institutions have $449M 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, 65 increasing their positions, 41 reducing their positions, and 5 closing their positions.

Holders
151
Holders Change
+6
Holders Change %
+4.14%
% 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
65
Reduced
41
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$49.4M 1,954,075 +164,951 +9%
HighTower Advisors
2
HighTower Advisors
Illinois
$25.6M 1,012,488 +42,861 +4%
CA
3
Clearstead Advisors
Ohio
$22M 871,056 -9,061 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$21.7M 859,302 -41,024 -5%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$21.1M 833,894 +10,971 +1%
Wells Fargo
6
Wells Fargo
California
$19.1M 754,967 -168,707 -18%
HWA
7
Heartwood Wealth Advisors
Virginia
$19M 753,435 +44,375 +6%
US Bancorp
8
US Bancorp
Minnesota
$17.7M 699,282 -12,791 -2%
KCM
9
Kathmere Capital Management
Pennsylvania
$14M 554,924 -73,417 -12%
Morgan Stanley
10
Morgan Stanley
New York
$12.3M 486,461 -48,132 -9%
UBS Group
11
UBS Group
Switzerland
$10.4M 411,113 -369 -0.1%
LPL Financial
12
LPL Financial
California
$10.3M 407,925 +183,135 +81%
Raymond James Financial
13
Raymond James Financial
Florida
$9.84M 389,071 -27,488 -7%
HCM
14
Hengehold Capital Management
Ohio
$9.72M 384,340 -30,220 -7%
NA
15
NewEdge Advisors
Louisiana
$9.59M 379,415 +10,870 +3%
LIA
16
LBMC Investment Advisors
Tennessee
$9.41M 372,141 +74,851 +25%
HBT
17
Hills Bank & Trust
Iowa
$8.57M 339,113 +1,857 +0.6%
CIA
18
Covington Investment Advisors
Pennsylvania
$8.21M 324,665 +19,200 +6%
Lido Advisors
19
Lido Advisors
California
$7.05M 278,829 +136,753 +96%
PWM
20
Praetorian Wealth Management
California
$6.24M 246,667 +2,022 +0.8%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$5.52M 218,329 +14,801 +7%
IWC
22
Integrated Wealth Concepts
Massachusetts
$4.86M 192,237 +18,022 +10%
HCM
23
Howland Capital Management
Massachusetts
$4.46M 176,600 +11,736 +7%
LIM
24
Leavell Investment Management
Alabama
$4.41M 174,637 +8,975 +5%
P
25
Paradiem
Louisiana
$4.06M 160,410